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.

John Dean is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked with Creative Financial Designs, INC and CFD Investments, INC before joining Independent Advisor Alliance and LPL Financial in 2019. Outside of his advisory work, he is employed at Eastern Howard School Corporation in a non-investment-related role. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement consulting. The firm uses a network model of advisory representatives, many of whom are dually registered with LPL Financial, and incorporates various investment strategies and technology platforms to support client needs.

Sharon Conner is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Independent Advisor Alliance and LPL Financial since 2017 and was previously with Creative Financial Designs, Inc. from 2014 to 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using both discretionary and non-discretionary management styles, leveraging technology platforms and a network model of advisory representatives.

Carmino Bove is a financial advisor with PNC Wealth Management in Kokomo, IN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at PNC Investments since 2013 and was briefly with Wells Fargo Clearing in 2025. Outside of his advisory role, he is an owner and board member of Mason Village, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and implements investment strategies via mutual funds and ETFs.

Andrew Roller is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has worked previously at Creative Financial Designs, Inc. and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and employs a network model with a range of investment strategies and technology platforms.

Kourtney Shawhan is a financial advisor at Independent Advisor Alliance, LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and CFD Investments. Shawhan provides administrative support within her current firm alongside her advisory role. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and utilizes various portfolio management strategies and technology platforms.

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.

James Hopkins III is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Glidden Fence, Ball State University, the U.S. Army Indiana National Guard, and the Sheridan School District. He holds a Series 66 designation and manages an advisory business through Hopkins Investment Solutions. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement income recommendations supported by a centralized consulting team.

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.

Gregory Lohman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. He is based in Sheridan, IN. Outside of his advisory role, Lohman is a trustee of the Lohman Family Iona Land Trust, a property holding trust in Florida. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while incorporating tax-aware strategies and risk management techniques.

Steve Jones is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Financial Management Resources Inc. In addition to his advisory work, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.