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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

16 advisors near 42240

Out of 400,000+ nationwide

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Aaron S

Series 66

Hopkinsville, KY

Van Clemens Wealth Management, LLC

Aaron Shanklin is a financial advisor with Van Clemens Wealth Management, LLC in Hopkinsville, KY. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., The Prudential Insurance Company of America, and Modern Woodmen of America. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment advice based on client objectives and employs both in-house and third-party managers, utilizing a blend of modern portfolio theory and fundamental and technical analysis.

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy Founder/Business Owner Executive Retired
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Larry L

CFP®, Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Larry Landrum is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for over 40 years. Outside of his advisory role, he serves as treasurer for a family-owned restaurant corporation and for St John United Methodist Church in Hopkinsville, KY. Larry is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, and institutional investors. The firm offers tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management and specialized overlays.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Holly B

Series 66

Hopkinsville, KY

Edward Jones

Holly Bivins is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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

Series 66

Hopkinsville, KY

Robert Baird & Co.

Cary Cowan is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. Cary is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jacob W

Series 66

Hopkinsville, KY

Edward Jones

Jacob Williams is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation with 9 years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, Williams serves as treasurer for the Rotary Club of Hopkinsville, where he helps with financial statements and participates in board meetings. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies along with affiliated investment products.

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

Series 63, Series 65

Hopkinsville, KY

LPL Financial

Jeannette Williams is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with LPL Financial and United Southern Bank since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment and planning solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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William C

Series 66

Hopkinsville, KY

Raymond James Financial

William Colburn is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Hopkinsville, KY. He holds a Series 66 designation and has 15 years of industry experience. He has been affiliated with Peay and Co. and Raymond James since 2013. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and consulting, offering tailored investment recommendations supported by firm research and a broad affiliate network.

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

Series 66

Hopkinsville, KY

Robert Baird & Co.

Andrew Wilson is a financial advisor with Robert W. Baird & Co. in Hopkinsville, KY. He holds the Series 66 designation and has been with Baird since 2025. Prior to joining Baird, he worked at Dreamfield Lending, where he was owner of a mortgage broker company, and held positions at United Southern Bank and BB&T. Outside of his advisory role, he is involved in several non-investment-related business activities including ownership and partnership in multiple residential and commercial rental property LLCs. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a variety of in-house and third-party managers and offering both traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Philip F

Series 63

Hopkinsville, KY

Robert Baird & Co.

Philip Faulkner is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of finance, he owns a taxidermy business. Robert Baird & Co.’s DDK Group serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex, non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Abigail L

Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Abigail Landrum is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. and Hilliard Lyons since 2019. Outside of her advisory role, she performs bookkeeping duties for a local restaurant and a community spirits society in Hopkinsville, KY. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Robert S

CFP®, Series 66

Hopkinsville, KY

Edward Jones

Robert Sipes is a CFP® and holds a Series 66 license with Edward Jones. He has 14 years of industry experience and has been with Edward Jones since 2011. He is based in Hopkinsville, KY. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a 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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Sue B

Series 63

Hopkinsville, KY

Robert Baird & Co.

Sue Badgett is a financial advisor at Robert Baird & Co. with 57 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1965. Outside of her advisory role, she is president of SBS Enterprises, a corporation that functions as a conduit for her investment activities. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, with a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Matthew K

ChFC®, Series 63

Hopkinsville, KY

OSAIC

Matthew Kem is a financial advisor at OSAIC with 18 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corp for 16 years and has longstanding affiliations with Metlife Securities, Inc and Metropolitan Life Insurance Company since 2007. Outside of his advisory role, Kem operates Kem Wealth Management, offering various insurance products. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset allocation and portfolio management tools, providing access to multiple custodial platforms and a wide range of investment options.

Annuities Founder/Business Owner Executive Retired
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Mattison O

Series 66

Hopkinsville, KY

Edward Jones

Mattison Oden is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience at Republic National Distributing Company and Planters Bank Inc. Outside of her advisory role, she is co-owner of a storage unit facility managed through a family-run LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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

Series 66

Hopkinsville, KY

Robert Baird & Co.

Chase Thomas is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Money Concepts Capital Corp and Heritage Bank. Outside of his advisory role, he is a board member and treasurer for the Pennyrile Children’s Advocacy Center and directs an annual off-road motorcycle event through Thomas Brothers Promotions, LLC. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and other institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Tyler J

ChFC®, Series 66

Hopkinsville, KY

Edward Jones

Tyler Jones is a ChFC® and Series 66 licensed financial advisor with Edward Jones in Hopkinsville, KY, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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