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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

10 advisors near 30728

Out of 400,000+ nationwide

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Joseph A

Series 63, Series 65

Chickamauga, GA

Kovack Advisors, inc.

Joseph Aloisio is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Kovack Advisors since 2015 and has worked with Security Mutual Life Insurance Co. since 1973. Outside of his advisory role, Aloisio is involved in life insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, and also offers financial planning, third-party manager recommendations, and account aggregation services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Keith W

Series 66

Trenton, GA

Edward Jones

Keith Ware is a financial advisor with Edward Jones in Trenton, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Retirement income strategy Passive / index investing Founder/Business Owner
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Matthew D

Series 66

Chickamauga, GA

Thrivent Investment Management

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
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Robert L

CFP®, Series 66

Chickamauga, GA

Edward Jones

Robert Looney is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a deacon at Oakwood Baptist Church in Chickamauga, GA, and holds board positions with the Chickamauga Public Library and the Cherokee Regional Library Board. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Roger M

Series 63, Series 65

Rising Fawn, GA

Mass Mutual Investors Services

Roger Marks is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and associated with MassMutual Life Insurance Company since 1976. In addition to his advisory role, he is involved in various business ventures including managing restaurant and hospitality operations, as well as owning and managing several real estate entities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Christopher O

Series 66

Chickamauga, GA

Edward Jones

Christopher Oliver is a financial advisor at Edward Jones in Chickamauga, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for the WinShape Foundation for nearly a decade. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients across the United States. The firm offers a range of advisory programs and investment solutions, supported by one of the largest networks of financial advisors and branch offices in the industry.

Business ownership considerations Family Business Business succession planning ESG / Sustainable investing General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Brandon L

Series 65

Rock Spring, GA

Cambridge Investment Research Advisors

Brandon Luedtke is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in hospital psychiatry for eight years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers services such as financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Ty W

Series 66

Lafayette, GA

Edward Jones

Ty Willeford is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as president of TRW Properties LLC, which owns two properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Calvin A

Series 66

Lafayette, GA

Edward Jones

Calvin Allmon is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is the chief manager of CADA Homes, LLC, a real estate rental business in Lafayette, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm maintains a large national advisor and branch network and offers affiliated investment products and services under a fiduciary standard.

Charitable giving & philanthropy Family Business Business ownership considerations Business succession planning Wealth management Founder/Business Owner Intergenerational Families
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Cynthia J

Series 63, Series 65

Lafayette, GA

Edward Jones

Cynthia Jackson is a financial advisor with Edward Jones in Lafayette, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she operates a vintage and antique store as well as sells handmade soaps through an artisans market. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports its services through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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