Larry Chavez is a financial advisor with Creative Financial Designs, Inc. in Gilroy, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Creative Financial Designs since 2016 and is also involved in Christian Wealth Management as an investment professional. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans, offering a range of investment management and financial planning services. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and includes Biblical Responsible Investing strategies alongside traditional and tactical portfolio options.

Gavin Lovvorn is a CFP® professional with five years of industry experience, currently serving at Creative Financial Designs, Inc. He has previously worked at David Culp & Co, LLP and Crowe LLP. Outside of his advisory role, he operates Lovvorn Consulting, LLC, where he provides tax planning and preparation 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 a diversified investment approach incorporating third-party research and offers a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Adam Kling is a financial advisor at Creative Financial Designs, Inc. based in Kokomo, IN. He holds Series 63 and Series 65 licenses and has been with the firm since 2026. He has prior experience in several roles including entrepreneurial work with Kling Painting and positions in vision care services. Outside of financial advising, he operates a painting business. Creative Financial Designs serves individual, corporate, and institutional clients with investment management, financial planning, and consulting services. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers features such as Biblically Responsible Investing and multiple billing arrangements.

Jacob Oliver is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC prior to joining Creative Financial Designs. Outside of his advisory role, he owns and operates Oliver Woodworking & Design, a woodworking and contracting business. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

William Breagy III is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Creative Financial Designs since 2002 and also has experience with CRR Wealth Management since 2012. Outside of advisory work, he serves as a chapter president of AFEA and conducts classes at local universities. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm uses asset-class model allocations and multiple risk objectives, supported by third-party research and an Executive Investment Committee, and offers distinctive implementation options including Biblically Responsible Investing strategies.

Brandon Akers is a CFP® professional with 17 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc., and has held roles at Providence Financial and FedEx Ground, where he is involved in human resources. Akers also works as an independent insurance agent. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, variable annuities, and financial planning. The firm employs asset-class model allocations based on third-party research and offers a range of investment strategies, including Biblical Responsible Investing options.

Andrew Drufke is a CFP® with three years of industry experience, currently serving at Creative Financial Designs, Inc. in Indianapolis, IN. Prior to his financial advisory roles, he worked for ten years at Commonwealth Hotels. He is also active as an insurance agent offering life, health, and indexed annuities to clients. 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 and customizable portfolio options.

James Hoodenpyle is a financial advisor at Creative Financial Designs, Inc. in Springfield, MO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies (NY Life) and Strategic Wealth Solutions, where he is a partner. He is also engaged in insurance brokering for non-registered insurance products. Creative Financial Designs serves individual, corporate, and institutional clients, as well as employer retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with multiple risk objectives and provides unique implementation features, including Biblically Responsible Investing strategies.

Michelle Christy is a financial advisor at Creative Financial Designs, Inc. in Lincoln, NE, with three years of industry experience. She holds the Series 66 designation and has previously worked at Nutrabolt and Cetera Advisor Networks LLC. In addition to her advisory role, she serves as president of CoreFocus Business Consulting, providing business management and financial reporting services in the consumer packaged goods sector. Creative Financial Designs serves individual, corporate, and institutional clients, including employer retirement plans. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, using asset-class model allocations and multiple risk objectives to structure portfolios.

Nathaniel Carroll is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and has additional roles as a part-time consultant for Pro Football Focus and an analyst for Bronco Nation News, where he provides sports analysis on Boise State football and basketball. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations and risk-based portfolios, supported by third-party research and an Executive Investment Committee, and offers a range of advisory arrangements including Biblically Responsible Investing strategies.

Shelbie Williams is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience and holds a Series 66 designation. Her background includes roles at Kampen Financial & Wealth Management, Grow Well Financial, and several dental practices. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations based on risk objectives and provides unique features such as Biblically Responsible Investing strategies and various billing options.

Scott Lucas is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. He previously worked at Touchstone Capital, Inc. and Commonwealth Financial Network, and has managed his own firm, Lucas Wealth Management LLC, specializing in Medicare insurance consulting and sales. In addition to his advisory work, he is the managing partner of Firm Foundations Financial Group, LLC, where he oversees operations and provides investment and financial advice. 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 aligned with five risk objectives and offers strategies including Biblically Responsible Investing, supported by an Executive Investment Committee and third-party research.

Benjamin Forgrave is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at firms including LPL Financial, Alpha Financial Planning, and Stratos Wealth Partners. Outside of his advisory work, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, corporate, and institutional clients by providing discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations aligned with varying risk objectives and offers Biblically Responsible Investing strategies alongside a range of flexible advisory billing options.

Bailey Owens is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 designation and three years of industry experience. Prior to joining Creative Financial Designs, Owens worked in educational roles at Indiana University Kokomo, Goshen College, and Taylor High School. Owens also engages in independent insurance sales related to investments. 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 supported by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Russell Beasley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Creative Financial Designs since 2017 and previously spent eight years at Legend Advisory, LLC and one year at BB&T Investment Services, Inc. In addition to his advisory role, Beasley serves as a math teacher at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering investment management and financial planning across various platforms. The firm uses asset-class model allocations and risk objectives to structure portfolios, supported by third-party research and an Executive Investment Committee.

Timothy Kling is a financial advisor at Creative Financial Designs, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bridgeview Financial, Raymond James Financial Services, and Triad Advisors. Kling serves as President and CEO of Bridgeview Financial Inc., where he provides investment advice and insurance services. Creative Financial Designs serves a range of clients including individuals, charitable organizations, corporate and business clients, and employer retirement plans through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach utilizes asset-class model allocations supported by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

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.

Caleb Clark is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Creative Financial Designs, Inc. and CFD Investments, Inc. since 2021. His prior work includes roles at Z and C Farms, Alliance Security Inc., and the Indiana State Police. Caleb is also the owner of ProsperWise Financial LLC, where he serves as an independent financial adviser. 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’s investment approach includes asset-class model allocations based on third-party research and offers a variety of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Robert Kretz is a CFP® professional with 26 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2026. Prior to this, he spent 17 years with PNC Investments LLC. Creative Financial Designs serves individual clients—including non‑HNW and high‑net‑worth households—corporate and institutional clients, and employer retirement plans. The firm offers both discretionary and non‑discretionary investment management across multiple platforms, employing asset‑class model allocations with various risk objectives and utilizing third‑party research and an Executive Investment Committee to guide portfolio construction.

Kregg Rooze is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 63 designation and 27 years of industry experience. He has worked at CFD Investments, Inc. since 1999 and Creative Financial Designs since 1997. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with investment management and financial planning services. 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 both discretionary and non-discretionary execution options.