Glen Thiessen is a CFP® and ChFC® with 42 years of industry experience. He currently works at Clear Creek Financial Management, LLC and has held positions at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. Since 2002, he has also been involved in insurance sales, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a variety of investment strategies supported by regular portfolio reviews and quantitative analysis.

Matt Amick is a financial advisor at Clear Creek Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. before joining Clear Creek in 2025. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, employing a multi-strategy investment approach with continuous account supervision and quarterly portfolio reviews.

Jason Skifstad is a financial advisor at Clear Creek Financial Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2020. Prior to that, he spent eight years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved in rental property management. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analyses with a variety of investment strategies.

William Harder is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Clear Creek Financial Management, LLC since 2024, following an 11-year tenure at Financial Advocates Investment Management and LPL Financial, LLC. Outside of his advisory role, he assists with office and financial matters for a single-physician locum tenens practice run by his wife. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities, offering asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes, combined with regular portfolio review and rebalancing.

Evan Keech is a Series 65-registered financial advisor with Clear Creek Financial Management, LLC, where he has worked since 2021. He has five years of industry experience, including a five-year tenure at Alitheon, Inc. Outside of his advisory role, he is involved with Kaperra Capital, LLC, an entity that receives payment from Ascent. Clear Creek Financial Management serves individual and institutional clients, offering asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies and conducts regular portfolio reviews and rebalancing.

Kevin Wiley is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has previously worked at WileyBaird and several financial services and insurance firms. Outside of his advisory role, Wiley serves as CEO of Dental AI, a company providing certified AI database information and devices. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research arm, employing a diverse investment approach with continuous portfolio supervision and multiple strategies.

Kenneth Lindquist is a financial advisor at Clear Creek Financial Management, LLC with Series 65 and Series 63 licenses. He joined the firm in 2026 and has prior experience at NYLIFE Securities LLC and New York Life, as well as a long tenure at Comcast Technology Solutions. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing diverse investment strategies and regular portfolio supervision.

Morgan Brown is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, Brown is the owner and operator of Tap Line Cleaners, a business that cleans and maintains beer tap lines in restaurants and bars. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial and pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a diverse investment approach with continuous account supervision and portfolio reviews.

Terrance Oneil is a financial advisor at Clear Creek Financial Management, LLC with 26 years of industry experience. He has held roles at Merrill and Bank of America, N.A. prior to joining Clear Creek in 2018. He holds a Series 66 designation. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, algorithmic research through its Helios Quantitative Research division, and an educational newsletter, employing a range of investment strategies with regular portfolio reviews and rebalancing.

Jaeger Skifstad is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Green Jay Financial Advisors and managed the 19th Hole Bar & Grill. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering comprehensive asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment strategies and maintains a quantitative consulting division that supports both internal and external clients.