Tara Nicole Carter

Chad Tennant is a financial advisor with The Freedom Experience, Inc., holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at Landmark Investment Group, TWAMS Financial Planning, Summit Wealth Management, and First Command. Outside of advising, he manages a professional liaison management services business. The Freedom Experience is an independent wealth management firm serving primarily high-net-worth individual households, as well as charitable organizations, trusts, and estates. The firm offers discretionary investment management and comprehensive financial planning, utilizing fundamental security analysis and a diverse mix of domestic and international securities.

Craig Drees is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked with Creative Financial Designs since 2010 and has longstanding roles at Security Counselors, Standard Life, and D.B.A. Dree's Financial Services. Outside of his advisory work, he owns SMD Insurance Consultants, LLC, a non-investment-related business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

Adam Fullenkamp is a CFP® professional with five years of industry experience, currently advising at Creative Financial Designs, Inc. in Sidney, Ohio. He has been with Creative Financial Designs since 2021 and is also involved with Seniormark, where he participates in Medicare health insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations adjusted by an Executive Investment Committee and offers specialized services including Biblically Responsible Investing strategies.

Daniel Hoelscher is a CFP® professional with 17 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2019. He has also been associated with SeniorMark, LLC since 2009 and works as an independent insurance agent. Outside of financial advising, he is president of LoveTruthFully, Inc., a nonprofit focused on teaching Christians. Creative Financial Designs serves individual, corporate, and institutional clients by providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with multiple risk objectives and offers Biblically Responsible Investing strategies, supported by an Executive Investment Committee and third-party research.

Jordan Rethman is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has four years of industry experience and also works as an accountant specializing in tax preparation and bookkeeping. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable emphasis on non-discretionary account management.

David Selsor is a financial advisor at Fifth Third Securities, Inc. in Piqua, Ohio, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.