Vanessa Yaghmour is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Creative Planning since 2021, with prior roles at Sonic, Scooter's Coffee, The Impeccable Pig, University of Central Florida, and Pittsburg High School. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base that includes 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, supplemented by various specialized portfolio management techniques, and offers a broad range of affiliated legal, trust, and retirement plan services.

Travis Knight is a CFP® and holds a Series 65 license, with 22 years of experience in the financial industry. He has worked at Creative Planning since 2019 and previously spent 14 years with BKD Wealth Advisors, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on 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.

Ethan Moore is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes positions at Chick-fil-A, Saint Luke's East Hospital, and he has operated Moore Mowing Co. since 2014. 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 and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and private market investments.

Collin Sechrist is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 65 designation and has previously worked at Ivy Distributors, Waddell & Reed, and Union Bank & Trust Company. In addition to his advisory role, Sechrist serves as a Brigade Paralegal in the United States Army Reserve and co-owns an event bartending business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing assets of approximately $295.6 billion across more than 1,100 advisors.

Ashif Siddique is a financial advisor at Creative Planning with two years of industry experience. He previously worked at OneDigital Investment Advisors LLC for three years. Outside of advisory work, he is a silent partner in SID Properties LLC, a multifamily residential rental business. Creative Planning provides investment advisory and financial planning services to 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.

Carmen Alvarado is a financial advisor at Creative Planning with eight years of industry experience. Prior to joining Creative Planning, she worked at Gwfs Equities, Inc. for seven years. She holds Series 63 and Series 65 designations. 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Claire Stradinger is a CFP® and Series 65 credentialed advisor at Creative Planning with six years of experience at the firm. She also has prior experience with Creative Planning Benefits and served at the University of Kansas for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, 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 various active and passive techniques, managing approximately $295.6 billion in client assets.

Timothy Sutton is a CFP® certificant and holds Series 63 and Series 66 licenses, with 24 years of experience in the financial industry. He has been with Creative Planning since 2011 and also has a long tenure at Charles Schwab and Charles Schwab & Co., Inc., spanning over two decades. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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, supplemented by private market exposure and tax-loss harvesting, while managing approximately $295.6 billion in client assets.

William Carroll is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. His prior work includes roles at Manhattan Running Company, Country Club Bank, and Kansas State University. Creative Planning provides wealth management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Brian Lester is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at USAA in various investment and financial planning roles from 2005 to 2018. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.

Patrick Grindinger is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2015. 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 client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Lauren Bauer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, she worked at Triad Financial Advisors, Inc. from 2015 to 2019. 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 emphasizes a financial planning-led investment approach with a range of strategies and affiliated non-investment businesses such as an estate law firm, trust company, and retirement plan recordkeeping services.

Storm Davidson 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 Shamrock Trading Corporation and held various roles spanning trading, education, and real estate. 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 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 a broad range of retirement plan services.

Alexander Allen is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has been with Creative Planning since 2018, including his current role since 2019. Prior to his advisory career, he was a full-time student and briefly worked at Pittsburg State University. 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 various tactical investment options.

William Hess is a CFP® and Series 65-registered advisor with Creative Planning, LLC, bringing two years of industry experience. His prior work includes roles at MarksNelson, Deloitte, and RSM, as well as experience at Benedictine College and involvement with Midwest Sports Productions. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional services and operating affiliated legal and accounting entities.

Ethan Burnett is a financial advisor with Creative Planning in Overland Park, KS. He holds a Series 65 designation and joined the firm in 2026. Prior to his current role, he gained experience at Forvis Mazars and held various positions while completing his education. Creative Planning offers 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 and buy-and-hold strategies supported by supplemental investments and sub-advisory arrangements.

Milo Mc Farland is a CFP® licensed advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he held various roles including positions at Purdue University, Spirit Aerosystems, and Flint Hills National Golf Club. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-loss harvesting.

Jessica Stegman is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with one year of industry experience. Her prior experience includes positions at Academy Bank, Country Club Bank, and North American Savings Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent 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, supplemented by tax-loss harvesting, individually managed portfolios, and selective private market investments.

Peter Mallouk is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 1998, with a one-year tenure at Nextedge, LLC. Outside of advisory work, he is an attorney and majority owner of a law firm providing estate and legal services, and holds minority ownership interests in professional baseball and soccer clubs. 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 emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio options and integrated retirement plan services.

Dustin Landau is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2018. Prior to that, he was employed at Sprint Corporation from 2015 to 2018. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.