Steven Chambers is a financial advisor at Creative Planning with six years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Creative Planning, he worked at Willis Johnson & Associates, Nrg, Direct Energy, Infinite Solutions, Ronald Blue Trust, Ronald Blue & Company, and Mercer Global Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Peter Boyack is a financial advisor at Creative Planning with 24 years of industry experience. He has been with Creative Planning since 2011 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of a non-investment-related real estate business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael Giefer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked at The Johnston Group from 2014 to 2019. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Jennifer Price is a financial advisor at Creative Planning with 16 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Raymond James Financial Services and Quest Capital Management Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Rubin Nichols is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Abundance, Inc. and Entrepreneur Development Inc. Nichols is also licensed as an insurance agent, providing service on existing insurance contracts. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental investment techniques, supported by a broad range of affiliated non-investment businesses.

Brenton Simonson is a Certified Financial Planner® with 17 years of industry experience. He currently works at Creative Planning and previously held roles at LPL Financial and Fidelity Brokerage Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Maria Cornelius is a CFP® with over 33 years of industry experience. She is currently with Creative Planning, where she has worked since 2025, following a long tenure at Burt Associates, Inc. from 1992 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Stefanie Williams is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Regions Bank. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Gerald Sharkey Jr. is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Creative Planning since 2017, following roles at SigFig Wealth Management LLC and TD Ameritrade. He is based in Omaha, NE. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside a broad suite of retirement plan services.

Paul Casazza is a financial advisor at Creative Planning with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at The Orchard Group, Dashboard Wealth Advisors, and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Ryan Vogl is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Horizon Advisors, LLC from 2014 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Kolleen Freudiger is a CFP®-certified financial advisor at Creative Planning with 21 years of industry experience. She has worked at Creative Planning since 2020 and previously held roles at Stratford Consulting, LLC and Northwestern Mutual Investment Management. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad team and centralized investment infrastructure.

Gabrielle Watters is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Creative Planning since 2021, following a tenure at Reilly Financial Advisors from 2015 to 2021. Based in San Diego, CA, her background spans multiple roles within these firms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Bradley Blessen is a Series 65-licensed financial advisor at Creative Planning with 10 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory role, he is involved in non-investment-related real estate property ownership and maintenance. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Larry Letterio is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altair Management Partners for 31 years and Kistler-Tiffany Advisors for one year. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Eric Cedor is a financial advisor at Creative Planning with the designations ChFC® and Series 66, and 10 years of industry experience. Prior to joining Creative Planning in 2024, he worked at Guardian Life Insurance Company, Park Avenue Securities, and Valley National Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, managing approximately $295.6 billion in assets. The firm emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Leah Schmid is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. She is based in Madison, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, institutions, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and access to private market investments.

Donald Duncan is a CFP® with over 31 years of experience in the financial services industry. He is currently with Creative Planning, LLC and has previously worked at Edmonds Duncan Registered Investment Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, he is involved with a family farm, which is unrelated to his investment activities. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of affiliated non-investment businesses supporting comprehensive client needs.

Andrew Hess is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He currently works at Creative Planning and previously held positions at Daniels + Tansey, LLP, Merrill, and Bank of America. Outside of finance, he is the CFO of Tri-State Underground, an underground construction company, where he oversees financial activities and provides strategic advice. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Caleb Hoopes is a CFP® and Series 65-registered advisor with Creative Planning, bringing two years of industry experience. Prior to joining Creative Planning, he held positions at Spire Outsourcing, BMG Advisors, Planning Zoo, Walmart, Texas Tech University, and Blue Valley High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure across more than 1,100 advisors and 151 offices.