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.

David Charlaff is the sole advisor and managing member of Core Capital Management, LLC, an independent firm based in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. In addition to his advisory role, Charlaff manages CorePortfolio, LLC, which publishes an investment-related newsletter that he may recommend to clients. Core Capital Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes portfolios primarily using individual equities and fixed-income securities, employing a proprietary research process and typically operating on a non-discretionary basis.

Terrance Elder is a CFP® professional with 22 years of industry experience, currently affiliated with Optivise Advisory Services LLC. He has worked at Texas First Wealth Management, LLC since 2007 and has been involved with Cash Flow Planners since 2002, where he serves as president and dedicates significant time to selling fixed annuities and life insurance. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by advanced technology and reporting tools.

Kenton Braun is a CFP®, ChFC®, and holds a Series 65 license, with five years of industry experience. He is the sole advisor at Personal Prosperity LLC and previously worked at MitchellClark & Company. Personal Prosperity LLC is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies, and is notable for its use of borrowing and derivatives within separately managed accounts.

Stephanie Doyle is the principal and sole advisor at Stephanie E. Doyle Investment Management in Kingwood, TX. She holds a Series 63 designation and has 13 years of industry experience. Doyle has managed her independent firm since 2005. Stephanie E. Doyle Investment Management provides discretionary investment management and financial planning services to individual and prospective high-net-worth clients. The firm focuses on asset allocation primarily through mutual funds and ETFs, employing fundamental analysis and third-party research to manage portfolios with an intermediate- to long-term horizon. It also offers educational seminars and workshops alongside personalized advice.

As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances. Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program. Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.

Bradley Livingston is the principal of Livingston Wealth Advisory in The Woodlands, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior roles include positions at OSAIC, Harman Wealth Management, Sagepoint Financial, Wells Fargo Clearing, and Citigroup Global Markets. Livingston Wealth Advisory, founded in 2025, provides portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs a smart-beta investment approach using factor-based and sector ETFs combined with fundamental and technical analysis, offering tailored asset allocation and both long-term and short-term trading strategies.