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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

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Capri P

Series 66

Cherokee Village, AR

Edward Jones

Capri Payne is a Series 66-licensed financial advisor with Edward Jones, based in Cherokee Village, AR, and has two years of industry experience. Prior to rejoining Edward Jones in 2025, Capri worked there from 2019 to 2025 and held positions at Empower and the State of Arkansas. Outside of financial services, Capri owns a food truck business called Smooches Burnouts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the U.S.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management ESG / Sustainable investing Public Service Employee Real Estate Professional Religious/faith focused Values-based investing
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Stephen T

Series 63, Series 66

Cherokee Village, AR

Edward Jones

Stephen Thompson is a financial advisor with Edward Jones in Cherokee Village, AR, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

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

Series 66

Ash Flat, AR

LPL Financial

Scott Daily is a financial advisor with LPL Financial in Ash Flat, Arkansas. He holds a Series 66 designation and has 19 years of industry experience. His prior work includes roles at FNBC Bank, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory work, he serves as president of Scott Daily Inc., a business entity unrelated to investment activities, and is involved with Myers Davis, an Arkansas Medicaid waiver program. 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 and accommodates various advisory and brokerage service combinations.

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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