Alex Lewis CPA, CFP®
A member of the financial services industry since 2010, Alex Lewis joined the Blackbridge Financial team in 2016 and has been managing the team since 2020. Alex is driven by the goal of enhancing the lives of his clients in the pursuit of their financial goals and ensuring their assets will make an impact on the causes they are passionate about.
Alex graduated from Anderson University with a Bachelor of Science in Financial Economics and Accounting. He has been trained as a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA). In his free time, Alex can be found spending time with his family, golfing, enjoying the outdoors, and exercising.
A recognized leader in the industry, Alex has received numerous accolades including:
- Forbes Top Next-Gen Advisor (2021)
- Forbes Best-in-State Wealth Advisor (2023, 2024)
- LPL Financial Chairman’s Club member for 4 consecutive years (2020–2024), awarded to the top 4% of LPL Financials’ 21,000+ advisors
- Ranked #99 in the 100 Fastest Growing Advisors in AdvisorHub’s 2024 1,000 Advisors to Watch
AWARDS
Volunteer/Charity Work: Alex and his wife, Carrie, are members of Riverland Hills Baptist Church, where Alex serves as a Deacon and member of the finance committee.
Favorite vacation destination: The Grand Canyon
First job: Stagehand for a live music production company
Favorite breakfast food: Bacon, egg, and cheese biscuit
Top item on your bucket list: Visiting every SEC football stadium
Disclosures:
a) The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
b) The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
c) For AdvisorHub's 100 Fastest Growing Advisors, nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.
d) LPL Chairman's Club membership is based on annual production.
Ben Orner MBA, CFP®
Before joining Blackbridge Financial in 2021, Ben Orner worked in the public and private sectors taking part in fiscal analysis and system implementation. He has over a decade of experience in management and data analysis.
Throughout Ben’s career, he has been driven by his passion for helping others find solutions to problems, no matter the size. Ben recognizes that each client is unique and enjoys tailoring plans to help people get their financial plan on the right track.
Ben earned his Bachelor of Science with honors in Psychology and Bible as well as his Master of Business Administration from Columbia International University. He has earned his Project Management Professional (PMP) certification and his Certified Financial Planner (CFP®) certification. In his spare time Ben enjoys spending time with his wife and two children, playing soccer, and participating in his church.
Volunteer/Charity Work: Ben and his wife are active members of Riverland Hills Baptist Church where Ben enjoys serving in the children and men’s ministries
Favorite vacation destination: Disney, especially the cruises
First job: Cashier at a grocery store
Favorite breakfast food: Bacon and cheese omelet
Top item on your bucket list: Riverboat cruise through Europe or RV through Utah and Wyoming
Joe Perritt CFP®, CKA®
Joe Perritt started his career in 2019 working part-time for a financial advisor during college. He was inspired by his mother, a retired financial advisor, to pursue a career as a wealth advisor. Joe saw the way that his mother helped her clients and realized that he wanted to follow in her footsteps.
Joe specializes in serving professionals and business owners. He is passionate about helping those in his community and building meaningful relationships that reach beyond a client’s financial endeavors. Joe takes pride in learning the stories of his clients and investing in their lives.
Joe graduated with honors from the University of South Carolina’s Darla Moore School of Business with a Bachelor of Science in Finance. When Joe is out of the office, he enjoys going to the lake, spending time with friends, family, and his dogs, and cheering on the Gamecocks.
Volunteer/Charity Work: Joe and his wife, Katie, are members of Radius Church where they serve on the safety team and in the children’s ministry.
Favorite vacation destination: Edisto Beach
First job: Camp Counselor at Camp Cedar Cliff
Favorite breakfast food: Bojangles Cajun Filet Biscuit
Top item on your bucket list: Play golf with Scottie Scheffler
Sean McCulloch MBA
Sean McCulloch has been a member of the Blackbridge Financial team since 2024. Sean sees financial advising as the perfect intersection of his love for finance and his desire to help those in his community. He is passionate about helping families and individuals gain control of their finances, enabling them to live confidently and generously.
Sean graduated with honors from Mississippi State University with a Bachelor's Degree in Finance and his Master’s Degree in Business Administration. Sean and his wife, Shanna, met while they were both attending Mississippi State.
When he isn’t in the office, Sean loves spending time outside, attending baseball games, and building furniture. Sean and Shanna also enjoy road trips, especially to see old friends.
Volunteer/Charity Work: Sean and his wife are members of Radius Church where they volunteer on the safety team and in the children’s ministry.
Favorite vacation destination: Hilton Head, specifically Sea Pines
First job: Boiling hot dogs for a minor league baseball team
Favorite breakfast food: Bacon, egg, and cheese bagel with cream cheese
Top item on his bucket list: Attend a game at every Major League Baseball stadium
