Sam Magdalein is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 credential and also serves as CEO of Collaborative Financial Strategies, Inc. dba Stratton & Company, where he manages operations and marketing. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs, using a mix of proprietary model portfolios and third-party managers across various investment approaches.

Gregory Timofeyev is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and VyStar Credit Union. In addition to his advisory role, he assists agents with retirement planning and insurance sales at Stratton and Company. 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 model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and select private investments.