James Zifer Jr. is a financial advisor at Creativeone Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Preferred Planning Services since 1996 and Change Path LLC since 2017. He also serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary and third-party model portfolios and investment strategies, including ETFs, mutual funds, options, and private investments.

Daniel Bartholomew is a financial advisor with Creativeone Wealth, LLC, holding 13 years of industry experience. He has worked at Preferred Planning Services and ChangePath, LLC since 2019, and previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2015 to 2019. Bartholomew is also a board member and trustee for the Upper Arlington Area Chamber of Commerce. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts through a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.