Meredith Moore is a financial advisor at Creative Planning with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and Kestra Financial Services. Moore has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Raya Kulkarni is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Creative Planning and has prior experience at TIAA-CREF and Sunbelt Securities, Inc. Kulkarni is also president of POINT FRONTIER, LLC, a business consulting firm focused on operations efficiency and business planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Jonathan Copley is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2022, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2021, and at TD Ameritrade from 2016 to 2019. 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 emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting and private market exposure.