Wayne Barber Jr. is a financial advisor at Creative Planning with 21 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Water Oak Advisors LLC. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Ian Crangle is a financial advisor at Creative Planning with nine years of industry experience. His prior roles include positions at Ameriprise, Voya Investment Management, and E*Trade Securities. He holds Series 63 and Series 66 designations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tailored allocations and private market exposure.