Kyle Bernstein is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has worked previously at Edward Jones and State Farm Insurance. Bernstein also has experience with the University of Missouri from 2015 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, 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, complemented by private market investments and tax-loss harvesting, managing approximately $295.6 billion in client assets.

Aaron Mc Kenna is a financial advisor at Creative Planning with a Series 66 credential. He has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has worked at PricewaterhouseCoopers and GAM Fund Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies for long-term goals.

Carson Schram is a Series 65 licensed advisor at Creative Planning with seven years of industry experience. He has been with Creative Planning since 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth and ultra-affluent 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 for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.