Daryl Phillips is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Financial Designs since 2017, alongside prior roles at Diamond Financial Group and CFD Investments, Inc. Phillips is also an independent insurance agent specializing in life insurance and annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactical management, including Biblical Responsible Investing options.

Steven Neustaedter is a CFP® professional with 29 years of experience in financial advisory services. He has been with Creative Financial Designs, Inc. since 2013 and also operates Steven Neustaedter and Associates, Inc. alongside his role at the firm. His other business activities include independent insurance sales and involvement with Swan Wealth Management LLC. Creative Financial Designs serves a diverse client base, including individual, charitable, corporate, and retirement plan clients, offering investment management and financial planning through a network of advisers. The firm’s investment approach emphasizes asset-class model allocations supported by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Robin Lee is a financial advisor with Creative Financial Designs, Inc. in Overland Park, KS, holding a Series 66 designation and 27 years of industry experience. Lee has been with Creative Financial Designs and cfd Investments, Inc. since 2008 and has also worked with Best Financial Services Inc. since 2006. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs an asset-class model allocation approach informed by third-party research and offers strategies including passive ETFs, tactically managed portfolios, and Biblical Responsible Investing options.

Leslie Miller is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 designation and 26 years of industry experience. Miller is also a partner at Miller & Stewart, LLC, a CPA firm, and serves as an independent insurance agent. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers a broad range of strategies, including Biblical Responsible Investing options.

Alejandro Lebron is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Executive Wealth Management and INVEST Financial Corp. He is also the owner of Bridge Wealth Management, LLC. Creative Financial Designs serves individual and institutional clients with a range of investment management and financial planning services, utilizing both model portfolios and adviser-directed strategies. The firm employs an asset-class allocation approach informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing.

Renee Stewart is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 credential and 26 years of industry experience. She has been affiliated with Creative Financial Designs and CFD Investments, Inc. since 2010, and with Miller & Stewart, LLC since 2004, where she provides accounting services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and 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 various fee structures and specialized advisory services.

Orrie Augsburger is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Bluffton, OH, where he has worked since 2019. His prior experience includes roles at Faith Ventures LLC and Faith Investment Services of Ohio LLC. Outside of advising, he is involved in independent insurance sales and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and 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 a network of affiliated businesses providing insurance, tax, and brokerage services.

Joanne Broadwater is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Creative Financial Designs since 2009 and also operates The Broadwater Group LLC and CFD Investments, Inc. Additionally, she serves as an independent insurance agent and holds a non-investment role as Clerk Treasurer for the City of Attica. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers strategies from passive ETF models to tactically managed portfolios, including Biblical Responsible Investing options.

Kiersten Tate is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Creative Financial Designs since 2020. Outside of her advisory role, she is co-owner of S&K Meadows, where she participates in farming activities including goat care, baking, attending farmers markets, and making homemade soap. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs asset-class model allocations aligned with varied risk objectives and offers Biblically Responsible Investing strategies that utilize third-party screening.

Sue Allbaugh is a financial advisor with Creative Financial Designs, Inc. based in Kokomo, IN. She holds a Series 66 designation and has 20 years of industry experience, including a long tenure at PNC Investments since 2009. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans. The firm employs asset-class model allocations with multiple risk objectives and offers both discretionary and non-discretionary investment management alongside financial planning and consulting services.

Jeffery Lillie is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Creative Financial Designs since 2004 and also works with LR Financial Planners, LLC, where he provides independent insurance sales and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and 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 options and specialized services such as variable annuity and hybrid management programs.

Brooke Rockey is a financial advisor at Creative Financial Designs, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Creative Financial Designs and its affiliate CFD Investments since 2006. In addition to her financial advisory role, she is a practicing attorney and sole proprietor of Rockey Law. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

Robert Britton is a financial advisor with Creative Financial Designs, Inc. in Frankenmuth, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Creative Financial Designs since 2014 and also owns Robert H Britton & Associates, LLC, which provides financial planning and related services. Creative Financial Designs serves a wide range of clients including individuals, charitable organizations, corporate clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm utilizes asset-class model allocations based on third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Ricky Bain is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 23 years of industry experience. Bain is also the founder and advisor of Lighthouse Financial Strategies, where he provides life, health, disability, and long-term care insurance advisory services. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs a model-driven investment process and offers strategies including passive, tactical, and Biblical Responsible Investing approaches.

Wyatt La Londe is a financial advisor at Creative Financial Designs, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at Blackmont Advisors and Risk Placement Services, as well as experience outside finance at Wind & Sea Restaurant and several educational institutions. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations based on third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Ethan Hays is a CFP® professional with five years of industry experience, currently affiliated with Creative Financial Designs, Inc. He has also worked at Lighthouse Financial Strategies and BKD. In addition to his advisory role, Hays is a 51% owner of Lighthouse Tax Strategies, LLC, which provides tax preparation services. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations guided by risk objectives and third-party research, and it provides specialized features such as Biblically Responsible Investing strategies.

Sherry Hight is a financial advisor at Creative Financial Designs, Inc. in Kokomo, Indiana, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Creative Financial Designs and CFD Investments, Inc. since 2023. Prior to her advisory career, she was employed at Allsteel for six years. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations aligned with five risk objectives and provides specialized strategies including Biblically Responsible Investing.

Jeff Larimore is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Spectrum Financial Group since 1984 and with CFD Investments, Inc. since 2004. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized management programs.

Stanley Riggs is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with cfd Investments since 2016. Outside of his advisory work, Riggs serves as a finance committee member at the Bowling Green Church of the Nazarene, where he assists with budgeting and financial decision-making. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations based on five risk objectives and provides specialized strategies including Biblically Responsible Investing.

Michael Gray is a CFP® and Series 66-registered financial advisor with three years of industry experience. He is currently with Creative Financial Designs, Inc. and previously worked at several firms including Fidelity Financial Strategies and Lion Street Financial. Gray serves as Board President of the Hope Springs Clinic, a nonprofit providing mental health care services in his community. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs model-based asset allocations across varied risk profiles and supports Biblically Responsible Investing strategies.