Samantha Fitzgerald is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Wipfli Financial Advisor, LLC and Hewins Financial Advisors, LLC. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Charlton Gutierrez is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. Prior to joining Creative Planning, he worked at Empower Advisory Group, Empower Financial Services, and Thrivent Financial. Before his career in finance, he spent eight years with Memphis Shelby County Schools. Outside of advising, he has occasionally performed pressure washing services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, 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 while offering a range of advisory and fiduciary services.

Brendon Frazier is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors Corporation. Frazier serves in the Colorado Army National Guard, a role he has held since 2015. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Aaron Kowal is a CFP® professional with 21 years of experience in financial advising. He is currently with Creative Planning and has held prior roles at Mutual Securities, Inc., Raymond James Financial Services, and has operated Kowal Investment Group, LLC since 2007. Kowal also serves as president and financial advisor of Kowal Investment Group, an independent registered investment advisory firm. 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 offers a financial planning-led investment process focused on low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad advisory team and centralized investment infrastructure.

Jonathan Copley is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2022, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2021, and at TD Ameritrade from 2016 to 2019. 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 and buy-and-hold strategies, complemented by tax-loss harvesting and private market exposure.

Jason Guehl is a financial advisor with Creative Planning in Walnut Creek, CA, holding Series 65, Series 63, and Series 66 licenses. He has 23 years of industry experience and has been with Creative Planning since 2012. 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 selective private market exposure and other tailored solutions.

James Battmer is a financial advisor with Creative Planning, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Triad Advisors, and Bukaty Companies Wealth Management. 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 favors low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Daniel Cairns is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2025. He previously worked at The Marshall Financial Group, Inc from 1995 to 2025. 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, supplemented by tax-loss harvesting, private market exposure, and managed account services.

Kayla Fusaro is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, she held positions at Equitable Advisors and worked in the hospitality sector, including roles at Bar Avalon and Homegrown Hospitality 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 employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Madison Stevens is a CFP® and Series 65 credentialed advisor with two years of industry experience. She currently works at Creative Planning, LLC and has previously held roles at the University of Kansas, Enjinstarter, Adient, Goppert State Service Bank, and Anderson County Jr/Sr High School. 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, buy-and-hold strategies, and private market exposure, with additional services through affiliated legal, accounting, and trust entities.

Macord Foran is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His prior roles include positions at Entrewealth, Thurston Springer Financial, Wells Fargo Advisors, and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages over $295 billion in client assets and offers a range of institutional and retirement plan services through a large network of advisors.

Michael Rabbitt is a financial advisor at Creative Planning with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Creative Planning since 2010. Outside of his advisory role, he owns rental property in Denver, Colorado. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael Fancher is a CFA® charterholder with 31 years of industry experience. He is currently with Creative Planning, where he has worked since 2023. His prior roles include positions at APW Capital, Inc. and Kistler Tiffany Advisors. Creative Planning provides 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 with 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.

Donna Morris is a financial advisor at Creative Planning with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Transamerica Retirement Advisors, Diversified Investors Securities Corp., and Transamerica Investors Securities Corp. since 2003. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a broad range of retirement plan services.

Brandy Benton is a Certified Financial Planner (CFP®) with Creative Planning, bringing two years of industry experience. She previously worked at JBJ Invest for eight years before joining Creative Planning, where she has been since 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension and profit-sharing plans, and institutional trusts and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Alan Mcfann is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Creative Planning since 2017 and previously held roles at UMB Distribution Services, LLC, and Scout Investments, Inc. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Christopher Martin is a CFP® with 19 years of experience in the financial services industry. He is currently with Creative Planning and has previously worked at firms including Merrill and Sageview Advisory Group. He also has involvement with USA Prime Sports outside of his advisory role. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, 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 selective private market exposure.

Kevin Babb is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mesirow Financial, LPL Financial, and CIBC Private Wealth Management. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services, supported by a broad advisory team and integrated investment infrastructure.

Gregory Trainor is a Series 66-licensed financial advisor with Creative Planning in Olathe, Kansas, where he has worked since 2014. He has 12 years of industry experience. 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, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Josalyn Mosby is a financial advisor at Creative Planning with seven years of industry experience and holds the Series 66 designation. Her prior roles include positions at Pacific Select Distributors LLC, Pacific Life Insurance, Securities America Advisors, and First National 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.