Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Creative Planning since 2019, following eight years at The Johnston Group, LLC. 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Zachary Desmond is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Creative Planning and has previously worked at NewEdge Advisors, Trademark Financial Management, CH Robinson Worldwide, Golden Berg Law, the US Senate, Mount Yale Capital Group, and the University of Minnesota. 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 and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplemental approaches such as direct indexing and tax-loss harvesting.

Adam Netland is a financial advisor at Creative Planning with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Wipfli Financial Advisors and Keystone Wealth 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 centered on low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and a range of specialized advisory services.

Sandra Harder is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and previously worked at The Johnston Group for seven years before joining Creative Planning in 2019. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Colton Higgins is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes four years at NorthRock Partners and four years at Carlson Capital Management. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and fixed income management and private market investments, managing approximately $295.6 billion in client assets.

Timothy Ronning is a CFP® and Series 66 licensed financial advisor with 12 years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent 10 years at BerganKDV Wealth Management LLC. In addition to his advisory role, he is an independent insurance agent for various companies. 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 offers a financial planning–led investment process with a range of portfolio management and retirement plan fiduciary services supported by a large advisory team and centralized infrastructure.

Rebecca Oelrich is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to joining Creative Planning, she spent nine years at KDV 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 emphasizes a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies for long-term goals with selective private market exposure and fiduciary management of retirement accounts.

Derek Hoyt is a CFA® charterholder with 12 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2023, following 16 years at KDV Wealth Management. 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 broad range of supplemental investment options and integrated retirement plan services.

Kenneth Zarske is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Mercer and Pavillion Advisory Group. He is also associated with BerganKDV, Ltd. 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 that emphasizes low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and private market exposure.

Jonathan Liang Sr. is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2023 and previously worked at CTB Financial Services, Ltd. for 21 years. 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 emphasizes a financial-planning-led investment approach that favors low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individual equity and bond management, and selective private market exposure.

Travis Bezella is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is involved in managing residential rental properties through two separate LLCs. 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 and employs a financial planning-led investment process that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Matthew Koelsch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Kowalski Financial, Inc. and Ameriprise Financial Services, Inc. Creative Planning provides comprehensive 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 featuring low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and a suite of retirement plan services.

Mathew Litsheim is a CFP® and Series 65-licensed advisor at Creative Planning with four years of industry experience. His work history includes positions at Keystone Wealth Partners and Verve Carriers, LLC, as well as multiple roles at Creative Planning since 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses 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 assets across more than 1,100 advisors.

Noah Williams is a financial advisor at Creative Planning in Bloomington, MN, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors and academic work at the University of Wisconsin-Eau Claire. Creative Planning provides wealth management 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, buy-and-hold strategies, and selective private market exposure.

Sarah Berggren is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She previously worked at CTB Financial Services, Ltd. for sixteen years before joining Creative Planning. 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, supported by a broad range of supplemental investment options and a large advisory team managing approximately $217 billion in assets.

Michael Giefer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked at The Johnston Group from 2014 to 2019. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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 advanced portfolio management techniques and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Amy Pavlis is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Creative Planning since 2017 and previously was with All Terrain Financial Advisors and SNS Financial Group, 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Sofia Weaver is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, she worked at Charles Schwab and has various experience including roles at the University of Wisconsin-Madison and Wild Tomato. 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 focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Thomas Landreville is a financial advisor with Creative Planning, holding Series 63 and Series 65 registrations and six years of industry experience. Prior to joining Creative Planning in 2023, he worked at BerganKDV Wealth Management, Ameriprise Financial Services, Northwestern Mutual, and Walmart Distribution Center. He also spent four years at Minnesota State University, Mankato, and was involved with Number 4 American Bar and Grill during that time. 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 integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and 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.

Brendon Frazier is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. He has previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Frazier also serves in the Colorado Army National Guard. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth and ultra-affluent clients, as well as institutions. The firm employs 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 tax-efficient strategies.

Nathan Wenner is a financial advisor at Creative Planning with 23 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisors for four years and Hewins Financial Advisors for sixteen years. Wenner is involved in overseeing the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. 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, tax-loss harvesting, and selective private market exposure while offering institutional and retirement plan services through a network of more than 1,100 advisors.

Jordan Mills is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. Mills holds Series 63 and Series 65 licenses and has a minority ownership interest in Wipfli Financial Advisors. Creative Planning offers 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 incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, supported by affiliated legal and accounting resources.

Sara Sell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and SPS Commerce. Outside of her advisory role, she works as an independent contractor shopper for an online delivery service. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process with a focus on low-cost indexing and offers a range of supplemental strategies alongside a broad suite of retirement plan services.

Jeremy Myrum is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Creative Planning since 2019 and previously held roles at Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group from 2011 to 2018. 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 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.

Samuel Andrews is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at BerganKDV Wealth Management, Secured Retirement Advisors, and Transamerica Investors Securities Corporation. 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 managing approximately $217 billion in client assets.

Bradley Reiling is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BerganKDV Wealth Management and has experience in roles at Minnesota State-Mankato and Canterbury Park. Outside of finance, he operates Swag Guys, a merchandise business selling products at concerts. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Adam Heathcote is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Valmark Securities, Inc. and BerganKDV Wealth Management. Outside of his advisory work, he officiates high school and college football and basketball games as an independent contractor. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and incorporates a range of strategies including tax-loss harvesting and selective private market exposure.

Ian O'Brien is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has previously worked at BerganKDV Wealth Management and Hays Companies. He is based in Bloomington, MN. 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 additional portfolio management techniques and integrated retirement plan services.