Shawn Meade is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Redwood Wealth Management, LLC and Wipfli Financial Advisors, LLC. He is involved with the Cherokee County Educational Foundation as Treasurer and a member of the Executive Committee. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Brian Huey is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Creative Planning since 2022, following prior roles at Wipfli Financial Advisors and Redwood Wealth Management. Brian is based in Alpharetta, GA. 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 manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies.

Melissa Beach is a CFP® professional with 12 years of industry experience. She is currently with Creative Planning and has previously worked at Wiser Wealth Management, Redwood Wealth Management, Modera Wealth Management, and Wipfli Financial 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 manages approximately $217 billion in assets and emphasizes a financial planning-led investment process with a focus on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Lane Steinberger is a CFP® and CFA® with 20 years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2022. Prior to that, he spent 13 years at Redwood Wealth Management and briefly oversaw the wind down of Wipfli Financial Advisors, a business later acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to 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 for long-term objectives, while offering institutional services and access to private markets through a network of over 1,100 advisors.