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Alex B

CFP®, ChFC®, RICP®

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Approaching retirement

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Grant B

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Mikelle C

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Matthew L

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Cambridge, OH

Edward Jones

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Steven M

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Edward Jones

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Hanna L

Series 66

Zanesville, OH

Merrill

Hanna Luburgh Agin is an Associate Resident Director at Merrill, where she has been helping clients organize and maximize their financial lives since joining in 2015. She is part of the Conley, Maxwell, Luburgh & Ward Wealth Management team based in Zanesville, Ohio, working alongside advisors Seth Conley, Dan Maxwell, and Marissa Ward, supported by three client associates. Hanna focuses on connecting all aspects of her clients' financial lives to help prioritize and pursue the goals that matter most to them. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Hanna holds a Bachelor's Degree from The University of Akron and is a Personal Investment Advisor (PIA). She serves as a member of the Genesis HealthCare Foundation Board and is involved in the community as the Zanesville City Half Marathon Race Director. Outside of her professional career, Hanna lives in Zanesville with her husband, daughter, and two Siberian Huskies. She enjoys basketball, golfing, and running, reflecting her personal drive and commitment to health and fitness.

General retirement planning College savings (529s, UTMA, etc.) Divorce financial planning Wealth management Women Professionals
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Ryan M

Series 66

Zanesville, OH

Raymond James & Associates

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Rory S

Series 66

Cambridge, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Beau M

Series 66

Zanesville, OH

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General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jordan H

Series 66

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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