Lakewood, CO Office

Jacob Kavalar is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth and The Guardian Group in 2026, his work history includes roles in real estate and retail sectors. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, plan sponsors, and other RIAs, managing primarily discretionary accounts through a combination of proprietary models and third-party managers. The firm offers a range of investment options including ETFs, mutual funds, and private investments, along with consultative services and sub-advisory roles.

Joe Harl is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at The Guardian Group and has a background with Halliburton Sperry. Outside of his advisory work, he is involved with The Guardian Group in offering life insurance and annuity strategies to clients. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, serving a diverse client base that includes high-net-worth individuals and plan sponsors.

Benjamin Beasley is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has worked at CreativeOne Wealth and The Guardian Group since 2024. Prior to his advisory career, he held various roles including positions at the University of Colorado - Boulder and in the hospitality sector. Beasley is also involved in financial planning and administrative duties related to insurance products at The Guardian Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Jacob Ricketts is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has been with CreativeOne Wealth since 2026 and also serves as Health and Wellness Manager at BARD Materials, a ready-mix concrete and aggregate company. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies across a large enterprise platform.