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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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Ryan P

Series 65

Ellsworth, KS

Berkeley Capital Management, LLC

Ryan Peschka is a financial advisor at Berkeley Capital Management, LLC, holding a Series 65 designation with 16 years of industry experience. He has worked at Berkeley Capital Management since 2009 and was previously employed at First Bank Kansas from 2014 to 2017. Outside of his advisory role, he performs individual contract work in banking on a limited basis. Berkeley Capital Management provides customized, discretionary investment and portfolio management services to individuals, trusts, businesses, and retirement plans, serving both accredited and non-accredited investors. The firm employs a bottom-up, fundamental research approach with a long-term value orientation and utilizes a range of investment instruments including equities, fixed income, mutual funds, ETFs, and derivatives within client mandates.

Active portfolio management Options & derivatives strategies
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Nicholas R

Series 65

Ellsworth, KS

Berkeley Capital Management, LLC

Nicholas Reinert is a financial advisor at Berkeley Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has been involved in consulting and farming operations outside of his advisory role. Reinert has worked at Berkeley Capital Management since 2022 and has consulting experience dating back to 2021. Berkeley Capital Management provides customized, discretionary investment and portfolio management services to individuals, trusts, businesses, and retirement plans, managing over $100 million in assets. The firm employs a bottom-up, fundamental research approach with a long-term value orientation and incorporates derivatives and options strategies within client portfolios.

Active portfolio management Options & derivatives strategies
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Timothy B

CFP®, CFA®, Series 66

Ellsworth, KS

Berkeley Capital Management, LLC

Timothy Burger is a CFP® and CFA® with 14 years of industry experience. He is currently a financial advisor at Berkeley Capital Management, LLC, having joined the firm in 2025 after previous roles at Scout Investments, Inc. and Waddell & Reed, Inc. He holds an active insurance license but does not currently engage in insurance-related business activities. Berkeley Capital Management provides customized, discretionary investment and portfolio management services to individuals, trusts, businesses, and retirement plans. The firm employs a bottom-up, fundamental research approach with a long-term value orientation, utilizing a range of investment instruments and incorporating derivatives and options strategies within client mandates.

Active portfolio management Options & derivatives strategies
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