Creativeone Wealth, LLC

Jack Kilibarda is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth since 2023 and Benefit Resource Partners since 2020. Outside of advisory work, he is involved with Benefit Resource Partners where he engages with clients and sells life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of portfolio strategies including proprietary ETF-based models and boutique equity managers, supporting tailored suitability assessments and regular portfolio rebalancing.

Andrew Congleton is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he is an investor in medical imaging and a bar/entertainment venue. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a blend of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies within a platform supporting tailored suitability assessments and regular rebalancing.

Grace Gann is a Series 65 licensed financial advisor with three years of industry experience, currently affiliated with CreativeOne Wealth, LLC and Advantage Retirement Services. Her background includes roles in retirement services and design, with prior experience at Juli Russell Design Group/BKDC and Missouri State University. She is a partner involved in insurance sales at Advantage Retirement Services, focusing on annuity products. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using a combination of proprietary models and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Courdney Williams is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Noetic Wealth Strategies, Caitlin John Private Wealth Management, and New York Life. Williams also serves as a Wealth Advisor with CPA firms Kirk, Summa & Co and Gold Standard CPA. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Brett Lawless is a financial advisor with CreativeOne Wealth, LLC in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has held prior roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, and Ameriprise Financial Services, Inc. Outside of advising, Lawless is an owner of two real estate development companies, Provision Land Development LLC and Ark Development LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts through proprietary model portfolios and third-party managers, employing various analytical methods and a range of investment vehicles tailored to client objectives.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Wehrly is also the CEO and founder of Golden Rule Wealth Preservation, an investment-related business involved in insurance product sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing various investment strategies across ETFs, mutual funds, individual equities, options, and private investments.

Joseph Gagnon is a CFP® with 20 years of industry experience, currently with CreativeOne Wealth, LLC. He previously worked at ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his advisory role, he is an independent insurance agent. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including tax-aware and ESG options.

Colin Golec is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at BRG and Eldridge Industries. Colin is also involved with The Capital Concierge, where he has worked for three years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Gabriel Jewell is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including Northern Trust Securities, Northern Trust Bank, and Advisors Excel. Jewell’s background also includes roles outside of finance at Coca-Cola Bottling Company, Caseys General Store, and Radius Brewing Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment methods including modern portfolio theory and quantitative analysis.

Jonathan Byrd II is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth, he has been involved in various business ventures, including Sparrow Property Management, Go Figure Racing, Inc., and Byrd Enterprises Inc. Outside of advisory work, he has experience in property management and motorsports through his previous roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory and a mix of ETFs, mutual funds, options, and select private investments.

Jacob Snyder is a CFP® with 11 years of experience in financial advising. He is currently with CreativeOne Wealth, LLC and previously worked at Raymond James Financial Services and Fidelity Investments. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment strategies including modern portfolio theory and quantitative analysis.

Nathaniel Reeder is a financial advisor with CreativeOne Wealth, LLC, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. His work history includes roles at CreativeOne Wealth (formerly CHANGEPATH, LLC), Arktos Wealth & Retirement Services (formerly Fortress WM), Brokers International Financial Services, Broker Dealer Financial Services Corp., and First Heartland Consultants. He is also involved in insurance and annuity advisory services through Fortress Wealth Management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, employing a range of strategies including ETFs, mutual funds, options, and private investments.

Shawn Wrisley is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management LLC, Dale Frank Financial Group, and Total Business Solutions NE. Outside of his advisory work, he is involved in public speaking on financial education. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing ETFs, mutual funds, options strategies, and select private investments.

Kevin Hutton is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with CreativeOne Wealth, LLC. He has prior experience at Joshua Income Management and Ronald J Phillips Insurance Services, Inc., where he held roles involving managerial duties and insurance product offerings. Hutton is also owner and vice president of Joshua Income Management, where he has recently begun incorporating advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a range of proprietary and third-party investment models and strategies, supported by tailored suitability assessments and regular portfolio rebalancing.

Paul Lindsay is a financial advisor with CreativeOne Wealth, LLC in Cary, NC, holding Series 63 and 65 licenses and 29 years of industry experience. He has held roles at Triangle Advisors Group since 2007 and Brokers International Financial Services from 2009 to 2018. He is also an independent insurance agent and owner of Triangle Advisors Group, Inc., which conducts insurance and securities sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.