Eric Steele is a CFP® professional with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2015. He previously worked with Client One Securities, LLC and is involved with other financial services ventures related to life insurance and retirement plan sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management through a proprietary advisory platform and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

William Monroe III is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cape Investment Advisory, American Global Wealth Management, and J.W. Cole Advisors. Monroe is also a board member of Champion Oaks Ranch, a nonprofit home for at-risk children. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

James Regier is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Vsr Financial Services, Inc. Outside of advisory work, he serves as a court witness analyzing financial information. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and CMIC Financial Services since 2006. In addition to her advisory roles, she is an employee of Creative Marketing International Corp., a fixed insurance marketing organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.

Vernon Henry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and GWN Securities Inc. Henry is also an independent insurance agent and is involved in multiple insurance-related activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary advisory platform.

Shanon Grundland is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Client One Securities, LLC for 14 years and serves as president of Shanon Grundland Enterprises. Grundland is also an insurance agent specializing in fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

James Rasberry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Ameritas Investment Corp and Client One Securities, LLC, and has operated Rasberry Financial Services for over two decades. Outside of financial services, Rasberry is involved in several business ventures including ownership of a retail store selling American-made goods and participation on local economic development boards. He also appears occasionally on the HGTV show HOME TOWN. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.

Brian Ambrose is a CFP® professional with 25 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has held roles at Client One Securities, LLC and Ambrose Financial & Insurance Services LLC. He is also the owner of Ambrose Financial and Insurance Services, LLC, an insurance sales and fixed annuities firm. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Eric Davis is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. In addition to his advisory role, Davis is also an insurance agent with Acrisure Wallstreet Partners LLC, focusing on fixed insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Dennis Mattern is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been associated with Client One Securities, LLC and CreativeOne since 2014. In addition to his advisory role, he serves as an annuity sales director for CreativeOne, focusing on marketing fixed annuity products to financial professionals. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary platform.

Dylan Lueckenotte is a CFP® with nine years of experience in the financial services industry. He is currently affiliated with CreativeOne Securities, LLC and has prior experience with Client One Securities, LLC and Wallstreet Group. Outside of advising, he works as an account executive in employee benefit insurance sales at Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Stephen Henson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities since 2015. Outside of his advisory role, he is president of the Blue Heron Condo Association and owns hospitality businesses including a bar in Sidney, Illinois. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary CreativeOne Wealth platform.

Steven Scaletty is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his primary role, Scaletty is president of Secure Financial Services, Inc., where he is involved in fixed insurance product sales, and he also serves as an advisor for Associates Financial Group. Additionally, he is a licensed notary public. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.

Francisco Martinez is a CFP® with 17 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2011 and is the owner and president of Financial Choreography, LLC, where he provides financial planning and fixed insurance services. Additionally, he serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Kelly Crisci is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Since 2017, he has served as president of American Endeavor, Inc., an investment-related advisory and insurance services firm. Outside of his advisory role, Crisci is involved in managing marketing services for credit unions through Empowerfi and participates in non-investment activities such as bookkeeping and administrative roles for various business ventures. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, fiduciary services, and access to proprietary advisory platforms, combining project-based planning with ongoing asset management and utilizing both internal models and external money managers.

Timothy Angelos is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Signator Investors, Inc., and he is the owner of Angelos Advisory Group, LLC. He is also involved with Atlantic Coast Advisory Group, where he sells fixed life and annuity products. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Eric Judy is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with CreativeOne Securities since 2016 and is also president of Judy Financial Group, Inc., which focuses on Medicare and Medicare Supplement and Advantage Plans. Additionally, he is president of Annuity Guys, a marketing platform that generates leads for Judy Financial Group. CreativeOne Securities is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a combination of project-based planning and ongoing asset management.

Matthew Smith is a Series 66 licensed financial advisor with six years of industry experience. He is currently with CreativeOne Securities, LLC and also works with D S Drelich & Associates. Outside of his advisory roles, he serves as a director on the Bristow Library Board and as treasurer of the Bristow Education Foundation, both charitable organizations supporting his local community. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management via its proprietary platform.

Fredric Goodman is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and a Series 63 license, and has 49 years of industry experience. His career includes 48 years running the Fredric E. Goodman Company and previous roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He also serves as president of his own firm, the Fredric E. Goodman Company, which is involved in fixed insurance and annuity sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charities, and businesses through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Michael Binstock is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Client One Securities, LLC, Cambridge Investment Research Advisors, Inc., and Broker Dealer Financial Services Corp. Binstock serves as Director of the Minneapolis Area for the F3E Foundation for Financial Education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning and ongoing asset management using a mix of fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.