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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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Robert V

ChFC®, Series 63

Fulton, KY

Silver Oak Securities, Incorporated

Robert Voegeli is a ChFC® credentialed financial advisor at Silver Oak Securities, Incorporated with 49 years of industry experience. He has been with Silver Oak Securities since 2006 and has a longstanding career with Connecticut Mutual Life Insurance dating back to 1976. Outside of his advisory role, he operates Financial Service Associates, a business involved in the sales and service of insurance and investment products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers customized portfolio management, unified managed account programs, financial planning, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Emily S

Series 65

Union City, TN

The Burney Company

Emily Stokes is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and has prior work history at Union City Eye Care, PC, The Citizens Bank of Hickman, KY, and Greenfield Banking Company. The Burney Company serves primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses proprietary fundamental and quantitative models in its investment approach and offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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John D

Series 65

Union City, TN

The Burney Company

John Drerup is a financial advisor with The Burney Company, holding a Series 65 designation and over 21 years of industry experience. He has been with The Burney Company since 2004. Outside of his advisory role, he manages Maverick Investments, LLC, overseeing company investments and business operations. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team platform that offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Roger W

Series 63, Series 65

Union City, TN

Centaurus Financial, Inc.

Roger Walker is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Centaurus Financial since 2018 and previously held roles at Csenge Advisory Group, FSC Securities Corp, and The Retirement Group, LLC. Outside of advisory services, he owns a consulting business that provides marketing services to small businesses using digital advertising techniques. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, small businesses, and institutions. The firm provides financial planning, asset management, access to third-party managers, and retirement-plan advisory services, employing both fundamental and technical analysis alongside model portfolios and tax overlay strategies.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bradley H

Series 66

Union City, TN

LPL Financial

Bradley Harris is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He previously worked at Security Bank and Trust Company for seven years and Reelfoot Bank for six years. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops diversified and alternative investment strategies.

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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Dalton L

CFP®, Series 66

Union City, TN

Edward Jones

Dalton Lewis is a CFP® with nine years of experience, currently serving as a financial advisor at Edward Jones in Union City, TN. He has been with Edward Jones since 2016, with a brief period of unemployment in 2015-2016. Outside of his advisory role, he manages and maintains a commercial office building rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Union City, TN

Robert Baird & Co.

Benjamin Ferguson is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory role, he is an owner of two recreational properties, River Bend Hunting Club, LLC and Brown Creek Lodge LLC, located in Tennessee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Anthony R

ChFC®, Series 66

Martin, TN

Edward Jones

Anthony Robinson is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. His work history includes roles at Merrill Lynch and Harris Insurance prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

Union City, TN

Robert Baird & Co.

Scott Ferguson is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including over three decades at J.J.B. Hilliard, W.L. Lyons, Inc., and has been with Robert Baird since 2019. Outside of his advisory role, he owns a farm that produces row crops and timber. Robert Baird & Co.’s DDK Group, where Mr. Ferguson is based, serves individuals, families, pension plans, corporations, and charitable organizations by providing tailored financial planning and portfolio management services that include discretionary and non-discretionary strategies, separately managed accounts, and overlay solutions.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Benjamin B

Series 66

Union City, TN

LPL Financial

Benjamin Beard is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes positions at ATA and Warner Law Firm PLLC, as well as roles at The University of Tennessee at Martin. Outside of his advisory work, he is a musician affiliated with First Baptist Church Martin. 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 variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

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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Bentley B

Series 63

Union City, TN

LPL Financial

Bentley Beard is a financial advisor with LPL Financial in Union City, Tennessee, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, Beard operates a family farm business raising and selling chickens, eggs, goats, and dogs, and is involved in a home-based travel agency. 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 variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with additional financial products and 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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Jennifer H

Series 66

Martin, TN

Edward Jones

Jennifer Hampton is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she co-owns a women’s and children’s clothing boutique with her husband in Union City, Tennessee. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branches, providing comprehensive investment and fiduciary services.

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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Audrey G

Series 66

Union City, TN

LPL Financial

Audrey Gregg is a financial advisor at LPL Financial with three years of industry experience. She previously worked at Baird and Hilliard Lyons and has experience with the University of Tennessee Foundation. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and combines advisory operations with insurance, credit, and lending products.

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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James H

Series 66

Union City, TN

LPL Financial

James Hardin is a financial advisor with LPL Financial in Union City, TN, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Hardin is a co-owner and co-manager of Vive, a wine and cocktail bar in Union City. 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 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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Brock B

Series 66

Union City, TN

LPL Financial

Brock Brauer is a financial advisor with LPL Financial in Union City, TN, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he worked in various roles including positions at the UT Martin Computer Store, Tate Family Foods, the University of Tennessee at Martin, and Greenfield High School. Outside of his advisory work, he serves as an itinerant preacher with the Beulah Baptist Association. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through 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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Tyler B

CFP®, ChFC®, Series 66

Union City, TN

Edward Jones

Tyler Bolton is a financial advisor with Edward Jones in Union City, TN, holding the CFP®, ChFC®, and Series 66 designations. He has seven years of industry experience, including prior roles at Lowe’s and DuPont through Pioneer Staffing Agency. Bolton has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner Executive Self-Employed
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Michael H

Series 63, Series 66

Martin, TN

Edward Jones

Michael Hampton is a financial advisor with Edward Jones in Martin, Tennessee. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including over two decades at Edward Jones. Outside of his advisory role, he serves as a substitute preacher at the Lebanon Church of Christ and is a financial partner in a women’s and children’s clothing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Union City, TN

Ameriprise

Zachary Eckert is a financial advisor with Ameriprise in Union City, TN, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at IBEX Global and TFT Global. Eckert is also involved with Blue Horseshoe LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John A

CFP®, Series 66

South Fulton, TN

Edward Jones

John Alexander is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in South Fulton, TN. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Ryan S

CFP®, Series 66

Martin, TN

Ameriprise

Ryan Stover is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Stover is a co-owner of Blue Horseshoe LLC, through which he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kevin S

Series 63, Series 65

Union City, TN

LPL Financial

Kevin Smith is a financial advisor with LPL Financial in Jackson, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with LPL Financial since 2017 and also has concurrent roles with Investment Centers of America and Leaders Credit Union since 2009. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, 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 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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Erica E

Series 63, Series 66

South Fulton, TN

Edward Jones

Erica Emily is a financial advisor at Edward Jones in South Fulton, Tennessee, with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Outside of her advisory role, she owns a farm property in Fulton, Kentucky. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products supported by a large nationwide network of advisors and branch offices.

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