Wayne Ray Fourman

Trent May is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and has 19 years of industry experience. He has worked at Creative Financial Designs since 2009 and also maintains roles at CFD Investments, Inc. and May Financial. Outside of his advisory work, he serves on the Board of Directors for Nordecke and acts as Matchday Operations Director for Columbus Crew matches and related events. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs an asset-class model allocation approach informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and platform options.

Douglas Shields is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has been with Creative Financial Designs since 2000 and is also affiliated with May Financial Group and CFD Investments, Inc. Outside of his advisory roles, he serves as vice president of CD Shields Farm. Creative Financial Designs serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing, with flexible billing options and a suite of affiliated financial and advisory services.

Terry May is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with Creative Financial Designs since 2003 and also serves as president of May Financial Group Inc., an independent insurance sales business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Gary Cloyd is a financial advisor with Creative Financial Designs, Inc. in Greenville, OH, holding a Series 63 designation and 32 years of industry experience. He has worked at Creative Financial Designs since 2020 and has been involved with cfd Investments, Inc and May Financial Group since 2018. Outside of his advisory roles, he is also involved in insurance sales, including Medicare Supplement products. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs asset-class model allocations and multiple risk objectives, supplements its strategies with third-party research, and provides Biblically Responsible Investing options.

Wesley Wilt is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

Jake Fashner is a financial advisor with Principal Financial Services in Bradford, OH, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at firms including Mass Mutual Investors Services and Fifth Third Securities. Outside of financial advising, he is involved in farming and owns several business entities related to insurance, real estate rentals, and operations through LLCs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.