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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

9 advisors near 69301

Out of 400,000+ nationwide

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Maverick C

Series 66

Alliance, NE

LPL Financial

Maverick Churchill is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes six years at Sandhills State Bank and four years at First National Bank Omaha. Outside of finance, he is involved in the livestock and meat retail business through Churchill Livestock, LLC and Braska Beef. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and various investment vehicles.

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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Morgan W

Series 66

Alliance, NE

Edward Jones

Morgan Wills is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience, including ten years at FNIC prior to joining Edward Jones. 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 variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 63, Series 66

Alliance, NE

Edward Jones

Richard Otto is a CFP® with over 32 years of experience at Edward Jones, where he has worked since 1992. He is based in Alliance, Nebraska, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Otto serves on the board of directors for Immuntrix Therapeutics Inc. and has held leadership positions on the finance committee of Holy Rosary Church and as president of the St. Agnes School Board in Alliance. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 63, Series 66

Alliance, NE

LPL Financial

Gregory Powell is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2000. He has 25 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and operates farming businesses in Nebraska. 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 wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

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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Charles O

Series 66

Alliance, NE

Edward Jones

Charles Otto is a financial advisor with Edward Jones in Alliance, Nebraska. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, his background includes roles in construction and various business activities. Outside of his advisory work, Otto owns and operates a local mowing and yard work service. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers diverse investment strategies and operates under a fiduciary standard, supported by an extensive network of advisors and branch offices nationwide.

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

Series 66

Alliance, NE

Cetera

Cyndi Richardson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has been with Cetera since 2004 and also serves as president and owner of JAG Professional Services, Inc., an accounting practice. In addition to her advisory role, she is involved in selling supplemental health insurance through multiple providers. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jessica M

Series 63, Series 66

Alliance, NE

Raymond James Financial

Jessica Manion is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with First Investments and Planning since 2019 and has experience at First National Bank Omaha and Raymond James Financial Services Advisors, Inc. She is also involved in agricultural activities through a family-owned sole proprietorship. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

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

Series 66

Alliance, NE

Edward Jones

Josephine Shelmadine is a Series 66-licensed financial advisor with Edward Jones, bringing two years of industry experience. Her prior work includes roles at Boys Town and Creighton University, as well as operating a cleaning services business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Series 63, Series 66

Alliance, NE

Cetera

Randy Langemeier is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes roles at Avantax Advisory Services and multiple banking institutions, including First National Bank of Gordon and Nebraska Bank. Outside of his advisory work, Langemeier serves as a trustee for Box Butte General Hospital and participates on several bank boards, and he also operates as a CPA and public speaker. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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