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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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Galen D

Series 63, Series 65

Clinton, MO

Eagle Strategies (NY Life)

Galen Dody is a financial advisor with Eagle Strategies (New York Life) based in Clinton, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Generation Strategies, Farm Generation Strategies, and ongoing ownership of Dody Legacy Group. Dody serves on several nonprofit and community boards, including the Truman Lake Foundation, KMOS-TV public broadcasting, Henry County Historical Society, and AgriLegacy Tomorrow, which supports agricultural education scholarships. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement consulting through a network of over 2,000 advisors. The firm emphasizes client-directed solutions using third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Aaron F

Series 66

Clinton, MO

Cetera

Aaron Fickle is a financial advisor with Cetera, holding a Series 66 designation and approximately one year of industry experience. He has worked with firms including Avantax Advisory Services and Cook & Company CPAs + Wealth Management, where he also serves as a small business specialist and wealth management assistant. Aaron is an advisory board member of the Truman Lake Community Foundation. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and combines retirement and fiduciary capabilities with its broader trust and institutional network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jerry W

Series 63, Series 65

Clinton, MO

OSAIC

Jerry Willis is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 17 years. Outside of his advisory role, Willis owns and operates Jerry Willis Insurance, a business focused on the sale of fixed life, health, fixed annuity, and long-term care insurance. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Cindy E

Series 63, Series 65

Clinton, MO

Raymond James & Associates

Cindy Ellis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at LPL Financial and Commerce Brokerage Services, Inc. Outside of finance, she owns and teaches fitness and yoga classes through her business, Cinderellis Fitness, LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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James S

CFP®, Series 66

Clinton, MO

Edward Jones

James Stiegemeyer is a CFP® professional affiliated with Edward Jones, where he has been an advisor since 2016. He holds a Series 66 license and has 10 years of industry experience. 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, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 63, Series 65

Clinton, MO

Cetera

Benjamin Johnson is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Securities America. Johnson serves as Board Chairman of Big Brothers Big Sisters of Henry County and holds leadership roles on several local community service boards, including Bright Futures Clinton and the Education Foundation for Clinton Students. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated with its broader institutional network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Shelly J

Series 66

Clinton, MO

Cambridge Investment Research Advisors

Shelly Johnson is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2018. Outside of her advisory role, Johnson is involved in community activities related to swimming, serving as president of the Golden Valley Swim Club and secretary of the South Suburban Swim League, as well as coaching at Clinton High School. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

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

CFP®, Series 66

Clinton, MO

Edward Jones

Joseph Manning is a financial advisor with Edward Jones in Clinton, MO, holding CFP® and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2014 and is also a partner in Green Arrow Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions 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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John D

CFP®, Series 66

Clinton, MO

Edward Jones

John Davis is a CFP® and Series 66 designated financial advisor with Edward Jones in Clinton, MO, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as Vice President of Stanlin Auto & Truck Salvage in Tebbetts, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of financial advisors.

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

Series 63, Series 66

Clinton, MO

Cetera

Ryan Cook is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cetera and Avantax firms since 2019 and has managed his own CPA and wealth management practice, Cook & Company CPAs + Wealth Management, LLC, since 2002. Cook is a board member of the Truman Lake Community Foundation, which provides grants to benefit local citizens in Henry County, Missouri. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to various managed account programs and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ashton C

Series 66

Clinton, MO

Cetera

Ashton Cook is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services Inc. In addition to his advisory role, Cook is involved with Cook & Company CPAs + Wealth Management, LLC, where he assists with financial planning and tax preparation services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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