Brian Carlson is a financial advisor at Creative Financial Designs, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., and Northwestern Mutual. Carlson has also operated as a sole proprietor prior to joining Creative Financial Designs. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm uses asset-class model allocations with five risk objectives and incorporates third-party research and an Executive Investment Committee to guide portfolio management.

Joshua Moore is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Faith Investment Services. Outside of finance, Moore is the owner and laborer of Josh Moore Contracting, a construction and maintenance business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations guided by an Executive Investment Committee and offers various portfolio customization features, including Biblically Responsible Investing strategies.

Kelly Stockberger is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63, 65, and 66 designations with 26 years of industry experience. He has worked at cfd Investments since 2014 and previously spent five years at Wells Fargo Investments, LLC. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering investment management, financial planning, and consulting across multiple platforms. The firm emphasizes asset-class model allocations with varying risk objectives and provides distinctive features such as Biblically Responsible Investing strategies and multiple advisory billing options.

Christin Clark is a Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Creative Financial Designs, Inc. since 2017 and previously worked at Lincoln Financial Network. Outside of her advisory role, she serves as managing member of Neal Clark Farms, LLC, handling check-writing and bill paying for a family-owned farm operation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm’s investment approach is based on asset-class model allocations supported by third-party research and includes a variety of strategies from passive ETFs to tactically managed portfolios, along with Biblical Responsible Investing options.

Damian Smith is a financial advisor with Creative Financial Designs, Inc. in Richmond, ME, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Creative Financial Designs, he worked at Primerica Advisors and Primerica Financial Services. Outside of his financial advisory role, he is involved in biblical counseling through an initiative called Light Restored, providing discipleship and coaching support using scripture. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm uses asset-class model allocations with varying risk objectives and publishes Biblically Responsible Investing strategies based on independent third-party screening.

Charles White is a financial advisor at Creative Financial Designs, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Financial Designs since 2008. Additionally, he serves as a consultant-CPA with White and Company PSC, providing support on an as-needed basis. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm utilizes asset-class model allocations across five risk objectives and offers Biblically Responsible Investing strategies alongside various implementation features.

Jared Houseman is a CFP® with 14 years of industry experience, currently serving at Creative Financial Designs, Inc. He previously worked at Cadaret, Grant & Co., Inc. and Chandler & Edem Financial Consultants. In addition to his advisory role, he is a board member of New Life Christian School, contributing to its mission and strategic direction. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and comprehensive financial planning. The firm employs an asset-class model allocation approach informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Kent Lalonde is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has been with Creative Financial Designs, Inc. since 2005 and leads the Lalonde Wealth Management Group. Outside of his advisory role, he is involved in independent insurance sales and provides retirement and investment planning, along with life and health insurance services. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and business 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, with both discretionary and non-discretionary execution options.

Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.

Mark Gray is a financial advisor with Creative Financial Designs, Inc. in Plant City, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Creative Financial Designs and its affiliate cfd Investments, Inc. since 2009. Outside of his advisory role, he serves as president of Mark Gray Financial, an independent insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Nancy Guillen is a financial advisor at Creative Financial Designs, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Creative Financial Designs and CFD Investments Inc. since 2013. Outside of her advisory role, she is involved in insurance sales through Southern Heritage Investments and Planning in Morristown, TN. 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 from passive to tactically managed portfolios, including Biblical Responsible Investing options.

William Grossman is a CFP® professional with 32 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Woodbury Financial Services Inc., Grossman Financial Planning, and SII Investments, Inc. He is also the owner of Grossman Financial Planning, Inc., a corporation that markets life, health, disability, and long-term care insurance. Creative Financial Designs serves individual and high-net-worth 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 process emphasizes asset-class model allocations supported by third-party research and offers various strategies including passive, tactical, and Biblical Responsible Investing options.

Troy Jerrils is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Creative Financial Designs since 2022 and is also associated with CFD Investments Inc. In addition to his advisory roles, he is involved in independent insurance sales. Creative Financial Designs serves a diverse client base including individuals, high-net-worth clients, charitable organizations, corporate entities, and employer retirement plans. The firm employs an investment process based on asset-class model allocations and third-party research, offering a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. 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 and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

Edward Camp is a CFP® and ChFC® with 35 years of industry experience. He has worked at Creative Financial Designs, Inc. since 2002 and at Advanced Estate Planning since 2009. Outside of his financial advisory roles, he teaches lessons on Lift E-foil boards in Mishawaka, IN. 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 including passive ETFs, tactical management, and Biblical Responsible Investing.

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.

Randy Umbaugh is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Creative Financial Designs and its affiliated CFD Investment, Inc. since 2004 and previously worked at Ameriprise from 1998 to 2004. Outside of his advisory role, Umbaugh is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses asset-class model allocations with multiple risk objectives and offers Biblically Responsible Investing strategies alongside various implementation features.

Ryan Ollar is a CFP® professional with five years of industry experience, currently affiliated with Creative Financial Designs, Inc. He previously worked at Northwestern Mutual and the Notre Dame Credit Union. Ollar’s background includes roles in wealth management and financial advisory services. Creative Financial Designs serves individual, corporate, 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 levels and incorporates third-party research and an Executive Investment Committee to guide portfolio decisions.

Paul Lapointe is a financial advisor at Creative Financial Designs, Inc. in Potsdam, NY, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Creative Financial Designs and its affiliate CFD Investments Inc. since 2013. Creative Financial Designs serves a diverse client base including individual households, corporate and institutional clients, and employer retirement plans. The firm employs asset-class model allocations across five risk objectives and offers various implementation features, including Biblically Responsible Investing strategies and flexible advisory arrangements.

Cole Schroeder is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at State Farm, UPS, 1st Source Bank, LPL Financial LLC, and Lowe's. Schroeder is based in Kokomo, Indiana. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations across five risk profiles and provides specialized strategies such as Biblically Responsible Investing.