Andrea Deutsch is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Mosaic Pacific Investment Advisors LLC and Lee Financial Group Hawaii, Inc. She is based in Honolulu, Hawaii. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Jeanne Stjohn is a financial advisor at Creative Planning with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Mosaic Pacific Investment Advisors and TIAA. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Jack Seymour is a financial advisor with Creative Planning in Honolulu, HI. He holds a Series 65 credential and has been in the industry since 2023, with prior experience at Northwestern Mutual and Interactive Brokers. His background also includes work in educational institutions and a business venture in Hong Kong. Creative Planning provides wealth management and financial planning 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.

Cory Nakamura is a financial advisor at Creative Planning with 21 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Mosaic Pacific Investment Advisors and Investment Management Hawaii. Nakamura is based in Honolulu, HI. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Gage Matsumoto is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning in 2025, he worked at Mosaic Pacific Investment Advisors and has educational experience from the University of Hawaii at Manoa and University of Hawaii at Hilo. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented with direct indexing, tax-loss harvesting, and other portfolio management techniques, and offers integrated retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.