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 Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes multiple tenures at Creative Financial Designs and involvement with Boys & Collins Financial Group, where he also engages in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients, offering investment management, financial planning, and consulting services. The firm uses asset-class model allocations aligned with defined risk objectives and operates Biblically Responsible Investing strategies alongside other portfolio features.

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 with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been affiliated with Creative Financial Designs and its related entities since 2007 and has served at Eagle Flight Wealth Management since 2011. Outside of advising, Hickey is an Independent Insurance Agent and teaches a Biblical Stewardship series. Creative Financial Designs serves individual, corporate, and institutional clients with both discretionary and non-discretionary investment management. The firm uses asset-class model allocations across five risk objectives and offers various implementation features, including Biblically Responsible Investing strategies and flexible advisory billing arrangements.

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.

Kiersten Tate is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Creative Financial Designs since 2020. Outside of her advisory role, she is co-owner of S&K Meadows, where she participates in farming activities including goat care, baking, attending farmers markets, and making homemade soap. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs asset-class model allocations aligned with varied risk objectives and offers Biblically Responsible Investing strategies that utilize third-party screening.

Sue Allbaugh is a financial advisor with Creative Financial Designs, Inc. based in Kokomo, IN. She holds a Series 66 designation and has 20 years of industry experience, including a long tenure at PNC Investments since 2009. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans. The firm employs asset-class model allocations with multiple risk objectives and offers both discretionary and non-discretionary investment management alongside financial planning and consulting services.

Sherry Hight is a financial advisor at Creative Financial Designs, Inc. in Kokomo, Indiana, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Creative Financial Designs and CFD Investments, Inc. since 2023. Prior to her advisory career, she was employed at Allsteel for six years. Creative Financial Designs serves individual clients, corporate and 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 objectives and provides specialized strategies including Biblically Responsible Investing.

Jeff Larimore is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Spectrum Financial Group since 1984 and with CFD Investments, Inc. since 2004. 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 employs asset-class model allocations informed by third-party research and offers diverse strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized management programs.

Andrew Klinker is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with Creative Financial Designs and its affiliated entities since 2005 and has also operated under the Wealth Management Group DBA since 2001. 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 strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Douglas Atkins is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Creative Financial Designs since 2011 and also maintains a role at CFD Investments, Inc. Atkins is involved in independent insurance sales and leads United Financial Freedom, a company offering debt reduction and mortgage acceleration software services. 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 diverse strategies including Biblical Responsible Investing, alongside flexible billing options and a suite of affiliated financial services.

Robert Soohey is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Creative Financial Designs since 2016 and also maintains a role with CFD Investments, Inc. Outside of advising, he is independently licensed as an insurance agent. Creative Financial Designs serves individual, corporate, and institutional clients as well as employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations guided by an Executive Investment Committee and provides a range of portfolio customization options, including Biblically Responsible Investing strategies.

Braeden Bryant is a financial advisor at Creative Financial Designs, Inc. He holds a Series 66 designation and has been with the firm since 2024. Prior to joining the financial industry, he worked in various roles including at Stellantis and Jarvis Curb Appeal. Bryant is also involved in independent insurance sales. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through both discretionary and non-discretionary platforms. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive funds to tactically managed portfolios, including Biblical Responsible Investing 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.

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.

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.

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.

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.

Donna Ray is a Series 66 licensed advisor at Creative Financial Designs, Inc. with two years of industry experience. She has previously worked at Ray Wealth Management and Solution Tree, Inc. Ray is involved with Ray Wealth Management in an assistant capacity, supporting administrative and client service functions. 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 flexible billing and specialized management programs.

Lisa Raderstorf is a financial advisor with Creative Financial Designs, Inc. She holds Series 63 and Series 66 credentials and has 20 years of industry experience. She has been with Creative Financial Designs and CFD Investments, Inc. since 2010. In addition to her advisory role, she is an independent insurance agent and owner/adviser of Wealth Management Solutions, LLC, providing financial and insurance-related services. 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 utilizes asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, with discretionary and non-discretionary execution options.

Brent Owens is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Creative Financial Designs and its associated entities since 1985. Outside of advising, Owens also serves as an independent insurance agent. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm uses asset-class model allocations and risk-based strategies supported by third-party research and an Executive Investment Committee, and it offers unique features including Biblically Responsible Investing strategies and various fee arrangements.

