Kelly Stockberger is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses and has been with cfd Investments since 2014. Creative Financial Designs serves individual, corporate, and institutional clients, providing discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations based on five risk objectives and employs third-party research and an Executive Investment Committee to guide portfolio management.

Christin Clark is a Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Creative Financial Designs, Inc. since 2017 and previously worked at Lincoln Financial Network. Outside of her advisory role, she serves as managing member of Neal Clark Farms, LLC, handling check-writing and bill paying for a family-owned farm operation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm’s investment approach is based on asset-class model allocations supported by third-party research and includes a variety of strategies from passive ETFs to tactically managed portfolios, along with Biblical Responsible Investing options.

Brian Doak is a CFP® with 24 years of industry experience, currently serving at HighPoint Planning Partners. He has worked with HighPoint Advisor Group, LLC and LPL Financial since 2016. Outside of his advisory role, he is involved with Pinnacle Insurance Consulting Group, LLC. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Michael Mc Neal is a CFP®-credentialed financial advisor with nine years of industry experience. He is affiliated with Creative Financial Designs, Inc. and has held roles at various firms including Avantax Advisory Services and McNeal Wealth Management, LLC. In addition to his advisory work, he provides independent insurance sales and tax preparation consulting through McNeal Wealth Management, LLC. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations guided by an Executive Investment Committee and offers a range of implementation features, including Biblically Responsible Investing strategies.

Troy Jerrils is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Creative Financial Designs since 2022 and is also associated with CFD Investments Inc. In addition to his advisory roles, he is involved in independent insurance sales. Creative Financial Designs serves a diverse client base including individuals, high-net-worth clients, charitable organizations, corporate entities, and employer retirement plans. The firm employs an investment process based on asset-class model allocations and third-party research, offering a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Edward Camp is a CFP® and ChFC® with 35 years of industry experience. He has worked at Creative Financial Designs, Inc. since 2002 and at Advanced Estate Planning since 2009. Outside of his financial advisory roles, he teaches lessons on Lift E-foil boards in Mishawaka, IN. 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 strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

Randy Umbaugh is a financial advisor at Creative Financial Designs, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Creative Financial Designs and Diligent Wealth Management since 2004. In addition to his advisory role, he is involved in independent insurance sales. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with 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 tactically managed portfolios, including Biblical Responsible Investing options.

Ryan Ollar is a CFP® with five years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. He has held positions at Camp Wealth Management, cfd Investments, Inc., Notre Dame Credit Union, LPL Financial, and Northwestern Mutual. Prior to his financial advisory career, he worked for 13 years at Costco Wholesale. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs asset-class model allocations and risk-based strategies supported by third-party research and an Executive Investment Committee.

Cole Schroeder is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at State Farm, UPS, 1st Source Bank, LPL Financial LLC, and Lowe's. Schroeder is based in Kokomo, Indiana. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations across five risk profiles and provides specialized strategies such as Biblically Responsible Investing.

Justin Keeling is a CFP® professional with 27 years of industry experience, currently affiliated with Creative Financial Designs, Inc. in Kokomo, IN. He has been involved with Creative Financial Designs since 1997 and also operates Community Tax and Financial, providing bookkeeping, tax preparation, payroll, investments, financial planning, and insurance services. Keeling is the owner of Community Insurance Group LLC, a property and casualty insurance agency. 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 research-driven, asset-class allocation approach with a range of strategies including Biblical Responsible Investing and offers flexible billing arrangements alongside integrated services in insurance, tax, and real estate.

Jamie Smith Barber is a financial advisor at Creative Financial Designs, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Creative Financial Designs since 2019. Barber is also involved in independent insurance sales and serves as a contracted registered assistant providing support services to other financial advisors. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs a model-driven investment approach informed by third-party research and offers a broad range of strategies, including Biblical Responsible Investing options and both discretionary and non-discretionary execution.

D Mark Smith is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Smith is president and CEO of Five Talents Wealth Management LLC and serves as a director on the board of South Central Indiana REMC Co-Op, a nonprofit electric and fiber services cooperative. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm uses asset-class model allocations with risk objectives and offers Biblically Responsible Investing strategies alongside multiple billing options and operational features for financial professionals.

Israel Elliott is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and one year of industry experience. He has worked at Ray Wealth Management since 2023 and operates a financial coaching business focused on client spending and budgeting. 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 various strategies including Biblical Responsible Investing, with flexible fee arrangements and specialized advisory programs.

Matthew Powlen is a Series 66-licensed advisor with 17 years of industry experience. He has been with Creative Financial Designs, Inc. and its affiliate CFD Investments since 2017. Prior to that, he worked at Carroll Consolidated and was involved with Christians Concern for the Community. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through both discretionary and non-discretionary investment management and comprehensive 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.

William Quick is a financial advisor at Creative Financial Designs, Inc. in Kokomo, Indiana, holding ChFC® and Series 63 designations with 31 years of industry experience. He has worked with Northwestern Mutual and its affiliates for over two decades before joining Creative Financial Designs in 2018. Creative Financial Designs serves individual, corporate, and institutional clients by offering investment management and financial planning services across multiple platforms. The firm uses asset-class model allocations guided by an Executive Investment Committee and provides specialized strategies such as Biblically Responsible Investing.

Jimm Nidlinger is a financial advisor with Creative Financial Designs, Inc. He holds a Series 63 designation and has 33 years of industry experience. His prior work includes roles at Southern Indiana Investments Company Three, LLC, Signator Investors, Inc., Indiana Investments LLC, and MGN Company. Outside of advising, he is involved with MGN Companies in Terre Haute, where he engages in sales and consulting related to fixed insurance and operates as managing partner in Southern Indiana Investments Company Three, LLC. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with various risk objectives and provides unique implementation features, including Biblically Responsible Investing strategies.

Leonard Neisler is a financial advisor at Creative Financial Designs, Inc. with 55 years of industry experience. He holds a Series 63 designation and has worked previously at MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company, and The Financial Group, Inc. Outside of his advisory role, he serves as president of the Snow Drifters of Hamilton County and as secretary/treasurer of the American Council of Snowmobile Associations. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm’s investment process is based on asset-class model allocations supported by third-party research and offers a range of strategies from passive to tactical management, including Biblical Responsible Investing options.

Thomas Beachy is a CFP® with 19 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc. and operates Beachy Wealth Management LLC. Outside of his advisory work, he owns a business focused on growing and selling giant pumpkins and seeds. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm uses asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with options for both passive and tactical management.

Michael Griffin is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with Creative Financial Designs since 2022 and is also associated with Capital Planning Systems, where he has served since 2006. Outside of his advisory roles, Griffin serves as a clerk for the Honey Creek Ward of the Church of Jesus Christ of Latter Day Saints, providing administrative support and financial management. Creative Financial Designs serves individual clients, including both non-high-net-worth and high-net-worth households, as well as corporate and institutional clients and employer retirement plans. The firm employs asset-class model allocations and an Executive Investment Committee to manage portfolios across various platforms, offering both discretionary and non-discretionary investment management alongside financial planning and consulting services.

Corey Sylvester is a financial advisor with Edward Jones in Cicero, Indiana, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in real estate through ownership interests in rental properties and a real estate business. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining one of the largest retail advisor networks in the industry.