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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

5 advisors near 81052

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Michael B

Series 66

Lamar, CO

Raymond James Financial

Michael Beard is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Prospera in 2023. Outside of his advisory role, Beard manages a commercial rental property through an LLC. Prospera Financial Services is an enterprise-scale advisory and broker-dealer firm serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across 140 offices, offering a range of investment advisory and financial planning services delivered via multiple platforms and customizable portfolio strategies.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Melissa B

CFP®, Series 63, Series 65

Lamar, CO

Edward Jones

Melissa Bower is a CFP® credentialed financial advisor with 12 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions with PRUCO Securities, LLC and Prudential Insurance Company of America. Outside of finance, she owns a natural body products business and serves as a part-time business professor at Morgan Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by one of the largest networks of financial advisors and branch offices in the industry.

Retirement income strategy General retirement planning Wealth management Government Employee
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Brenna C

Series 66

Lamar, CO

OSAIC

Brenna Chenoweth is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc., as well as operating her own advisory business under Core Financial. She is involved in insurance and Medicare consulting through Core Financial Advisors, Inc., which she owns. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse range of clients including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers various programs and access to multiple custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Monty C

Series 63, Series 65

Lamar, CO

OSAIC

Monty Coen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, Coen serves on the Lamar Christian Church board, the Prowers Conservation District board, and the 911 Authority Board of Prowers County, and he is the owner/operator of Coen Farms. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a range of investment options and advisory programs across multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Zebadiah H

Series 66

Lamar, CO

OSAIC

Zebadiah Harvey is a Series 66-licensed financial advisor with Osaic Wealth, Inc., bringing one year of industry experience. His prior roles include positions at McClave State Bank, American Ag Credit, and Legacy Bank. Outside of his advisory work, he volunteers as a high school wrestling coach and teaches a business class at Lamar Community College. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to a wide range of investment products and third-party managers.

Annuities Founder/Business Owner Executive Retired
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