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.

Mylon Logan is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Lincoln Investment since 2010 and maintains concurrent roles with Aag Securities, Inc. and Grant County State Bank. Outside of his advisory work, he serves as treasurer and board member for Westview Wesleyan Church. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team and a layered delivery model involving third-party managers and advisor-led relationships.

Mark Siegelin is a financial advisor with Edward Jones in Gas City, Indiana, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at Edward Jones since 1993. Outside of his advisory role, Siegelin serves as a part-time hall director at Taylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Ryan Jones is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He is based in Marion, IN, and holds the Series 66 designation. Outside of his advisory role, Jones serves as Board President and Fundraising Chair at Kinwell Academy. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm provides a range of advisory programs and investment solutions to individual and institutional clients, operating under a fiduciary standard.

Kristopher Holtzleiter is a financial advisor at Edward Jones with a Series 66 designation. He has been with Edward Jones since 2025 and previously worked in college recruiting and law enforcement. Outside of his advisory role, he serves as Director of Baseball Operations for USA Prime Indiana and is the Head Baseball Coach at Eastbrook Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

James Womack III is a financial advisor at Ameriprise in Marion, Indiana, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. He is the owner of Veritas Holdings LLC, through which he manages his Ameriprise advisory business. Ameriprise offers retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joshua Bowlin is a financial advisor at Edward Jones in Marion, IN, holding Series 63 and Series 66 registrations with two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Renewal by Andersen and Thrivent Financial, and has been involved with Reclaimed BJJ Academy and local Wesleyan churches. Joshua also has a background in education through his association with Indiana Wesleyan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by one of the largest networks of financial advisors and branch offices in the industry.

Michael Reynolds is a financial advisor with Edward Jones in Marion, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2014 to 2019 before joining Edward Jones in 2019. Reynolds serves as a trustee on the committee that maintains the property of the Indiana Yearly Meeting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Luke Mitchell is a financial advisor at Edward Jones in Marion, IN, with 21 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns a real estate holding company that manages his office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large network of advisors and branches and offers additional services such as tax-efficient investing and proxy voting under a fiduciary standard.

Charles Bock is a ChFC® and Series 66-registered financial advisor with Edward Jones in Marion, IN, having two years of industry experience. His prior roles include positions at The American Bank of Missouri and Primerica Financial Services, as well as involvement with Wabash College organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Sabrina Wilds is a Series 66 licensed financial advisor with Edward Jones in Marion, IN, with 15 years at the firm and five years of industry experience. She has spent her entire career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.