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.

Robert Lloyd is a CFA® charterholder with 18 years of industry experience. He is a principal at Lloyds Intrepid Wealth Management, where he has worked since 2020. Prior to that, he spent seven years at Bank of America Merrill Lynch. Lloyds Intrepid Wealth Management is a fee-only firm serving individual and high-net-worth clients, typically with a $500,000 household minimum. The firm employs a primarily passive investment approach supplemented by macroeconomic, fundamental, and technical analysis to adjust allocations, and may use short-term hedging strategies.

Kyle Cronan is a financial advisor at Stirlingshire Investments with 25 years of industry experience. He holds a Series 66 designation and has previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he is involved with 4:19 Custom Rods and Gear, a mission-based outdoor company focused on sales of fishing rods and outdoor gear. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through both direct management and model strategies available on the Advyzon marketplace.

David Charlaff is the sole advisor and managing member of Core Capital Management, LLC, an independent firm based in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. In addition to his advisory role, Charlaff manages CorePortfolio, LLC, which publishes an investment-related newsletter that he may recommend to clients. Core Capital Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes portfolios primarily using individual equities and fixed-income securities, employing a proprietary research process and typically operating on a non-discretionary basis.

Terrance Elder is a CFP® professional with 22 years of industry experience, currently affiliated with Optivise Advisory Services LLC. He has worked at Texas First Wealth Management, LLC since 2007 and has been involved with Cash Flow Planners since 2002, where he serves as president and dedicates significant time to selling fixed annuities and life insurance. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by advanced technology and reporting tools.

Kenton Braun is a CFP®, ChFC®, and holds a Series 65 license, with five years of industry experience. He is the sole advisor at Personal Prosperity LLC and previously worked at MitchellClark & Company. Personal Prosperity LLC is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies, and is notable for its use of borrowing and derivatives within separately managed accounts.

Joel Gooch is the sole advisor at Gemini Estate Plan LLC in Conroe, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with Gemini Sales since 1996 and devotes a significant portion of his time to retirement and tax planning as well as fixed insurance products through his role as a managing general agent. Gemini Estate Plan provides financial planning and investment advisory services primarily to individual clients, offering comprehensive plans covering tax, insurance, retirement, and estate planning. The firm employs a long-term, fundamental investment approach and delegates portfolio management to selected third-party managers, including AssetMark, with regular reviews of managed accounts and financial plans.

Stephanie Doyle is the principal of Stephanie E. Doyle Investment Management in Kingwood, TX, and holds a Series 63 designation. She has 14 years of industry experience and has led her independent firm since 2005. Her firm provides discretionary investment management and planning primarily for individual and prospective high-net-worth clients, managing approximately $7 million across about 20 relationships. The investment approach emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on fundamental analysis and intermediate to long-term holdings. The firm also offers operational services such as managing held-away retirement and HSA accounts with tax-efficient strategies and hosts educational seminars alongside regular client meetings.

Brian Lively is the principal of B. Lively Financial, LLC, an independent advisory firm based in Spring, TX. He holds a Series 65 designation and began his financial advisory career in 2026. Prior to founding the firm, he has worked at United Surgical Partners Incorporated since 2015. Mr. Lively devotes the majority of his professional time to a healthcare occupation outside the advisory business. B. Lively Financial, LLC provides discretionary portfolio management and investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs an equity-focused investment approach that combines charting, technical, and fundamental analysis to implement growth- or momentum-oriented and sometimes concentrated positions across a range of securities, operating under ERISA fiduciary standards with ongoing client consultations.

Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.

Jennifer Aguirre is a financial advisor at Silverstone Private Wealth with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Morgan Stanley, and Navy Federal Investment Services. Aguirre is also a licensed insurance agent. Silverstone Private Wealth provides discretionary and non-discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm focuses on customized investment programs aligned with client goals and risk tolerance, offering both long- and short-term strategies with regular account reviews.

Bradley Livingston is a financial advisor at Livingston Wealth Advisory in Conroe, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at OSAIC, Harman Wealth Management, Sagepoint Financial Inc, Wells Fargo Clearing, and Citigroup Global Markets. Livingston Wealth Advisory provides portfolio management and investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm employs a smart-beta approach focused on factor-based and sector ETFs combined with fundamental and technical analysis, and it operates without minimum account sizes or proxy voting on clients’ behalf.

Matthew Mann is a financial advisor at Ascending Assets with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascending Assets since 2017. Outside of advising, he has worked with Domino's Pizza since 2016. Ascending Assets LLC provides portfolio management and investment planning services primarily to corporations and business entities. The firm focuses on tailored portfolio construction and ongoing monitoring, applying a blend of cyclical and fundamental analysis alongside modern portfolio theory in its investment approach.

Donnie Carpenter is a CFP® and holds a Series 66 license with 12 years of industry experience. He is the principal advisor at First Move Financial, LLC, an independent firm based in The Woodlands, TX. His prior work includes roles at HFG Wealth Management, LLC and Back Office Solutions. He also has a teaching role at Texas A&M University. First Move Financial serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, covering areas such as retirement, tax, estate, college funding, and business-owner planning. The firm combines passive portfolio construction with selective fundamental analysis and offers bespoke advisory pricing alongside various planning engagement options.

Bryan Kelly is a CFA® charterholder with 20 years of industry experience. He is the sole advisor at Hodos Wealth Group, LLC, where he has worked since 2021. Prior to that, he held advisory roles at Private Advisor Group, LPL Financial, and Kidwell and Company. Hodos Wealth Group provides ongoing portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm uses a combination of modern portfolio theory, fundamental analysis, and charting to develop tailored investment strategies, focusing on ETFs, mutual funds, equities, fixed income, and Treasury inflation-protected securities.

Deborah Wiggin is a CFP® professional with 31 years of industry experience. She has led Wiggin Financial Planning P.A. since 2009. The firm serves individual clients and small business owners, focusing on pre-divorce financial planning and small-business planning. Wiggin Financial Services offers written financial plans and discretionary investment management through a fee-only, multi-step planning process that combines tactical and strategic asset allocation with a core-satellite approach.

Phuong Nguyen is a financial advisor at Quality Wealth Care, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Quality Wealth Care since 2005 and Nugent & Associates, Inc. since 2004. In addition to her advisory role, Nguyen works as an insurance agent, accountant during tax season, and business consultant. Quality Wealth Care provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite framework and offers pension-plan consulting and employee benefits education for business clients.

Diego Luna Y Parra Diaz is a financial advisor at Berlin Wealth Group Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Berlin Wealth Group Advisors, he worked at Kpitalia Asset Management, Finamex International, and several other firms in Mexico. Berlin Wealth Group Advisors provides fee-based investment advisory, discretionary portfolio management, and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension plans, and corporate entities. The firm employs a tactical allocation approach using fundamental and technical analysis and offers performance-based fee arrangements for qualified clients.