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Alex B

CFP®, ChFC®, RICP®, EA

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 Retired Approaching retirement

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Jordan P

Series 65

Englewood, NJ

Calydon Capital, LLC

Jordan Price is a financial advisor at Calydon Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Calydon Capital in 2025, he worked at American Express from 2022 to 2025 and held positions at Indiana University, Publick House, and Spotify Inc. His background includes a variety of roles outside the financial advisory industry. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in assets and employs proprietary screening and factor models to allocate client assets across income-producing equity and fixed-income strategies.

Active portfolio management Concentrated stock management
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Everett P

Series 63, Series 65

Englewood, NJ

Calydon Capital, LLC

Everett Price is a financial advisor at Calydon Capital, LLC with eight years of industry experience. He previously worked at Principal Street Partners, LLC and R. Seelaus & Co Inc. Everett holds Series 63 and Series 65 licenses. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other advisers. The firm employs a proprietary screening and factor model to select equities and allocates assets across income-producing equity and fixed-income strategies, managing both discretionary and non-discretionary mandates.

Active portfolio management Concentrated stock management
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Eric S

Series 65

Engelwood, NJ

Calydon Capital, LLC

Eric Sellinger is a financial advisor at Calydon Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Principal Street Partners, LLC and Vertigo Strategies, LLC. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $3.6 billion in assets. The firm uses a proprietary screening and factor model for equities combined with credit underwriting for municipal strategies and offers both discretionary and non-discretionary investment services.

Active portfolio management Concentrated stock management
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David W

Series 63, Series 65

Englewood, NJ

Calydon Capital, LLC

David Weiner is a financial advisor at Calydon Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Vertigo Strategies, LLC and JAWS Capital Partners, LLC. In addition to his role at Calydon Capital, he serves as a partner of Vertigo Capital Management, LLC, dedicating approximately 10 hours per week to this activity. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $2.87 billion in regulatory assets. The firm uses a proprietary screening and factor model to select high-quality equities and allocates assets among income-producing equity and fixed-income strategies, including high-yield municipal underwriting, while managing both discretionary and non-discretionary mandates.

Active portfolio management Concentrated stock management
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