Kyle Bernstein is a financial advisor with Creative Planning in New York, NY, holding a Series 65 credential and five years of industry experience. He has worked at Creative Planning since 2019 and previously held roles at Edward Jones, State Farm Insurance, and Bellerive Country Club. 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, using a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Mark Deters is a Series 66-licensed financial advisor with Creative Planning, where he has worked since 2022. He has 14 years of industry experience, including seven years at Sentinel Benefits & Financial Group. In addition to his advisory role, he authors a blog called 401(K) University, which helps plan sponsors understand defined contribution plans and their fiduciary responsibilities. 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 combines low-cost indexing with supplemental strategies, and offers a range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Mark Doman is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 credential and has been with Creative Planning since 2021, also operating The Doman Group since 2011. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, 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 additional portfolio management techniques and comprehensive retirement plan services.

Benjamin Mc Kiernan is a Series 65-licensed financial advisor with six years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at Blacktower Financial Management (US) and two UK-based firms, 80 Twenty Consultancy LTD and Inspire Financial Solutions LTD. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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, supplemented with advanced portfolio management techniques and comprehensive retirement plan services, supported by a broad range of affiliated legal, trust, and recordkeeping businesses.

Andrew Sasso is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to this, he worked at J.P. Morgan Securities and Jpmorgan Chase Bank. Outside of his advisory role, he is a co-owner of Sasso Capital, LLC, a real estate business based in Brooklyn, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, 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.

Justin Dodge is a Series 65-licensed financial advisor with Creative Planning in New York, NY, bringing three years of industry experience. His prior roles include positions at The Doman Group and Columbia University. Creative Planning provides 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 assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses and private market investment capabilities.

David Lynch Jr. is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He is currently with Creative Planning, LLC and has previously worked at Suntrust Advisory Services Inc, Suntrust Bank, and J.P. Morgan. 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 and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Sean Hanley is a CFP® with 16 years of experience in the financial services industry. He is currently with Creative Planning and has previously worked at LPL Financial, Flagstar Bank, Charles Schwab, and TD Ameritrade. 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, supplemented by advanced portfolio techniques and integrated retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Michael O'Brien is a CFP® professional with three years of experience at Creative Planning and over a decade of prior experience at Joel Isaacson & Co., LLC. He is based in Brooklyn, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm offers a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Alexander Juszczak is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. He has worked at Creative Planning since 2021 and previously held positions at The Doman Group, Columbia University, and Cornell University. 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, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an affiliated law firm and trust company.

Hanssraj Matta is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 66 designation and has held roles at Growth Capital Services, EquityMultiple, Bank of America, and Merrill. Outside of advisory work, he manages investor relations at EquityMultiple, an investment-related business in New York. 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 includes low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Harrison Wirth is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Maxim Group LLC. Outside of advising, he has been affiliated with Columbia University and Franklin & Marshall College during his career. 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.