Jason A Phipps

Jeremy Kelley is a financial advisor at Creative Financial Solutions, LLC with 18 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Cambridge Investment Research Inc. and The Huntington Investment Company. Kelley is also an independent insurance agent with various companies. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm emphasizes planning and fee-for-service models over asset-based fees and uses third-party custodians for investment execution rather than managing client assets directly.

Mark Casto is a financial advisor with Creative Financial Solutions, LLC, holding the CFP® designation and Series 63 license, and has 26 years of industry experience. He has been with Creative Financial Solutions since 2000 and also has a 12-year history with Cambridge Investment Research. Outside of advisory services, he is an independent insurance agent through his own firm, MARK CASTO, LLC. Creative Financial Solutions primarily serves individuals, families, small businesses, and trusts by providing comprehensive financial planning and related advisory services. The firm employs a planning and fee-for-service model rather than asset-based fees, focusing on mutual funds, ETFs, annuities, and similar vehicles, while advisors operate with dual registrations and utilize third-party custodians for investment execution.

Ryan Garland is a CFP® professional at Savvy with seven years of industry experience. He has worked at multiple firms including Budros, Ruhlin & Roe and Corient Services LLC. Outside of his advisory role, Garland facilitates farm succession planning with agricultural families through Nationwide Land As Your Legacy, where he also delivers presentations and helps connect clients with relevant professionals. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Richard Tucker is a financial advisor with Fifth Third Securities, Inc. in Circleville, Ohio. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including 27 years with Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Seth Hargrove is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2014. He has been affiliated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor within the structure of a large banking institution.

Thomasina Quesinberry is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Advisors LLC since 2021 and is also involved with Prosperity Advisors, a financial services firm where she serves as a compliance associate. Outside of her financial career, she volunteers as secretary for the Purrfect Companion Cat Resource Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.