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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

12 advisors near 88310

Out of 400,000+ nationwide

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Ian T

Series 63, Series 65

Alamogordo, NM

First Choice Financial Planning, LLC

Ian Tomlinson is a financial advisor with First Choice Financial Planning, LLC in Alamogordo, New Mexico. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Tomlinson has been with First Choice Financial Planning since 2017 and previously conducted due diligence for the firm. Outside of financial advising, he is the owner and instructor at Centerfire Firearms Training, LLC, providing concealed handgun carry instruction in New Mexico. First Choice Financial Planning is an independent, solo-advisor firm serving individual and high-net-worth clients. The firm develops client-specific investment plans using various analytical approaches and typically manages accounts on a discretionary basis with a long-term orientation that can include active strategies and higher-risk instruments when suitable.

Active portfolio management Options & derivatives strategies
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Charles S

Series 66

Alamogordo, NM

Ally invest Advisors

Charles Sours is a financial advisor with Ally Invest Advisors, holding a Series 66 license and five years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at First Command in various roles from 2019 to 2021 and has experience with other companies including PreCheck. Outside of his advisory work, he owns and operates an e-commerce business called Land of Enchantment Deals. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth investors, providing discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios based on Modern Portfolio Theory, incorporating ETFs and automated rebalancing, and operates at scale with a strong emphasis on digital processes and transparency.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
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Jason D

Series 66

Alamogordo, NM

First Command Advisory Services

Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within entities affiliated with First Command since 2021. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and provides structured, face-to-face financial coaching through its Tailored Professional Services engagement and discretionary Asset Management Solutions program.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Steven B

Series 66

Alamogordo, NM

Edward Jones

Steven Bunt is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory work, he owns a landscape photography business where he sells his photos online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through 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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Candace M

Series 66

Alamogordo, NM

Edward Jones

Candace Muncy is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, with a prior one-year employment at Southern NM Surgery Center. Outside of advisory work, she is a shareholder in an RV park and a manufacturing business in Alamogordo, NM. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement income strategy Founder/Business Owner
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Remick H

Series 63, Series 66

Alamogordo, NM

LPL Financial

Remick Ham is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Investment Centers of America. Outside of advising, he owns a non-investment-related business in Tularosa, NM. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, 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 combines large-scale advisory operations with non-advisory product offerings.

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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Keith F

Series 66

Alamogordo, NM

Edward Jones

Keith Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he served in the United States Air Force from 2000 to 2025, with a brief retirement year in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Alamogordo, NM

OSAIC

Marc Joyner is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Osaic since 2000 and serves as an elder and officer at Desert Hills Church of Christ. Additionally, he is a board member of the White Sands Rotary Club and provides notary services to clients on a voluntary basis. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs utilizing advanced planning and portfolio management tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Bob M

Series 66

Alamogordo, NM

Edward Jones

Bob Money is a Series 66 licensed financial advisor with Edward Jones in Alamogordo, NM, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a football coach for Alamogordo Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting a large nationwide network of financial advisors.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Kris H

Series 66

Alamogordo, NM

Edward Jones

Kris Holt is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Otero Federal Credit Union for nine years. Outside of his advisory role, Holt has managed rental property ownership activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations General estate planning guidance Founder/Business Owner
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Megan W

CFP®, Series 66

Alamogordo, NM

Edward Jones

Megan Wade is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Alamogordo, NM. She has three years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Inheritance planning Wealth management Military & Veterans Women Professionals
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Tamra B

Series 65

Alamogordo, NM

LPL Financial

Tamra Burling is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. She previously worked at Otero Federal Credit Union for 26 years and is also associated with Legacy Financial Partners. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering diverse investment solutions supported by an in-house Research team.

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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