Thomas Lawson is a CFP® with 11 years of industry experience, currently advising at Creative Planning since 2026. Prior to joining Creative Planning, he worked at PNC Investments for two years and The Vanguard Group for nine years. 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 selective private market exposure and tax-efficient investing.

Lauren Serafini is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Berman McAleer, Merrill Lynch, The Financial Gym, Commonwealth Financial Network, and Serafini Financial Services. 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 utilizes a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and comprehensive retirement plan services.