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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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Out of 400,000+ nationwide

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Ramon H

Series 63, Series 65

Hamilton, TX

Cetera

Ramon Haile is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities since 1989, including roles at Avantax and his own business entities. He is also involved with Will Hale LLC as a registered representative. 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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Emiley Z

Series 66

Hamilton, TX

Cetera

Emiley Zschiesche is a financial advisor with Cetera, holding a Series 66 designation and beginning her industry career in 2025. She has worked with multiple entities within Cetera and has experience providing accounting and financial services through Will R Hale, LLC. 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, supported by various advisor-managed and third-party managed investment programs.

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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Melanie H

Series 63, Series 66

Hamilton, TX

Raymond James Financial

Melanie Housden is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cetera Advisor Networks LLC, Carson Institutional Alliance, Carson Wealth Management, LLC, and LPL Financial. Outside of advising, she is the owner of Pecan Creek Outfitters, LLC, a business managed by her family. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and supported by firm research and institutional resources.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Kelly K

Series 66

Hamilton, TX

Edward Jones

Kelly Kuhl is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 large network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Reagan R

Series 66

Hamilton, TX

Raymond James Financial

Reagan Reich is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing four years of industry experience. Prior to his current role, he worked at Enterprise Rent-A-Car for three years. He serves as a board member of the Hamilton County Historical Commission, engaging in efforts to preserve and promote the history of Hamilton, Texas. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a range of implementation options supported by extensive research and affiliate resources.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Hunter C

Series 66

Hamilton, TX

Raymond James Financial

Hunter Creasey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has also worked with Oak Crest Advisors and has a background that includes roles at Hardin-Simmons University and Georgetown ISD. Outside of his advisory work, Creasey is associated with Melanie J Financial LLC in a registered representative capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, offering a variety of implementation options while frequently maintaining an advisory and support role rather than discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Will H

CFP®, Series 66

Hamilton, TX

Cetera

Will Hale is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Avantax Insurance Services and Avantax Investment Services, alongside operating his own firm, Will R. Hale, LLC. Outside of financial advising, he is involved in community activities such as serving on a local fundraising committee, preaching and teaching at a church, and managing a cattle ranch through his business. 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, offering a range of portfolio management, financial planning, and fiduciary services.

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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