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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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Guy D

Series 63, Series 66

Burkburnett, TX

Edward Jones

Guy Duke is a financial advisor with Edward Jones in Burkburnett, TX, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Edward Jones since 2003. Duke serves as a voting board member of the Burkburnett Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Jenny G

Series 66

Iowa Park, TX

Charles Schwab

Jenny Gray is a financial advisor at Charles Schwab & Co., Inc. based in Iowa Park, TX, with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and J.P. Morgan Securities. Outside of her advisory role, she manages a rental property in Wichita Falls, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance supported by integrated custody, brokerage, and alternative investment services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Courtney F

Series 66

Iowa Park, TX

Edward Jones

Courtney Forsythe is a financial advisor with Edward Jones in Iowa Park, TX, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked at Darrel Walker State Farm for 15 years and was involved with Defining Moments Dance Studio for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and fiduciary advisory services, supported by approximately 23,701 financial advisors nationwide.

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

CFP®, Series 66

Iowa Park, TX

Edward Jones

Shelby Womack is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Shelby worked at Rough Creek Lodge. Outside of advisory work, Shelby is involved in family cattle ranching and owns the Edward Jones office location in Iowa Park, Texas, which he leases to the firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Daniel C

Series 66

Burkburnett, TX

Cetera

Daniel Carnahan is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he spent eight years with Avantax in various advisory and insurance roles. Outside of his advisory work, Carnahan is involved in accounting and tax preparation through his role at Tugman & Cox, PC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a blend 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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