Erik Bowman is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at CreativeOne Wealth since 2018 and has operated Bowman Financial Strategies since 2016. Outside of advising, he is a minority owner and COO of Impact Tax and Advisory, a CPA firm in Colorado. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, with an investment approach that incorporates modern portfolio theory, fundamental, technical, and quantitative analysis.

Hailey Loveday is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. She has experience working at Bowman Financial Strategies and Charles Schwab & Co., Inc., with a total of several years in the financial services industry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models, third-party managers, and various investment strategies, including ETFs, mutual funds, individual equities, options, and private investments.

Brandon Metcalf is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bowman Financial Strategies and Berthel, Fisher & Company Financial Services, Inc. Prior to his financial career, he was involved with Simply Amaizen Popcorn from 2013 to 2017. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.