Filters

Direct booking

firm logo

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

5 advisors near 43756

Out of 400,000+ nationwide

firm logo

Stephen K

Series 66

Mcconnelsville, OH

Edward Jones

Stephen Kirk is a financial advisor with Edward Jones in McConnelsville, OH, holding a Series 66 designation and 12 years of industry experience. He worked at J.P. Morgan Securities LLC from 2013 to 2019 before joining Edward Jones in 2019. Outside of his advisory role, he is a joint owner of a general farming business, Red Barn Acres, which is currently not income-producing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and emphasizes fiduciary standards in its services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Dustin B

Series 66

Beverly, OH

LPL Financial

Dustin Becker is a financial advisor with LPL Financial in Beverly, Ohio, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and also operates an insurance agency, Dietz, Futrell & Walters Insurance Inc, where he has been involved since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions.

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

Parker W

Series 63, Series 65

Mcconnelsville, OH

LPL Financial

Parker Webb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Nationwide Investment Services Inc. and entrepreneurial ventures such as Zipline Safari LLC. Webb has also been involved in managing a real estate rental business through Airbnb. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through 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
user avatar
firm logo

Scott W

Series 63

Mcconnelsville, OH

LPL Financial

Scott Webb is a financial advisor with LPL Financial in Johnstown, Ohio, holding a Series 63 designation and bringing 29 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, Webb operates a fixed insurance business under Park Health Strategies, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment 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
user avatar
firm logo

Rickie W

Series 63

Beverly, OH

LPL Financial

Rickie Walters is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He previously worked at Cetera Advisors LLC for eight years and has been associated with River Cities Financial Services for over three decades. Walters is also involved in an insurance agency that sells property and casualty, life and health insurance, and fixed annuities. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines advisory services with insurance and lending products.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.