Otto Ray is a CFP® professional with 26 years of experience, currently serving at Creative Financial Designs, Inc. He has worked at Otto Ray Insurance & Investments since 2008 and cfd Investments, Inc. since 2006. Outside of his advisory roles, he is a bassist performing in worship services at Emmanuel Church’s Martinsville campus. 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 supported by third-party research and offers a range of strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

Matthew Bahrenburg is a Series 66-licensed financial advisor with Creative Financial Designs, Inc., where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he owns and operates a tree farm in Amboy, Indiana. 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 from passive ETF models to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Kyle Marburger is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. Prior to joining Creative Financial Designs in 2016, he worked at VALIC Financial Advisors for five years. 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 from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Eric Grzegorski is a financial advisor at Creative Financial Designs, Inc. with 15 years of industry experience. He holds a Series 66 credential and has been with Creative Financial Designs and its affiliate CFD Investments since 2011. Outside of his advisory role, he is licensed as an attorney and is involved in property rehabilitation and resale through membership in real estate ventures. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm employs asset-class model allocations across various risk profiles and offers both discretionary and non-discretionary management, 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.

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.

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.

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.

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.

Justin Keeling is a CFP® professional with 27 years of industry experience, currently affiliated with Creative Financial Designs, Inc. in Kokomo, IN. He has been involved with Creative Financial Designs since 1997 and also operates Community Tax and Financial, providing bookkeeping, tax preparation, payroll, investments, financial planning, and insurance services. Keeling is the owner of Community Insurance Group LLC, a property and casualty insurance agency. 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 research-driven, asset-class allocation approach with a range of strategies including Biblical Responsible Investing and offers flexible billing arrangements alongside integrated services in insurance, tax, and real estate.

Jamie Smith Barber is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 designation and 14 years of industry experience. Prior to joining Creative Financial Designs in 2019, Barber worked at Wells Fargo Clearing from 2012 to 2015. Outside of advisory work, Barber is involved in independent insurance sales. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations and multiple risk objectives, supported by third-party research and an Executive Investment Committee.

D Mark Smith is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Commonwealth Financial Network, Merrill, and J.J.B. Hilliard, W.L. Lyons, LLC. He serves as President and CEO of Five Talents Wealth Management LLC and is a director on the board of South Central Indiana REMC Co-Op, a nonprofit electric and fiber cooperative. Creative Financial Designs serves individual, corporate, and institutional clients, providing discretionary and non-discretionary investment management across multiple platforms along with financial planning and consulting services. The firm uses asset-class model allocations aligned with varying risk objectives and incorporates third-party research with an Executive Investment Committee to guide portfolio management.

Israel Elliott is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and one year of industry experience. He has worked at Ray Wealth Management since 2023 and operates a financial coaching business focused on client spending and budgeting. 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 various strategies including Biblical Responsible Investing, with flexible fee arrangements and specialized advisory programs.

Matthew Powlen is a Series 66-licensed advisor with 17 years of industry experience. He has been with Creative Financial Designs, Inc. and its affiliate CFD Investments since 2017. Prior to that, he worked at Carroll Consolidated and was involved with Christians Concern for the Community. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through both discretionary and non-discretionary investment management and comprehensive 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.

William Quick is a financial advisor at Creative Financial Designs, Inc. in Kokomo, Indiana, holding ChFC® and Series 63 designations with 31 years of industry experience. He has worked with Northwestern Mutual and its affiliates for over two decades before joining Creative Financial Designs in 2018. Creative Financial Designs serves individual, corporate, and institutional clients by offering investment management and financial planning services across multiple platforms. The firm uses asset-class model allocations guided by an Executive Investment Committee and provides specialized strategies such as Biblically Responsible Investing.

Jimm Nidlinger is a financial advisor with Creative Financial Designs, Inc. He holds a Series 63 designation and has 33 years of industry experience. His prior work includes roles at Southern Indiana Investments Company Three, LLC, Signator Investors, Inc., Indiana Investments LLC, and MGN Company. Outside of advising, he is involved with MGN Companies in Terre Haute, where he engages in sales and consulting related to fixed insurance and operates as managing partner in Southern Indiana Investments Company Three, LLC. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with various risk objectives and provides unique implementation features, including Biblically Responsible Investing strategies.

Thomas Beachy is a CFP® with 19 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc. and operates Beachy Wealth Management LLC. Outside of his advisory work, he owns a business focused on growing and selling giant pumpkins and seeds. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm uses asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with options for both passive and tactical management.

Michael Griffin is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN. He holds Series 63 and Series 65 licenses and has four years of industry experience. Griffin also serves as a clerk for the Honey Creek Ward of the Church of Jesus Christ of Latter Day Saints, where he provides administrative support, financial management, and record keeping. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management as well as financial planning and consulting. The firm uses asset-class model allocations and a range of risk objectives, incorporating third-party research and an Executive Investment Committee to guide portfolio construction.