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 financial advisor with HighPoint Planning Partners, holding the CFP® designation and Series 66 license, and has 24 years of industry experience. He has been affiliated with HighPoint Advisor Group, LLC DBA OnPath Financial, LLC and LPL Financial since 2016. Outside of his advisory role, he is involved with Pinnacle Insurance Consulting Group, LLC. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, implementing portfolios through fundamental analysis and utilizing various third-party and LPL-sponsored platforms.

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 with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Creative Financial Designs and its affiliated CFD Investment, Inc. since 2004 and previously worked at Ameriprise from 1998 to 2004. Outside of his advisory role, Umbaugh is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses asset-class model allocations with multiple risk objectives and offers Biblically Responsible Investing strategies alongside various implementation features.

Ryan Ollar is a CFP® professional with five years of industry experience, currently affiliated with Creative Financial Designs, Inc. He previously worked at Northwestern Mutual and the Notre Dame Credit Union. Ollar’s background includes roles in wealth management and financial advisory services. Creative Financial Designs serves individual, corporate, institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations aligned with five risk levels and incorporates third-party research and an Executive Investment Committee to guide portfolio decisions.

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 with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 designation and 14 years of industry experience. Prior to joining Creative Financial Designs in 2019, Barber worked at Wells Fargo Clearing from 2012 to 2015. Outside of advisory work, Barber is involved in independent insurance sales. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations and multiple risk objectives, supported by third-party research and an Executive Investment Committee.

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. His prior roles include positions at Wells Fargo Clearing, Commonwealth Financial Network, Merrill, and J.J.B. Hilliard, W.L. Lyons, LLC. He serves as President and CEO of Five Talents Wealth Management LLC and is a director on the board of South Central Indiana REMC Co-Op, a nonprofit electric and fiber cooperative. Creative Financial Designs serves individual, corporate, and institutional clients, providing discretionary and non-discretionary investment management across multiple platforms along with financial planning and consulting services. The firm uses asset-class model allocations aligned with varying risk objectives and incorporates third-party research with an Executive Investment Committee to guide portfolio management.

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.

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. in Kokomo, IN. He holds Series 63 and Series 65 licenses and has four years of industry experience. Griffin also serves as a clerk for the Honey Creek Ward of the Church of Jesus Christ of Latter Day Saints, where he provides administrative support, financial management, and record keeping. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management as well as financial planning and consulting. The firm uses asset-class model allocations and a range of risk objectives, incorporating third-party research and an Executive Investment Committee to guide portfolio construction.

Corey Sylvester is a financial advisor at Edward Jones in Cicero, IN, holding a Series 66 designation with 19 years of industry experience, all of which have been with Edward Jones since 2007. Outside of advising, he is involved in managing real estate holdings alongside his wife, including ownership in multiple property-related businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Kurt Hare is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Tipton, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Hellen Justus is a financial advisor with LPL Financial in Alexandria, Indiana, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Her prior roles include positions at Edward Jones and E.K. Riley Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Neal Young is a financial advisor with Edward Jones in Tipton, IN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background in academia, having worked at Ohio Northern University, Covenant College, and Goshen College. Outside of his advisory role, Neal coaches 6th grade basketball for the Hamilton Heights School Corporation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.