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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

7 advisors near 61944

Out of 400,000+ nationwide

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Joseph H

Series 66

Paris, IL

LPL Financial

Joseph Hasler is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Longview Bank in 2025, he worked for VirtuSense Technologies and held roles at Eureka College. 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 accommodates both advisory and brokerage needs through its extensive 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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Gregory H

Series 63, Series 66

Clinton, IN

Edward Jones

Gregory Harbison is a financial advisor with Edward Jones in Clinton, IN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is an at-large board member of the Rockville Rotary Club and is involved in a family-owned farm business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs, managed accounts, and affiliated investment products with a nationwide network of financial advisors.

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

Series 66

Paris, IL

Edward Jones

Derrick Lorenzen is a Series 66-licensed financial advisor with Edward Jones, based in Paris, Illinois, and has 11 years of industry experience. He has worked with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning General estate planning guidance Military & Veterans Newlywed/Engaged
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Gregg W

CFP®, Series 63, Series 65

Paris, IL

Edward Jones

Gregg Whitkanack is a financial advisor with Edward Jones in Paris, Illinois, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including 21 years with Edward Jones. Outside his advisory role, he is involved in managing real estate properties as a landlord. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Laurie H

Series 66

Clinton, IN

Edward Jones

Laurie Harbison is a Series 66-licensed financial advisor with Edward Jones in Clinton, Indiana, with two years of industry experience. She previously worked at 1st Source Bank from 2014 to 2016 and rejoined Edward Jones in 2024 after an earlier eight-year tenure. Outside of her advisory role, Laurie’s spouse has a minority interest in family-owned farmland rented for agricultural production. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Douglas H

Series 63, Series 65

Paris, IL

LPL Financial

Douglas Hasler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2012 and also has ongoing roles at Longview Bank & Trust and Marks Group Wealth Management. Hasler serves as president of the Joe & Nila White Hasler Foundation, a family private charitable foundation, and is a commissioner on the City of Paris, Illinois, city council. 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 variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.

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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Chance J

Series 66

Clinton, IN

Edward Jones

Chance Jones is a financial advisor at Edward Jones in Clinton, IN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Collom Excavating, Trine University, and Riverton Parke Highschool. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

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