Matthew Platt is a CFP® professional with 10 years of industry experience, currently serving at Creative Planning since 2024. His prior work includes four years at Edward Jones Investments and four years at TD Ameritrade. Matthew holds Series 63 and Series 66 licenses and is based in Meridian, ID. Creative Planning provides comprehensive 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, individually managed strategies, and selective private market exposure.

Christopher Beesley is a CFP® professional with 19 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Zions Bank and LPL Financial. Beesley is a minority partner in a health and fitness consulting business owned by his wife but is not involved in its operations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, 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 other portfolio management techniques.