Dimetrois Kostarelos is a financial advisor at Creative Planning with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Wells Fargo Advisors and multiple Lockton entities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Scot Roche is a financial advisor at Creative Planning with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisor, LLC and Hewins Financial Advisors, LLC. He oversees the wind down of Wipfli Financial Advisors as a principal on a limited basis. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.