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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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Sara H

Series 66

Sitka, AK

Diversify Wealth Management, LLC

Sara Hadad Dembs is a financial advisor at Diversify Wealth Management, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and several school districts. Outside of her advisory role, she is involved with Bumble Expeditions LLC, a tour operations business, and is a member of the Sitka Chamber of Commerce board in a non-financial capacity. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach and offers portfolio management across multiple account types using a wide range of investment vehicles.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Emma K

Series 66

Sitka, AK

Edward Jones

Emma Klein is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, Klein serves as a volunteer firefighter and EMT for the City of Sitka and works part-time at Cascade Creek Lodge, a summer fishing lodge. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General retirement planning Retirement income strategy Income planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kimberly R

Series 66

Sitka, AK

Edward Jones

Kimberly Rice is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012, based in Sitka, Alaska. 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 under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Sitka, AK

LPL Financial

Angela Mcgraw is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has previously worked at Waddell & Reed, various insurance carriers, and Cynthia Gibson, LLC. Mcgraw is based in Sitka, Alaska. 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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Nicholas L

Series 66

Sitka, AK

Edward Jones

Nicholas Lewis is a Series 66-credentialed financial advisor with Edward Jones in Sitka, Alaska. He has 11 years of industry experience, all with Edward Jones since 2015. 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.

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

Series 66

Sitka, AK

UBS Financial Services

Annette Starling is a Series 66-licensed financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is the vice president of the Coast Guard Spouses and Women's Association of Sitka, where she helps coordinate community events supporting Coast Guard families. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Cynthia G

CFP®, Series 66

Sitka, AK

LPL Financial

Cynthia Gibson is a CFP® professional with 27 years of experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc., and she has operated her own businesses, including Cynthia Gibson LLC and Wayfinder Wealth, LLC. Outside of financial advising, she is involved in entertainment and education through her ownership of Alaska Storytellers and Inside Scoop. LPL Financial provides a broad range of advisory and brokerage services to individual investors, retirement plans, institutions, and high-net-worth households. The firm offers diverse 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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