Cole Baker is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2022. Prior to joining Creative Planning, he was employed at KPMG, LLP for one year. Outside of his advisory role, Baker is a licensed real estate agent and also works as a tax preparer. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers a range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Peter Zhang is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes positions at Shamrock Trading Corporation, UMKC, and Olathe East High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including 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 objectives, supplemented by tailored tax and private market investment options.

Kyle Wheeler is a CFP® professional at Creative Planning with three years of industry experience. He has been with Creative Planning since 2018 and previously held positions in various other fields including retail and university employment. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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 while incorporating tax-loss harvesting, direct indexing, and selective private market exposure.

Wendy Crowell is a CFP® and Series 65-licensed advisor with Creative Planning, where she has worked since 2018. She has six years of industry experience, including prior roles at Apex Systems and Crowell Business Group, Inc. Outside of financial advising, she is an independent contractor involved in Amway sales. Creative Planning serves a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental investment options and a range of retirement plan fiduciary services.

Aaron Kriebel is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Creative Planning since 2018 and previously spent two years at SII. 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 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.

Aidan Hamaker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He is also the owner of Field Blend, a small business selling interior decorative products via Amazon. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by private market investments and various specialized portfolio management services.

Abeaku Jackson Kuofie is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Creative Planning since 2021 and previously spent nine years at PNC Bank. 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 client assets and employs a financial planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Adam Schlittler is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Commerce Trust and Veterans United Home Loans. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.

Ryan Lindsay is a CFP® and Series 65-licensed advisor at Creative Planning with five years of industry experience. He previously worked at Willis Towers Watson and has experience in academic and seminary settings. 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 incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Jay Beebe is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2013. Based in Overland Park, KS, he holds the Series 66 designation and has focused his career at Creative Planning. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and centralized infrastructure.

Alexander Spence is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Arkansas, PepsiCo, O'Reilly Auto Parts, and several country clubs. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including 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, complemented by various tax-efficient and private market investment options.

Aidan Siefkes is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning, he held roles at Olathe Ford Commercial, Scheffield Tree Service, Fry Wagner, and other organizations. 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 and buy-and-hold strategies, supplemented by passive short-term allocations, tax-loss harvesting, and selective private market exposure.

Haley Elder is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at George K. Baum & Company for 11 years. Outside of her advisory role, she has experience working at St. Andrews Golf Course. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio techniques.

Jake Taylor is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior work includes roles at Bell Management, Pittsburg State University, Walmart, and Joplin High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, managing approximately $295.6 billion in client assets through a network of over 1,100 advisors.

Jack Pine is a Series 65 licensed financial advisor at Creative Planning with three years of industry experience. His background includes roles outside of finance, such as positions at B&R Environmental, Iron Horse Golf Course, and the University Daily Kansan. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and extensive investment infrastructure.

Donald Recker is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2008. 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 client assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Christopher Nelson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of his advisory role, Nelson is involved in real estate through ownership and management of multiple rental properties via an LLC. Creative Planning is an enterprise firm that 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated legal, trust, and recordkeeping services.

Mark Vater is a CFP®-certified financial advisor at Creative Planning with 11 years of industry experience. He has been with Creative Planning since 2015. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, 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.

Adam Cole is a CFP® professional with one year of industry experience, currently advising at Creative Planning. His prior roles include positions at Freedom Hoops and Austin Nichols Technical Search, as well as work at Wichita State University. Creative Planning offers 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 utilizes a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Brayden Harden is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. His prior roles include positions at Modern Wealth Management, Reinert Wealth Management, and Capitol Federal Savings Bank. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.