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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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Chester H

Series 63, Series 65

Trinity, TX

Ameritas Advisory Services, LLC

Chester Hansen III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a long tenure at Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2002. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Trevor M

CFP®, Series 66

Trinity, TX

Edward Jones

Trevor McCarley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. His prior roles include positions at LPL Financial, JayKay Wealth Advisors, Wells Fargo Bank, and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is a co-owner of a family timber property in Richmond, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing Intergenerational Families
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Don E

Series 63, Series 65

Trinity, TX

Edward Jones

Don Evans is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he has involvement in oil and gas royalties in Lake Charles, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,000 financial advisors.

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