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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

8 advisors near 59301

Out of 400,000+ nationwide

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Jamie O

Series 66

Miles City, MT

OSAIC

Jamie Ogolin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Investment Centers of America. Ogolin serves on the boards of Miles Community College and the Custer County Educational Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven asset allocation and portfolio management tools across various investment vehicles.

Annuities Founder/Business Owner Executive Retired
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Jeffrey B

Series 66

Miles City, MT

OSAIC

Jeffrey Brabant is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. He has worked with Securities America Advisors and Securities America, Inc. prior to joining OSAIC. Outside of his advisory role, Brabant serves as an assistant baseball coach at Miles Community College. OSAIC is an 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 employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment options and advisory programs.

Annuities Founder/Business Owner Executive Retired
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Karissa N

Series 66

Miles City, MT

OSAIC

Karissa Nissen is a Series 66-licensed financial advisor with four years of industry experience, currently with Osaic Wealth, Inc. She has held positions at Securities America Advisors and Avantax Advisory Services and manages a tax and accounting practice, Professional Financial Services LLC. Outside of finance, she is a partner in The Bark LLC, an animal hospitality business, and owns The Goal Post LLC, which provides concessions for youth sporting events. Osaic Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering advisory and brokerage services through a large network of financial advisers. The firm employs a comprehensive investment process that includes risk-tolerance assessments and portfolio optimization, managing both discretionary and non-discretionary accounts with access to various custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Quade J

Series 66

Miles City, MT

Edward Jones

Quade Jessen is a financial advisor at Edward Jones in Miles City, MT, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Two Rivers Ford and Mac's Frontierland. Outside of advisory work, he is involved in managing inventory for Mac's Frontier Sales and owns Storage Connection LLC, a storage business in Brockway, MT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large national network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Curtis A

CFP®, Series 63, Series 65

Miles City, MT

OSAIC

Curtis Almy is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. He previously worked with Securities America Advisors and Securities America Inc for nine years. Outside of his advisory role, Almy is involved in various community and business activities, including serving as a volunteer special advocate, a board member of a nonprofit organization, and a commissioner on the Montana Human Rights Commission. He is also a majority owner of Cat's Claw Fasteners LLC, a company that manufactures and markets fasteners. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that delivers advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, utilizing a comprehensive investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
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Joshua S

CFP®, Series 66

Miles City, MT

Edward Jones

Joshua Sloan is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Ameriprise Financial Services, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a national network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

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

Series 66

Miles City, MT

Edward Jones

Kasey Krueger is a financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent five years at Stockman Bank of Montana. She holds a Series 66 designation. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Robin C

Series 66

Miles City, MT

OSAIC

Robin Cusimano is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2024, Cusimano worked at Securities America Advisors and Securities America, Inc. from 2019 to 2024 and has earlier experience dating back to 2001. Outside of financial advising, Cusimano serves as the head women's volleyball coach at Miles Community College. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a range of investment options and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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