Beckie Doty is a financial advisor at Creative Planning with 16 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets from 2014 to 2021 before joining Creative Planning in 2021. 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 employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

John Lame, Jr. is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2020, he worked at Lenox Wealth Management for six years. 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 integrated investment infrastructure.

Benjamin Polich is a financial advisor at Creative Planning with 20 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2011. 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.

Mary Tunakan is a Series 65-licensed financial advisor at Creative Planning with four years of industry experience. She has worked at Creative Planning, LLC since 2021 and previously at Creative Planning Legal, P.A. from 2016 to 2021. Outside of her advisory role, she is a fitness instructor at Lagree High Desert in Bend, Oregon. 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 combines low-cost indexing with supplemental strategies, supported by a range of affiliated legal, trust, and retirement plan services.

Macie O'Sullivan is a CFP®-designated financial advisor with Creative Planning, LLC, based in Wausau, WI. She has five years of industry experience, including prior roles at Wipfli Financial Advisors, LLC and WipFli LLP. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and tax-loss harvesting.

Allison Swanson is a financial advisor at Creative Planning with one year of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Creative Planning, she worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Outside of financial advising, she provides private softball pitching lessons through her business, Coach A Softball Stars. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that integrates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Katherine Ferro is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her background includes roles at Lockton Companies, The Hawk Tavern, and various educational institutions, including the University of Kansas Business School and Saint Thomas Aquinas High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies complemented by selective private market exposure.

Christopher House is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Kari Moon Brown is a CFP® professional with Series 63 and Series 65 licenses, currently serving as a financial advisor at Creative Planning. She has two years of industry experience, including previous roles at Albion Financial Group and Verity. 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 emphasizes a financial planning-led investment process that incorporates low-cost indexing and supplemental strategies, supported by a broad range of affiliated non-investment businesses.

Aaron Buczek is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2013. The firm provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. Creative Planning employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Max Collins is a CFP® and Series 65-registered advisor with Creative Planning, LLC, based in Overland Park, KS. He has three years of industry experience and joined Creative Planning in 2023. Prior to his current role, Max held positions in diverse sectors including hospitality, retail, and education. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Maricela Shenouda is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Merrill and Bank of America. 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 employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Sonja Cashion is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. She has been with Creative Planning since 2015 and has prior experience with Cambridge Investment Research, Inc. and Strategic Financial Solutions. 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 specialized investment approaches and comprehensive retirement plan services.

Patrick Brown is a financial advisor at Creative Planning with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Creative Planning in 2024, he worked at Purshe Kaplan Sterling, Edmunds Duncan Registered Investment Advisors, Cetera Advisors, and Abram Brown Financial Consultants. Outside of advising, he is involved in financial literacy education through seminars and presentations and operates a small business designing and selling T-shirts. 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 emphasizes a financial planning–led investment process with low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting, supported by a broad advisory team and integrated investment infrastructure.

Mckenzie Johnson is a financial advisor at Creative Planning with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Kestra Financial Services, Principal Life Insurance Company, and Princor Financial Services. Johnson has been with Creative Planning since 2021. 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 and buy-and-hold strategies, alongside selective private market exposure and institutional retirement plan services.

Cara Esser is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Mesirow Financial, Blue Cross Blue Shield Association, and Morningstar. Outside of her advisory work, she serves as president of her local homeowners association in Chicago. Creative Planning is an enterprise advisory firm managing approximately $217 billion in client assets, offering services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental offerings such as direct indexing and tax-loss harvesting, and provides a range of affiliated legal, trust, and retirement plan services.

Douglas Morris is a financial advisor at Creative Planning with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Lockton Investment Advisors from 2008 to 2021. 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 plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by targeted active management and private market exposure.

Jesse Reed is a CFP® and Series 66-registered financial advisor with Creative Planning, LLC, bringing nine years of industry experience. His background includes roles at Allworth Financial and ongoing service as a Navy Reservist, where he is an instructor pilot. Outside of advising, Reed also works as a pilot for Delta Air Lines and delivers motivational talks through a public speaking venture. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental portfolio techniques and a range of affiliated non-investment businesses supporting estate, legal, trust, and retirement plan services.

Andrew Fuller is a CFP® professional with 20 years of industry experience, currently serving at Creative Planning since 2013. He holds a Series 66 license and is based in Irvine, CA. 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 featuring low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Todd Shepherd is a CFP® with 23 years of experience and has been with Creative Planning in Overland Park, KS, since 2004. He holds the Series 65 designation and is part of a large advisory team at Creative Planning. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting. Creative Planning also offers a range of retirement plan services and operates several affiliated non-investment businesses, including a law firm, trust company, and recordkeeping business.