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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

11 advisors near 74701

Out of 400,000+ nationwide

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Tammy B

Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Tammy Byrd is a financial advisor at Gaddis Premier Wealth Advisors LLC with 18 years of industry experience, including her current role since 2022 and prior work at Gaddis & Gaddis Wealth Management from 2006 to 2022. She holds the Series 65 designation. Outside of her advisory work, she is involved in sales of Avon cosmetic products and Legal Shield insurance services. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management and fundamental analysis to construct portfolios from mutual funds, ETFs, stocks, and bonds, offering a long-term orientation with flexibility for tactical trades.

Wealth management General retirement planning Income planning
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Leah B

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leah Brooks is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. Her career includes positions at Securities America Advisors and Raymond James Financial Services. She serves as President of the Southeastern Oklahoma State University Wesley Foundation and as Secretary of Partners in Education. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining fundamental analysis and Modern Portfolio Theory, managing approximately $314 million in assets across multiple offices.

Wealth management General retirement planning Income planning
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Jordan H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Jordan Haddox is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Kestra Advisory Services, Kestra Investment Services, and Exodus HR Group. Haddox is also licensed as an insurance agent. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management built on fundamental analysis and Modern Portfolio Theory, offering a range of allocation models and ongoing manager monitoring.

Wealth management General retirement planning Income planning
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Roger G

CFP®, Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Roger Gaddis is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Gaddis Premier Wealth Advisors LLC, where he has worked since 2022. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and Linsco/Private Ledger Corp. Outside of advisory work, Gaddis serves on several advisory boards, including Good News Publishing and the Boy Scouts Arbuckle Council, and holds a board position at Union Mutual Insurance Co. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, and applies fundamental analysis alongside Modern Portfolio Theory to develop allocation models tailored to client goals.

Wealth management General retirement planning Income planning
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Derek H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Derek Hines is a financial advisor at Gaddis Premier Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Kestra Advisory Services, and Private Client Services. Outside of his advisory role, Hines serves as President of Durant Trails and Open Space, a nonprofit focused on outdoor activities and trail maintenance, and is Executive Pastor at Victory Life Church in Durant, OK. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining low-cost mutual funds, ETFs, stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term orientation.

Wealth management General retirement planning Income planning
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Leigh G

Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leigh Gaddis is a financial advisor at Gaddis Premier Wealth Advisors LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Kestra Financial, Inc. Outside of advising, she serves as a commissioner on the Oklahoma Department of Wildlife Conservation and is involved in several business ventures including ranching, oil and gas interests, and billboard leasing. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term focus while allowing tactical adjustments.

Wealth management General retirement planning Income planning
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Barrett S

Series 63, Series 66

Durant, OK

Edward Jones

Barrett Shirey is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Prior to this, he was briefly associated with Free Specialists LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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Gerald T

Series 66

Durant, OK

LPL Financial

Gerald Tidwell is a financial advisor with LPL Financial based in Durant, Oklahoma, holding a Series 66 designation and bringing 10 years of industry experience. He has been affiliated with both LPL Financial and First United Bank & Trust since 2015. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households, offering a wide 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
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Wyatt D

Series 66

Durant, OK

Edward Jones

Wyatt Daniel is a financial advisor at Edward Jones in Durant, OK, with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Ameristate Bank and Bailey and Associates, and has experience as a business owner in carpet cleaning. Outside of advising, he is involved in real estate investing through several partnerships focused on rental properties and home building ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

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

Series 66

Durant, OK

Edward Jones

Ryan Richardson is a financial advisor with Edward Jones in Durant, Oklahoma, holding a Series 66 credential and having 13 years of industry experience. He has been with Edward Jones since 2013. Outside of finance, he is a self-employed rancher producing beef cattle in Caney, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment products supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner
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Connor B

Series 66

Durant, OK

Edward Jones

Connor Brinkley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with the Choctaw Nation of Oklahoma and National Livestock Credit Corp. He is involved in the livestock industry through his role in Southern Oklahoma Livestock Auction, LLC, where he hauls cattle to the sale barn. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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