David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.

Christian Mc Gill is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Comprehensive Financial Consultants. His background includes roles at CSI Advisory Services and multiple positions at Taylor University. Outside of finance, he is involved in livestock operations, owning and managing a livestock business and serving as treasurer and part-owner of an organization that operates a national registry for Kiko goats. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering customized financial planning and discretionary portfolio management. The firm uses proprietary model portfolios and a variety of investment strategies to build and monitor client accounts, including held-away retirement assets through third-party platforms.

Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.

Noah Wolfe is a Series 65-licensed advisor at Comprehensive Financial Consultants in Cicero, IN, with one year of experience at the firm. Prior to joining the firm, he worked at First Farmers Bank & Trust and held teaching positions at the University of Indianapolis, Tipton High School, and Tipton Middle School. Comprehensive Financial Consultants offers financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, corporations, charities, and pension and profit-sharing plans. The firm uses a combination of asset allocation strategies, technical analysis, and Modern Portfolio Theory to tailor portfolios according to clients’ objectives and risk tolerances.

Frederick Matthes is a financial advisor at Sycamore Financial Group in Kokomo, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at CareerWise USA, Amazon Inc, Matthes Dental, and involvement with the University of Illinois Champaign-Urbana Gies School of Business. He has also contributed to the Indiana University Kokomo student newspaper. Sycamore Financial Group serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, often working with closely held businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, focusing on fundamental analysis and proprietary model portfolios with a long-term investment orientation.

Craig Smith is a financial advisor with Sycamore Financial Group in Kokomo, IN, holding CFP® and Series 63 designations and bringing 50 years of industry experience. He has worked at Sycamore Financial Group since 1983 and previously at K.J. Brown & Co. Inc. since 1973. Outside of his advisory role, he is involved in farming as a member of H & W Smith Farms LLC. Sycamore Financial Group serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, with a focus on coordinating business and personal finances for closely held businesses and their owners. The firm employs a fundamental bottom-up investment approach with proprietary model portfolios and primarily manages accounts with a long-term orientation.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. 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 uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

Mickey Owens is a financial advisor with Creative Financial Designs, Inc., holding the CFP® and ChFC® designations and over 40 years of industry experience. He has been with Creative Financial Designs since 1997 and has extensive prior experience in related financial and insurance roles. Owens is also president and owner of a tax preparation and bookkeeping service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and modular 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.

Ryan Williams is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with CFD Investments, Inc. since 2005. Williams also owns Williams Financial Consulting, LLC, a business established for tax purposes, and is involved in independent insurance sales. 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 from passive to tactically managed portfolios, including Biblical Responsible Investing options.

James Boys is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at AE Wealth Management since 2018 and also operates Boys & Collins Financial Group, where he is engaged in independent insurance sales. Prior to these roles, he spent 15 years with Creative Financial Designs, Inc. and CFD Investments, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models, along with financial planning, direct asset management, and plan services.

Richard Keith is a financial advisor with Creative Financial Designs, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Creative Financial Designs since 2024 and previously spent 18 years at First Heartland Capital Inc. He is also the owner and president of KEITH FINANCIAL SERVICES, Inc., a firm engaged in life and property and casualty insurance sales, fixed annuity sales, and tax preparation. 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 investment process informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Christopher Rockey is a ChFC® and holds a Series 66 license with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2008. Outside of his advisory role, he is a co-owner of farm ground in Tipton and Howard County. Creative Financial Designs serves individual and institutional clients with investment management, retirement planning, and financial consulting through a network of advisers. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized services.

Barry Hickey is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Eagle Flight Wealth Management since 2011. Outside of advisory work, he serves as an instructor for a Biblical Stewardship series and is involved with Crown Money Map Coach. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management and comprehensive financial planning. The firm utilizes a research-driven, asset-class model allocation approach and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Jason Murphy is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 11 years of industry experience. His work history includes roles at CFD Investments, Diamond Financial Group, and Creative Financial Designs since 2014. Outside of finance, he is active as a professional juggler and magician and also maintains a beekeeping activity. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm utilizes asset-class model allocations informed by third-party research, offers a range of investment strategies including Biblical Responsible Investing, and provides flexible billing arrangements alongside a family of affiliated financial services.

Mark Magruder is a financial advisor with Geneos Wealth Management, Inc. in Gilbert, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked with Geneos Wealth Management and Life Financial Group since 2009 and is currently associated with Acepas Wealth Partners. Outside of his advisory work, he is involved with The Legacy/Life Institute for Financial Excellence, providing family counseling services for a church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm’s investment approach features continuous account monitoring, discretionary trading, and a variety of analytic strategies, with customizable portfolios and access to third-party money managers.

John Dean is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has previously worked with LPL Financial and Creative Financial Designs, INC. Outside of advisory duties, he is employed by Eastern Howard School Corporation in a non-investment-related role. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing model portfolios, sub-advisors, and technology platforms to manage client allocations.

Desiree Wrigley is a financial advisor at Creative Financial Designs, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Eagle Financial Designs, Meijer, Chicos, and Ann Taylor Factory. 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 employs asset-class model allocations supported by third-party research and offers a range of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution 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.

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.

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.