Brian Eltzeroth is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has previously been involved with his own businesses, including Eltzeroth Services, LLC and Integrity Home Improvement, LLC. He has also worked with Samaritan's Purse. Additionally, Brian is licensed as an insurance agent offering health and life insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, written financial planning, access to third-party model managers, and a comprehensive range of retirement-plan services through a network of investment adviser representatives.

Claire Amick is a CFP® with seven years of industry experience. She currently works at Facet, where she has been since 2026, and previously spent eight years at THE Vanguard Group, Inc. There are no additional notable outside activities reported. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on exchange-traded funds and employs technology-driven processes, including machine-learning algorithms, to optimize portfolio management.

Desiree Wrigley is a financial advisor at Creative Financial Designs, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Eagle Financial Designs, Meijer, Chicos, and Ann Taylor Factory. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Leslie Miller is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 designation and 26 years of industry experience. Miller is also a partner at Miller & Stewart, LLC, a CPA firm, and serves as an independent insurance agent. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers a broad range of strategies, including Biblical Responsible Investing options.

Renee Stewart is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 credential and 26 years of industry experience. She has been affiliated with Creative Financial Designs and CFD Investments, Inc. since 2010, and with Miller & Stewart, LLC since 2004, where she provides accounting services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and specialized advisory services.

Joanne Broadwater is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Creative Financial Designs since 2009 and also operates The Broadwater Group LLC and CFD Investments, Inc. Additionally, she serves as an independent insurance agent and holds a non-investment role as Clerk Treasurer for the City of Attica. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers strategies from passive ETF models to tactically managed portfolios, including Biblical Responsible Investing options.

Kiersten Tate is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Creative Financial Designs since 2020. Outside of her advisory role, she is co-owner of S&K Meadows, where she participates in farming activities including goat care, baking, attending farmers markets, and making homemade soap. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs asset-class model allocations aligned with varied risk objectives and offers Biblically Responsible Investing strategies that utilize third-party screening.

Sue Allbaugh is a financial advisor with Creative Financial Designs, Inc. based in Kokomo, IN. She holds a Series 66 designation and has 20 years of industry experience, including a long tenure at PNC Investments since 2009. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans. The firm employs asset-class model allocations with multiple risk objectives and offers both discretionary and non-discretionary investment management alongside financial planning and consulting services.

Brooke Rockey is a financial advisor at Creative Financial Designs, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Creative Financial Designs and its affiliate CFD Investments since 2006. In addition to her financial advisory role, she is a practicing attorney and sole proprietor of Rockey Law. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

Sherry Hight is a financial advisor with Creative Financial Designs, Inc., holding Series 66 and Series 63 credentials and eight years of industry experience. Prior to joining Creative Financial Designs and its affiliate CFD Investments in 2023, she worked at Allsteel and Moment with Class. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations and a range of risk objectives supported by third-party research and an Executive Investment Committee, with additional features including Biblically Responsible Investing strategies and flexible billing arrangements.

Jeff Larimore is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Spectrum Financial Group since 1984 and with CFD Investments, Inc. since 2004. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized management programs.

Andrew Klinker is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with Creative Financial Designs and its affiliated entities since 2005 and has also operated under the Wealth Management Group DBA since 2001. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Douglas Atkins is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Creative Financial Designs since 2011 and also maintains a role at CFD Investments, Inc. Atkins is involved in independent insurance sales and leads United Financial Freedom, a company offering debt reduction and mortgage acceleration software services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies including Biblical Responsible Investing, alongside flexible billing options and a suite of affiliated financial services.

Robert Soohey is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Creative Financial Designs since 2016 and has prior experience with CFD Investments, Inc. and Richard Soohey. Outside of advising, he is an independent insurance agent. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and employer retirement plans, providing investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactical management, including Biblical Responsible Investing options.

Braeden Bryant is a financial advisor at Creative Financial Designs, Inc. He holds a Series 66 designation and has been with the firm since 2024. Prior to joining the financial industry, he worked in various roles including at Stellantis and Jarvis Curb Appeal. Bryant is also involved in independent insurance sales. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through both discretionary and non-discretionary platforms. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive funds to tactically managed portfolios, including Biblical Responsible Investing options.

Gavin Lovvorn is a CFP® professional with five years of industry experience, currently serving at Creative Financial Designs, Inc. He has previously worked at David Culp & Co, LLP and Crowe LLP. Outside of his advisory role, he operates Lovvorn Consulting, LLC, where he provides tax planning and preparation services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs a diversified investment approach incorporating third-party research and offers a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Adam Kling is a financial advisor at Creative Financial Designs, Inc. based in Kokomo, IN. He holds Series 63 and Series 65 licenses and has been with the firm since 2026. He has prior experience in several roles including entrepreneurial work with Kling Painting and positions in vision care services. Outside of financial advising, he operates a painting business. Creative Financial Designs serves individual, corporate, and institutional clients with investment management, financial planning, and consulting services. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers features such as Biblically Responsible Investing and multiple billing arrangements.

Andrew Drufke is a CFP® with three years of industry experience, currently serving at Creative Financial Designs, Inc. in Indianapolis, IN. Prior to his financial advisory roles, he worked for ten years at Commonwealth Hotels. He is also active as an insurance agent offering life, health, and indexed annuities to clients. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Bailey Owens is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 designation and three years of industry experience. Prior to joining Creative Financial Designs, Owens worked in educational roles at Indiana University Kokomo, Goshen College, and Taylor High School. Owens also engages in independent insurance sales related to investments. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Timothy Kling is a financial advisor at Creative Financial Designs, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bridgeview Financial, Raymond James Financial Services, and Triad Advisors. Kling serves as President and CEO of Bridgeview Financial Inc., where he provides investment advice and insurance services. Creative Financial Designs serves a range of clients including individuals, charitable organizations, corporate and business clients, and employer retirement plans through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach utilizes asset-class model allocations supported by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.