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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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Lane J

Series 66

Keosauqua, IA

Principal Financial Services

Lane Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 11 years of industry experience. He previously worked at Cambridge Investment Research, Inc., and has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Prior to his financial services career, he was involved in custom construction for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Josh C

Series 66

Keosauqua, IA

LPL Financial

Josh Cocherell is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and First Iowa State Bank. Outside of his advisory role, he serves as an elected city councilman in Keosauqua, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of financial planning and investment management solutions 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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Philip L

Series 63, Series 66

Keosauqua, IA

Raymond James Financial

Philip Lee is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2023, following a 15-year tenure at Scottrade, Inc. and two years at Charles Schwab. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Ashley W

Series 66

Birmingham, IA

LPL Financial

Ashley Worley is a financial advisor at LPL Financial with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research Advisors and Strategic Financial Services. Outside of her advisory work, she is involved with Revive Entertainment Complex and co-owns Grace Property Management LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a range of financial planning and 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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Jordan S

CFP®, Series 66

Hillsboro, IA

LPL Financial

Jordan Sathoff is a financial advisor at LPL Financial with 13 years of industry experience and holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of his advisory role, Sathoff owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. 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 range of investment solutions supported by in-house research 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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Amos S

Series 66

Keosauqua, IA

Cambridge Investment Research Advisors

Amos Stovall is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and Riverview Financial Group. Outside of finance, he owns a construction business and a dog grooming service. Cambridge Investment Research Advisors serves a wide range of clients 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 using various account platforms and investment strategies.

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

Series 66

Birmingham, IA

LPL Financial

Kylie Slocum is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Cambridge Investment Research. Outside of her advisory role, she is involved in family and small business ventures, including a handyman repair business and ownership of a farm in Birmingham, Iowa. 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 variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs 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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Elizabeth W

Series 66

Birmingham, IA

LPL Financial

Elizabeth Warner is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2024 and previously spent 15 years with Cambridge Investment Research, Inc. She is based in Birmingham, Iowa. 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 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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Janice T

CFP®, PFS™, Series 63, Series 65

Keosauqua, IA

Cambridge Investment Research Advisors

Janice Towne is a CFP® and PFS™ credentialed advisor with 29 years of experience in the financial industry. She is currently affiliated with Cambridge Investment Research Advisors and has held roles with various firms including Avantax and Riverview Financial Group. Outside of her advisory work, she serves as treasurer and owner/partner of Hotel Manning Preservation Group and is a board member of the Henry County Health Center Foundation. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple 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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