Erica Puent is a CFP® professional at Creative Planning with six years of industry experience. Her prior work includes roles at Robert Walters Japan, Military OneSource, Fisher Investments, BKD Wealth Advisors, Charles Schwab & Co., Inc., and Old Fisherman's Grotto. She is based in Dallas, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates 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.

Jennifer Martin is a financial advisor at Creative Planning with 14 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior roles include positions at Lockton Investment Advisors, Gurtin Municipal Bond Management, J.P. Morgan Securities, and several other firms. 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 uses a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and sub-advisory services.

Kathy Kaffer is a CFP®-certified financial advisor at Creative Planning with seven years of industry experience. She has worked at Creative Planning since 2020 and previously was with Thun Financial Advisors and Oscar Gruss & Son Incorporated. Creative Planning provides wealth management and financial planning services to a wide range of clients, 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 for long-term goals, complemented by selective private market exposure and other tailored investment options.

Andres Medina is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Austin, TX. 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 offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of retirement plan services.

Tyler Specht is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His previous roles include positions at Bank of America, Merrill, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, 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 while offering a range of institutional and retirement plan services.