Matthew Green is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and previously at Client One Securities, LLC from 2013 to 2016. In addition to his advisory role, Green owns KDG TOOLS LLC, a tool sales business. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing through its extensive network of Investment Adviser Representatives.

Ryan Shaughnessy is a CFP® with 19 years of industry experience. He is affiliated with CreativeOne Wealth, LLC and Trinity Financial Group, where he sells non-security financial products including life, disability, and long-term care insurance and annuities. His prior experience includes roles at Guide Rock Capital Management, LPL Financial, Bancwest Investment Services, and Mass Mutual Investors Services. 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 using a combination of proprietary models and third-party managers, offering a range of investment strategies and serving high-net-worth clients as well as institutional sponsors.

Scott Lautenbach is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trinity Financial Group since 2023, while also owning Diversified Health Services, a health and insurance sales business operating since 1999. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Jordan Brill is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has previously worked at Northwestern Mutual Investment Services LLC and RCIS. Brill is also involved with Trinity Financial Group as an insurance and risk management strategist and Medicare specialist. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a blend of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Christen Tschudin is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CreativeOne Wealth since 2017, following seven years at Fidelity Brokerage Services LLC. In addition to his advisory work, he coordinates events for Z Up LLC, which organizes sales where newlyweds sell used items to engaged couples. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party strategies, including ETFs, mutual funds, and options, serving a diverse client base that includes high-net-worth individuals and plan sponsors.