Thomas Bevington is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to Creative Planning, he worked at Matter Family Office, Charles Schwab Bank, Charles Schwab, and FIDELITY Brokerage Services 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, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Jeffrey Brownlee is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Flint Hills Resources for four years. He is based in Denver, CO. Creative Planning offers 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Andrew Lollback is a financial advisor at Creative Planning with 15 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2021. Prior to that, he spent five years with Lockton Investment Advisors, Lockton Companies LLC, and Lockton Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, 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 assets across more than 1,100 advisors and 151 offices.

Scott Weneck is a financial advisor at Creative Planning with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lockton Investment Advisors and Lockton 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 utilizes a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Brendan Wise is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 credential and has worked at firms including UBS Financial Services, RBC Wealth Management, and CliftonLarsonAllen Wealth Advisors. Outside of his advisory role, he serves as a rink director for a hockey facility in St. Louis Park, MN. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Darrell Quam is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2021, he worked at Lockton Financial Advisors, LLC, Lockton Investment Advisors, LLC, and Lockton Companies, LLC from 2013 to 2021. 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 featuring low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

John Baker is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2016. 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 combines low-cost indexing with supplemental strategies, supported by a large advisory team and centralized investment infrastructure.