Aaron Boyer

Craig Drees is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked with Creative Financial Designs since 2010 and has longstanding roles at Security Counselors, Standard Life, and D.B.A. Dree's Financial Services. Outside of his advisory work, he owns SMD Insurance Consultants, LLC, a non-investment-related business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.

Wesley Wilt is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

Jordan Rethman is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at United Planners since 2022 and also maintains a role as an accountant specializing in tax preparation and bookkeeping at McCrate, Delaet & Company. Additionally, he is involved as a portfolio manager with McCrate Wealth Management, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management through its network of 477 independent advisors.

Sarah Stammen is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has 10 years of industry experience and has previously worked with Avantax Advisory Services, Avantax Investment Services, Inc., and 1st Global Advisors, Inc. In addition to her advisory role, she is a shareholder and treasurer at McCrate, Delaet & Co, a CPA firm specializing in tax preparation and accounting. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent investment advisor representatives.

Bradley Hoge is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 18 years of industry experience, including prior roles at Avantax Investment Services and Prudential Insurance Company of America. He is also involved with McCrate Wealth Management LLC as a member. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and supports both fee-based and commission-based advisory models.