Matthew Enger is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Creative Planning since 2013. 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 specialized portfolio management techniques.

Jonathan Upham is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sageview Private Client Group and Cetera Wealth Services. Outside of his advisory roles, he is a partner at Powder Capital, LLC, a real estate business focused on buying and selling residential and commercial properties. 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 incorporates low-cost indexing, tax-loss harvesting, and private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.