Mark Doman is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 credential and has been with Creative Planning since 2021, also operating The Doman Group since 2011. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Andrew Sasso is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to this, he worked at J.P. Morgan Securities and Jpmorgan Chase Bank. Outside of his advisory role, he is a co-owner of Sasso Capital, LLC, a real estate business based in Brooklyn, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, 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 large advisory team and centralized investment infrastructure.

Justin Dodge is a Series 65-licensed financial advisor with Creative Planning in New York, NY, bringing three years of industry experience. His prior roles include positions at The Doman Group and Columbia University. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses and private market investment capabilities.

David Lynch Jr. is a CFA® charterholder with eight years of industry experience. He is currently with Creative Planning and has prior experience at Suntrust Advisory Services Inc., Suntrust Bank, and J.P. Morgan. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth 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 selective private market exposure and tax-efficient techniques.

Sean Hanley is a CFP® with 16 years of experience in the financial services industry. He is currently with Creative Planning and has previously worked at LPL Financial, Flagstar Bank, Charles Schwab, and TD Ameritrade. Creative Planning offers 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and integrated retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Alexander Juszczak is a Series 65-licensed financial advisor with Creative Planning in New York, NY, with four years of industry experience. Prior to joining Creative Planning in 2021, he worked at The Doman Group for four years and spent a year at Columbia University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure across its extensive network of advisors and offices.

Harrison Wirth is a Series 66 licensed financial advisor at Creative Planning with five years of industry experience. His prior roles include positions at Merrill, Wasserman, and Maxim Group LLC, as well as involvement with Columbia University and Franklin & Marshall College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.