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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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Gage L

CFP®, Series 65

Glasgow, MT

Brooklyn FI, LLC

Gage Legare is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and speaking engagements.

Passive / index investing College savings (529s, UTMA, etc.) Wealth management
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Arron F

CFP®, Series 66

Glasgow, MT

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Keil K

Series 66

Glasgow, MT

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
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Sam B

Series 66

Glasgow, MT

LPL Financial

Sam Brelje is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Opportunity Bank of Montana and First Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Bryan K

Series 66

Glasgow, MT

Edward Jones

General retirement planning
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Bethanie K

CFP®, ChFC®, Series 66

Glasgow, MT

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Laurel F

Series 66

Glasgow, MT

LPL Financial

Laurel Fewer is a Series 66-registered financial advisor with LPL Financial in Glasgow, MT, and has five years of industry experience. Her career includes roles at LPL Financial, First State Bank of Shelby, Hewlett Packard Inc., and teaching at Boise State University’s College of Business and Economics. Outside of her advisory work, she volunteers as a coach for Glasgow Middle School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gary W

Series 63, Series 65

Glasgow, MT

LPL Financial

Gary Wageman is a financial advisor with LPL Financial in Scobey, MT, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with LPL Financial since 1991. Outside of his advisory role, he is involved with the Glasgow High School Track Team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Madelyn D

Series 66

Glasgow, MT

Edward Jones

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