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.

Kevin Ekstrom is a CFP® professional with 18 years of industry experience. He is a partner at Covenant Wealth Advisors, LLC, where he has worked since 2004, and previously worked at Partnervest Advisory Services LLC. He is also a partner in Covenant Realty Holdings, LLC, which owns the real estate used by Covenant Wealth Advisors. 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 combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Grace Gann is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and three years of industry experience. Her prior work includes roles at Advantage Retirement Services and Juli Russell Design Group/BKDC. In addition to her advisory work, she is a partner involved in insurance sales at Advantage Retirement Services. 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 investment strategies including proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

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 at CreativeOne Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and Ameriprise Financial Services, Inc. Outside of his advisory role, Lawless is involved in real estate development through ownership of Provision Land Development LLC and Ark Development LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diverse investment approach using proprietary ETF-based models, third-party managers, and option strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 license and bringing nine years of industry experience. He is the CEO and founder of Golden Rule Wealth Preservation, where he has been involved in insurance product sales since 2008. Wehrly’s prior roles include positions at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. CreativeOne Wealth, LLC 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, supporting tailored suitability assessments and discretionary asset management through its network of Investment Adviser Representatives.

Joseph Gagnon is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He currently works at Creativeone Wealth, LLC and has previously been affiliated with ChangePath, LLC, American Independent Securities Group, LLC, and Partnervest Advisory Services, LLC. Outside of advisory work, he is an independent insurance agent. 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 employs a variety of portfolio strategies including proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analysis.

Nicholas Millard is a financial advisor with Creativeone Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including roles at ChangePath, LLC, Covenant Wealth Advisors, LLC, and Partnervest Advisory Services LLC. Millard is a partner in Covenant Wealth Advisors, LLC, which dedicates a portion of its business to life, health, and annuity sales, and he is also a partner in Covenant Realty Holdings, LLC, which owns the real estate used by Covenant Wealth Advisors. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a variety of investment strategies, including proprietary ETF-based models and third-party managers, and supports tailored suitability assessments and regular portfolio rebalancing.

Frank Barrale is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Aegis Wealth Management, Mindie Molina Investment and Insurance, and Sunfire Financial. Barrale also served 30 years in the US Army. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based models, third-party managers, and option strategies supported by quantitative and fundamental analysis.

Paul Groeschel Johnson is a financial advisor with CreativeOne Wealth, LLC and holds Series 63 and Series 66 licenses. He has three years of industry experience, including roles at Stratton & Company and several other firms. Johnson also serves as a Planning Associate at Stratton & Company, focusing on life insurance and annuity services. 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 employs a mix of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Jonathan Byrd II is a Series 65-licensed advisor at CreativeOne Wealth, LLC with one year of experience at the firm. He has been involved in several business ventures, including Sparrow Property Management, LLC, Byrd Enterprises Inc., and Go Figure Racing, Inc., which operated the Indianapolis Speedrome until 2024. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Nathaniel Reeder is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Changepath, LLC since 2021 and previously at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Reeder is also involved in an insurance and annuity advisory business through Fortress Wealth Management. 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 employs a range of investment strategies including proprietary ETF-based core models and third-party managers, supporting tailored portfolio management through its large network of investment adviser representatives.

Laura Schultz is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Thompson Hine LLP for twelve years. Outside of her advisory role, she is the owner of Schultz Family Enterprises, LLC, which operates Preservation Retirement Services, an insurance and annuity-related business. 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 combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular rebalancing across its enterprise platform.

Shawn Wrisley is a financial advisor at CreativeOne Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management LLC, Dale Frank Financial Group, and Total Business Solutions NE. Outside of his advisory role, he is involved in financial education through public speaking engagements. 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 utilizes a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.