David Simeone is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Financial Designs in 2023, he worked at Touchstone Capital, Inc. and Commonwealth Financial Network. Simeone is also a managing partner and wealth advisor at Firm Foundations Financial Group. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach includes asset-class model allocations and a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

James Martin is a CFP® with 36 years of industry experience and has been with Creative Financial Designs, Inc. for 15 years. His background includes independent insurance sales, tax preparation and accounting, as well as nonprofit work as a minister. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations with multiple risk objectives and incorporates Biblically Responsible Investing strategies.

Rosemary Robinson is a financial advisor at Creative Financial Designs, Inc. in Flint, MI, with 16 years of industry experience. She holds a Series 66 designation and has worked at Bridge Wealth Management and Gleaner Financial Corp, in addition to her longstanding roles at Creative Financial Designs and CFD Investments. Creative Financial Designs serves individual, high-net-worth, 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 from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Andrew Klinker is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with Creative Financial Designs and its affiliated entities since 2005 and has also operated under the Wealth Management Group DBA since 2001. 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 strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with 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 from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Jaime Gaona is a financial advisor with Creative Financial Designs, Inc. in Overland Park, KS, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Creative Financial Designs and CFD Investments in 2022. Outside of financial advising, Gaona is a co-owner of a construction business, J&J Familia. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm structures portfolios using asset-class model allocations with five risk objectives and provides specialized services such as Biblically Responsible Investing and a variety of billing options.

Douglas Atkins is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Creative Financial Designs since 2011 and also maintains a role at CFD Investments, Inc. Atkins is involved in independent insurance sales and leads United Financial Freedom, a company offering debt reduction and mortgage acceleration software services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients 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, alongside flexible billing options and a suite of affiliated financial services.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes 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.

Saeed Sulaiman is a financial advisor at Creative Financial Designs, Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Questar Asset Management, Questar Capital Corporation, and Wells Fargo in various capacities. Outside of advisory work, he is involved as an insurance agent with Shield Financial. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals, charitable organizations, and employer retirement plans, offering investment management and financial planning through a network of representatives. The firm’s investment approach uses asset-class model allocations informed by third-party research and includes a range of strategies from passive to tactically managed portfolios, as well as Biblical Responsible Investing options.

Robert Soohey is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Creative Financial Designs since 2016 and also maintains a role with CFD Investments, Inc. Outside of advising, he is independently licensed as an insurance agent. Creative Financial Designs serves individual, corporate, and institutional clients as well as employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations guided by an Executive Investment Committee and provides a range of portfolio customization options, including Biblically Responsible Investing strategies.

Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes roles at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Capital, Inc. In addition to his advisory work, he is involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations across multiple risk levels and offers specialized strategies, including Biblically Responsible Investing, supported by third-party research and an Executive Investment Committee.

Bryce Breeden is a financial advisor with Creative Financial Designs, Inc. He holds the CFP® and ChFC® designations and has five years of industry experience. Prior to joining Creative Financial Designs, he worked at Breeden & Associates, LTD, where he serves as a staff accountant and payroll manager. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients 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, tactically managed portfolios, and Biblical Responsible Investing options.

Paul Miller II is a financial advisor with Creative Financial Designs, Inc. in Kalamazoo, MI. He holds a Series 65 designation and has 14 years of industry experience, including nine years with Foundations Investment Advisors, LLC. Outside of his advisory role, he is the owner of a machine shop, Sojourn MFG & Engineering, Inc. Creative Financial Designs serves individual, corporate, institutional clients, and employer retirement plans. The firm offers discretionary and non-discretionary investment management and financial planning, using asset-class model allocations across five risk objectives and incorporating Biblically Responsible Investing strategies.

Braeden Bryant is a financial advisor at Creative Financial Designs, Inc. He holds a Series 66 designation and has been with the firm since 2024. Prior to joining the financial industry, he worked in various roles including at Stellantis and Jarvis Curb Appeal. Bryant is also involved in independent insurance sales. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through both discretionary and non-discretionary platforms. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive funds to tactically managed portfolios, including Biblical Responsible Investing options.

David Drummond is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds a Series 63 designation and has been with Creative Financial Designs since 2014. Outside of his advisory role, he is a tennis instructor at Hall of Fame Fitness Center and serves as Vice President of College Planning Alliance LLC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients 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 from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Bruce Western is a ChFC® credentialed financial advisor with 37 years of industry experience, currently practicing at Creative Financial Designs, Inc. since 2013. He has a longstanding involvement in music education and community service, including roles as a music teacher at Kirkwood Community College and music director at Kenwood Park United Methodist Church, as well as serving as secretary and business manager for the Musicians Protective Union. Western also operates a music instruction and performance business alongside his advisory work. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and financial planning through a combination of in-house models and adviser-directed strategies. The firm incorporates a range of investment approaches, including Biblical Responsible Investing strategies, and provides flexible fee arrangements and specialized programs within a family of affiliated financial services businesses.

Rachael Camp is a CFP® professional with nine years of industry experience, currently serving at Creative Financial Designs, Inc. since 2020. Her prior experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of her advisory work, she is involved in personal finance education as a co-creator and video contributor for All Street Academy and produces content on social media platforms including Twitter and YouTube. 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 a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Pietro Passalacqua is a CFP® professional with 33 years of industry experience, currently serving as the principal advisor at Frontier Financial Planning & Capital Management, Inc. He has been with Frontier Financial Planning since 1999 and also holds roles at Creative Financial Designs, Inc. Outside of his advisory work, Passalacqua serves on the condominium association board for his office location in Hillsborough, NJ. Frontier Financial Planning & Capital Management is an independent registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management and modular financial planning, employing diverse investment strategies and providing regular client reporting and goal reassessment.

Kathi Dunlap is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at Faith Investment Services of Ohio LLC since 2023 and has been involved with Quiet Life LTD, a construction and remodeling business, since 2003. Creative Financial Designs serves individual and institutional clients with investment management and financial planning through a network of advisers, offering a range of strategies including Biblical Responsible Investing and customizable portfolio options.

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.