Peter Speros is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked for 18 years at Sullivan, Bruyette, Speros & Blayney. 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 includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Douglas Morris is a financial advisor at Creative Planning with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Lockton Investment Advisors from 2008 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by targeted active management and private market exposure.

Anthony Dibrino is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds the Series 66 designation and is based in Naples, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active management techniques and private market opportunities.

Ozro Brown is a CFP® professional with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, and has prior experience at CTB Financial Services, Ltd. He is also the majority shareholder and managing partner of Caldwell, Taylor and Brown, Ltd., a traditional CPA firm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses such as a law firm and trust company.