CreativeOne Securities, LLC

Eric Steele is a CFP® professional with 27 years of industry experience, currently serving at CreativeOne Securities, LLC since 2015. He holds the Series 66 designation and operates in Greer, SC. In addition to his advisory role, Steele owns Upstate Wealth Management LLC, which involves the sale of life insurance, fixed annuities, and long-term care products. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm employs fundamental and cyclical analysis combined with model rebalancing and periodic reviews, offering discretionary and non-discretionary portfolio management through various channels such as proprietary model portfolios and separately managed accounts.

William Monroe III is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cape Investment Advisory, Inc., American Global Wealth Management, Inc., and Gf Investment Services, LLC. Monroe is also a board member of Champion Oaks Ranch, a nonprofit home for at-risk children. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to individuals, corporate clients, and retirement plans. The firm employs fundamental and cyclical analysis along with model rebalancing and periodic reviews, offering discretionary and non-discretionary portfolio management through various channels including proprietary model portfolios.

James Regier is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, and Vsr Advisory Services. Outside of his advisory work, he serves as a court witness analyzing financial information and provides fixed insurance sales and service. CreativeOne Securities, LLC offers financial planning, consulting, and investment management services to a diverse client base, including individuals and corporate retirement plans. The firm utilizes fundamental and cyclical analysis with portfolio management options delivered through proprietary model portfolios and affiliated platforms.

Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and at CMIC Financial Services since 2006. Ryan is also employed by Creative Marketing International Corp., a fixed insurance marketing organization. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm offers a range of portfolio management options and utilizes fundamental and cyclical analysis along with model rebalancing and periodic reviews.

Vernon Henry is a financial advisor with CreativeOne Securities, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Cambridge Investment Research Advisors and GWN Securities Inc. In addition to his advisory role, Vernon is an independent insurance agent for Bollinger Group, specializing in long-term care, disability, life, and linked benefit insurance products. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to individuals, corporate clients, and retirement plans. The firm offers portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios, employing fundamental and cyclical analysis with periodic client reviews.

Shanon Grundland is a financial advisor with CreativeOne Securities, LLC in Aurora, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Since 2012, Grundland has worked at Client One Securities, LLC. Outside of advisory work, Grundland is president of Shanon Grundland Enterprises and is active as an insurance agent specializing in fixed, indexed, and life insurance. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm offers portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios, combining fundamental and cyclical analysis with regular client reviews.

James Rasberry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes prior roles at Client One Securities, LLC and Ameritas Investment Corp, as well as operating Rasberry Financial Services since 2005. Outside of finance, he is involved in several local businesses and community organizations, including ownership of a retail store, board membership for the Economic Development Authority of Jones County and the Mississippi Main Street Association, and participation in a television production company for HGTV. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm offers a range of portfolio management options and employs fundamental and cyclical analysis combined with model rebalancing and periodic reviews.

Brian Ambrose is a CFP® with 24 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC since 2016 and has operated Ambrose Financial & Insurance Services LLC since 2006, focusing on insurance sales and fixed annuities. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to individuals, corporate clients, and retirement plans. The firm employs fundamental and cyclical analysis with model rebalancing and offers a range of managed account programs through multiple advisory channels.

Eric Davis is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, he is also an insurance agent with Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base including individuals, businesses, and retirement plans. The firm uses fundamental and cyclical analysis along with model rebalancing and periodic reviews, offering both discretionary and non-discretionary portfolio management through various channels.

Dennis Mattern is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Client One Securities, LLC and CreativeOne since 2014. In addition to his advisory role, Mattern serves as an annuity sales director for an annuity and life insurance marketing company affiliated with CreativeOne. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm utilizes fundamental and cyclical analysis, model rebalancing, and offers both discretionary and non-discretionary portfolio management through various platforms.

Dylan Lueckenotte is a CFP® with eight years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at Client One Securities, LLC and Wallstreet Group, where he has held various roles since 2014. Outside of his advisory work, he is an account executive involved in employee benefit insurance sales with Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base including individuals, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, retirement plan fiduciary services, and utilizes proprietary model portfolios alongside third-party referrals.

Stephen Henson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities since 2015. Outside of his advisory role, he is involved in ownership and management of non-investment-related businesses, including a bar and a real estate LLC, and serves as president of the Blue Heron Condo Association in Cape Coral, FL. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base that includes individuals, businesses, and retirement plans. The firm offers a range of portfolio management options and uses fundamental and cyclical analysis alongside proprietary model portfolios to serve its clients.

Steven Scaletty is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2011. Outside of his work at CreativeOne, Scaletty serves as president of Secure Financial Services, Inc., focusing on fixed insurance products, and acts as an advisor for Associates Financial Group. He is also a commissioned notary public. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base that includes individuals, corporate clients, and retirement plans. The firm offers portfolio management, retirement plan fiduciary services, and access to proprietary and third-party investment platforms.

Francisco Martinez is a CFP® with 17 years of industry experience. He is currently affiliated with CreativeOne Securities, LLC and has prior work history with Client One Securities, LLC and Financial Choreography, LLC (formerly Silverstone Financial Advisors). Outside of his advisory work, Martinez serves as an election judge for the Montgomery County Board of Elections in Maryland. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, corporate clients, and retirement plans. The firm offers portfolio management, fiduciary services, and access to proprietary model portfolios through multiple advisory channels.

Kelly Crisci is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 registrations and 17 years of industry experience. He has been with CreativeOne Securities since 2014. Outside of his advisory role, Crisci is involved in marketing services for credit unions through Empowerfi and participates in non-investment related activities such as bookkeeping and business operations for 1eleven Enterprises, LLC. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base that includes individuals, corporate clients, and retirement plans. The firm offers a range of portfolio management options and operates both as a registered investment adviser and broker-dealer under common control with an insurance marketing company.