Michael Musella is a financial advisor at CreativeOne Securities, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Securities since 2013, following prior work at Associates Financial Group starting in 2012. Outside of his advisory role, he serves as a trustee of the Judith E Musella Family Trust. 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 managers, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

Matthew Bott is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Associates Financial Group and CreativeOne Securities for eight years and spent two years with National Planning Holdings. Outside of his advisory role, Bott is an assistant football coach at Highlands Ranch High School. 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 proprietary advisory platform alongside access to third-party manager programs.

Mckenzie Lee is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Eide Bailly and Shane Co. Outside of her advisory role, Lee owns and manages a fire, water, and mold restoration business in Denver. 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, employing a combination of project-based planning and ongoing asset management through its proprietary advisory platform.