Jeremy Kelley is a financial advisor at Creative Financial Solutions, LLC with 18 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Cambridge Investment Research Inc. and The Huntington Investment Company. Kelley is also an independent insurance agent with various companies. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm emphasizes planning and fee-for-service models over asset-based fees and uses third-party custodians for investment execution rather than managing client assets directly.

Mark Casto is a financial advisor with Creative Financial Solutions, LLC, holding the CFP® designation and Series 63 license, and has 26 years of industry experience. He has been with Creative Financial Solutions since 2000 and also has a 12-year history with Cambridge Investment Research. Outside of advisory services, he is an independent insurance agent through his own firm, MARK CASTO, LLC. Creative Financial Solutions primarily serves individuals, families, small businesses, and trusts by providing comprehensive financial planning and related advisory services. The firm employs a planning and fee-for-service model rather than asset-based fees, focusing on mutual funds, ETFs, annuities, and similar vehicles, while advisors operate with dual registrations and utilize third-party custodians for investment execution.