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.

Alexandra Durham is a CFP® with 15 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2011. She also has a longstanding affiliation with Freedom Financial Group beginning in 2004. Outside of her advisory work, Durham is a member of the Kokomo School Corporation board and serves on the Kokomo Howard County Library Board of Directors. Ausdal Financial Partners manages approximately $2.13 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm combines advisory and brokerage services, including insurance product sales, with investment strategies implemented through various account types and custodial platforms.

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.

Steven Loveless is a financial advisor with United Advisor Group based in Cincinnati, OH. He holds a Series 66 designation and has eight years of industry experience. Prior to joining United Advisor Group, he worked at Cambridge Investment Research and Protiviti. Loveless is also CEO and CIO of Ironside Strategies, an investment management firm focused on a team-based, long-term approach. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios and a combination of fundamental, technical, and asset allocation strategies.

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.

Dean Huston is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

Joshua Winger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., Charles Schwab & Co., and the Evansville Teachers Federal Credit Union. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s platform supports a variety of investment strategies and account types, offering both discretionary and non-discretionary management with an array of analytical approaches and fiduciary services.

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.

Taylor Mills is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Raymond James and First Farmers Bank & Trust since 2019. Outside of his advisory work, Mills serves on the finance committees of multiple local nonprofit organizations, including the Carver Community Center and the Kokomo BobKats Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports specialized services such as municipal advisory and SIMPLE IRA employer consulting.