Jacob Cohen is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. He previously worked at Hergenroeder Financial Advisors and LPL Financial and has experience outside finance, including a role at Towson Tavern. 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, supplemented by various specialized portfolio management techniques.

Melissa Wiss is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Wiss is based in Chicago, IL. 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 approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Michael Rarey is a CFA® charterholder with seven years of industry experience. He has worked at Creative Planning since 2025, including roles with Creative Planning Institutional Advisors, and previously spent six years at Capital Strategies Investment Group. 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 for long-term goals, alongside selective private market exposure and other tailored investment solutions.

Nicholas Lamb is a financial advisor at Creative Planning with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Cetera, Sageview Advisory Group, Bank of America, and Merrill. Outside of his advisory role, he is a partner in a real estate development business and sells fixed insurance products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional investors, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by targeted passive allocations and private market investments.

Tyler Saam is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at Alight Solutions for 16 years and had brief roles at Lockton Investment Advisors and Lockton Companies. Outside of his advisory work, he is a shareholder in Saam Oil Company, Inc., a family-owned business. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing portfolio management, financial planning, fiduciary services, and access to private market investments. 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 integrated investment infrastructure.

Kyle Griffith is a CFP® with eight years of industry experience, currently advising at Creative Planning since 2022. His prior experience includes roles at Wipfli Financial Advisors and The Mather Group. He is based in Chicago, IL. 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, complemented by tax-loss harvesting, private market exposure, and use of sub-advisors for retirement plans.

Amy Macal is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes 15 years at Fifth Third Bank and a brief tenure at Wipfli Financial Advisors. She is based in Naperville, IL. 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 integrated investment infrastructure.

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.

Marshall Lund is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Wipfli Financial Advisors and Hewins Financial Advisors. He is also a guest lecturer at the University of Wisconsin-Madison, where he teaches college students about financial planning. 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 that emphasizes low-cost indexing and incorporates a range of supplemental strategies, supported by affiliated legal, trust, and retirement plan service businesses.