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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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Blayne B

Series 65

Waverly, AL

Smith Thornton Advisors, LLC

Blayne Barber is a financial advisor with Smith Thornton Advisors, LLC, holding a Series 65 designation and two years of industry experience. He is also the owner of Move My Can, a service-based convenience business, and co-hosts the Entrusted Podcast, which focuses on stewardship through interviews with successful individuals. Barber serves as a regional advisory team leader for the College Golf Fellowship in Auburn, Alabama. Smith Thornton Advisors serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm tailors advice based on clients’ objectives and risk tolerances, employing various investment strategies and conducting regular account reviews.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Michael M

Series 63, Series 65

West Point, GA

Primerica Advisors

Michael Mercer is a financial advisor with Primerica Advisors in West Point, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to his advisory role, Mercer is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael I

Series 63, Series 65

West Point, GA

Primerica Advisors

Michael Ingersoll is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved in sales of home security and automation products as well as loan products through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tracy B

Series 63, Series 65

West Point, GA

Primerica Advisors

Tracy Bryant is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Primerica Advisors in 2020, Bryant worked at Savannah River Nuclear Solutions from 2014 to 2018 and has been associated with Primerica Financial Services since 2008. Outside of advisory work, Bryant is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and independent due diligence to select third-party asset managers, delegating trading execution to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Larry D

Series 63, Series 65

West Point, GA

Raymond James Financial

Larry Duncan is a financial advisor with Raymond James Financial in West Point, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Raymond James Financial and Client First Financial Services, LLC since 2010, where he is also the owner of the support company Client First Financial Services. Additionally, he serves as a trustee for the nonprofit MissionSource Ministries. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through fact-finding interviews and asset-allocation analysis, with a significant portion of its advisory business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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