Jeffrey White is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms, including Kera Capital Partners and Vista Wealth Management Group. He is based in San Francisco, CA. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. 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 specialized approaches such as direct indexing and tax-loss harvesting.

James Phillips is a financial advisor with Creative Planning in Monterey, CA, holding a Series 65 credential. He joined Creative Planning in 2025 and has prior experience at the University of California, Santa Cruz, where he worked from 2008 to 2024. Phillips serves as a board member of Bay Federal Credit Union, providing input on its strategic direction. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes 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.

Anthony Pressimone is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Churchill Management Group. 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 advanced portfolio management techniques and integrated retirement plan services.

Jared Wewers is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He is currently an advisor at Creative Planning and has business interests as the owner of companies involved in selling sneakers and apparel, operating as an Amazon seller, and designing pet products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional accounts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

James Pak is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, he worked at UBS Financial Services from 2016 to 2018. He is also involved as a member manager at ED3 Property, LLC, a rental property management and private placement real estate business. 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, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets through over 1,100 advisors across 151 offices.

Devonee Quinn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. She is currently with Creative Planning, where she has worked since 2022, and previously held roles at WIPFLI Financial Advisors, LotusGroup Advisors, and Lee Financial Corp. Outside of financial advising, she works as an independent consultant in wine sales through Wine Retriever, LLC. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, serving a diverse client base that includes individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process focused on low-cost indexing and offers a range of supplemental strategies along with affiliated non-investment businesses such as legal and trust services.

Jeffrey Robinson is a financial advisor at Creative Planning with 19 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining Creative Planning in 2026, he worked at Morgan Stanley and E*TRADE in various capacities. He was also involved with the Atlanta Marathon Club from 2011 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporate entities. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and various institutional and retirement plan services.

Klint Armitstead is a financial advisor at Creative Planning with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at NYLIFE Securities, New York Life Insurance Company, and the Colorado Retirement Association. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach focusing on low-cost indexing and buy-and-hold strategies for long-term goals, complemented by various other portfolio management techniques.

Grant Minick is a CFP® and Series 65-registered advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience, all spent with Creative Planning since 2016. 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, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by institutional and retirement plan services, private market investments, and multiple affiliated legal and accounting resources.

Sally Johnson is a financial advisor with Creative Planning, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior roles include positions at Lockton Companies LLC and Wealthplan Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Jordan Davis is a CFP® professional based in Glen Cove, NY, currently serving as a financial advisor with Creative Planning. He has approximately four years of cumulative industry experience, including prior roles at Centura Wealth Advisory. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Matthew Pearson is a financial advisor with Creative Planning in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, Global Retirement Partners, LPL Financial, Usi Advisors, M Holdings Securities, and Kibble & Prentice Holding Company. He serves on the board of Global Underwater Explorers, a diving community and training organization. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Michael Glenn is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he held various roles at Northwestern Mutual, including positions in wealth management and investment management from 2013 to 2019. Creative Planning offers 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Bryan O'dell is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2012. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad advisory team and centralized infrastructure.

George Lin is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, he worked at The Vanguard Group from 2005 to 2022. 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Stefany Quirico Canepa is a CFP® professional with seven years of industry experience. She is currently an advisor at Creative Planning and has previously worked at ML&R Wealth Management LLC and Goldman Sachs & Co. 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 process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers a range of retirement plan fiduciary and administrative services.

John Wheeler IV is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2021 and previously worked at Castle Investment Advisory for eight years. Based in Indianapolis, IN, Wheeler’s background includes roles at both 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 manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various specialized investment approaches and comprehensive retirement plan services.

Angela Thomas is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2023, she spent 11 years at KDV Wealth Management 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 manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing alongside supplemental strategies such as direct indexing and tax-loss harvesting.

Soha Dessouky is a financial advisor at Creative Planning with four years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Creative Planning, Soha worked at Kestra Investment Services and Purshe Kaplan Sterling Investments. Outside of finance, Soha works as a fitness instructor, leading boxing classes at Title Boxing Club. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Andrew Keating is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, having four years of industry experience. His prior professional background includes roles in real estate with firms such as Platinum Realty and Realty One Group. Outside of his advisory work, he is involved as a real estate agent with Platinum Realty. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.