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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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Gregory H

ChFC®, Series 63, Series 66

Port Aransas, TX

TLG Advisors, INC.

Gregory Hier is a financial advisor with TLG Advisors, Inc. based in Port Aransas, TX. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Nationwide Insurance Company and Nationwide Securities, Inc. Outside of his advisory work, he is also involved in photography, contributing to an on-demand art printing platform. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach grounded in fundamental analysis and Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Jason R

Series 63, Series 66

Ingleside On The Bay, TX

LPL Financial

Jason Reeves is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has previously worked at Cetera Advisor Networks, Summit Financial Group, and Summit Brokerage Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining 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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Brad F

Series 63, Series 65

Portland, TX

Raymond James Financial

Brad Feldman is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Raymond James Financial Services Advisors Inc. and Security Service Federal Credit Union since 2015 and works with Security Service Investment Group in a non-investment support role focused on brokerage account services. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Eric M

Series 66

Portland, TX

Edward Jones

Eric Mc Lester is a financial advisor at Edward Jones in Portland, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Bank of America and spent several years in education with the Aransas County Independent School District and Jan & Elly English Language School. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 66

Portland, TX

Edward Jones

Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Business ownership considerations Retirement income strategy Planning for children with special needs Retired Founder/Business Owner Executive
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Glenn E

Series 63, Series 65

Portland, TX

LPL Financial

Glenn Escovedo is a financial advisor with LPL Financial in Portland, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2008 and also works with IBC Bank, where he has been since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a 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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Parker B

CFP®, Series 63, Series 66

Portland, TX

Edward Jones

Parker Brown is a CFP® professional with 13 years of industry experience, currently advising at Edward Jones since 2021. Prior to joining Edward Jones, he spent nine years with Fidelity Investments. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a widespread 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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Elizabeth A

CFP®, Series 66

Portland, TX

Edward Jones

Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has worked at Edward Jones since 2016 and previously spent 16 years at Air Liquide. Outside of her advisory role, she serves as vice president and secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.

Retirement income strategy Founder/Business Owner Executive Oil & Gas Public Service Employee
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Michael M

Series 66

Port Aransas, TX

Wells Fargo Advisors

Michael Mewborne is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he is involved in a music band as a vocalist and instrumentalist and co-owns a photography business with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that include niche areas such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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