Claire Kingstad is a financial advisor at Creative Planning with a Series 65 designation and no prior industry experience. She has held roles at Creative Planning, Global Organic Distro, the City of Minneapolis, VIA Actuarial Solutions, and Gallagher. Outside of advising, she is involved with Kingstad Event Technologists, a business providing event technology staffing and virtual event production. Creative Planning serves a diverse client base including individuals, corporations, 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, complemented by supplemental tactical options and integrated retirement plan services.

Derrick Bordeleau is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and GWFS Equities. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.