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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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Kendra T

Series 63, Series 66

Perryville, MO

Thrivent Investment Management

Kendra Troncale is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has held her current roles at Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2002. She holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations
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Tristin J

Series 66

Perryville, MO

LPL Enterprise

Tristin Johnson is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Peoples Community Bank. His background also includes roles outside finance, such as positions at Southeast Missouri University and Greenville High School. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services under one platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Keith L

Series 63, Series 66

Perryville, MO

Edward Jones

Keith Lorenz is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Shane G

Series 66

Perryville, MO

Thrivent Investment Management

Shane Galeski is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Proctor & Gamble and Toyoda Gosei. Outside of his advisory role, he serves as a firefighter with the Perryville Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics through a network of advisors. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

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Clay E

Series 63, Series 66

Perryville, MO

Thrivent Investment Management

Clay Eubanks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 certifications and over 18 years of combined experience, including a 15-year tenure at Procter and Gamble. He has been with Thrivent and its related entities continuously since 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics and allows clients to integrate planning with managed-account programs without discretionary trading authority.

Business ownership considerations
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Annette C

Series 63, Series 66

Perryville, MO

Edward Jones

Annette Coke Staggs is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 1996. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Perryville, MO

Edward Jones

Christopher Mudd is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Mudd serves as a member of Perryville Development Corp., a nonprofit organization focused on providing real estate for economic development in the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and services. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities including trust services and proprietary mutual funds.

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