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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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Ronny H

Series 63, Series 65

Williston, SC

Palmetto Retirement Specialists, LLC

Ronny Hair is a financial advisor with Palmetto Retirement Specialists, LLC in Williston, SC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Gradient Securities, LLC since 2012 and owns Aiken Financial Center, LLC, where he is involved in insurance product sales. Hair also owns Tinker Creek Plantation, LLC, which holds approximately 62 acres of land used as his primary residence. Palmetto Retirement Specialists provides fee-based financial planning and consulting to individuals and various organizations, arranging investment management through third-party money managers. The firm uses a referral-oriented model with fixed or hourly planning fees and does not accept discretionary trading authority or manage client assets directly.

General retirement planning Income planning General tax planning General estate planning guidance
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James R

Series 63, Series 65

Barnwell, SC

LPL Financial

James Richardson is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 17 years. Richardson also operates Richardson Financial Services, a business related to his LPL advisory and insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, 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 such as insurance and credit services.

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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