Grant Minick is a CFP® and Series 65-registered advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience, all spent with Creative Planning since 2016. 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, supported by institutional and retirement plan services, private market investments, and multiple affiliated legal and accounting resources.

Michael Glenn 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, he held various roles at Northwestern Mutual, including positions in wealth management and investment management from 2013 to 2019. 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, supported by a large advisory team and centralized investment infrastructure.

Andrew Keating is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, having four years of industry experience. His prior professional background includes roles in real estate with firms such as Platinum Realty and Realty One Group. Outside of his advisory work, he is involved as a real estate agent with Platinum Realty. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

James Battmer is a financial advisor with Creative Planning, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Triad Advisors, and Bukaty Companies Wealth Management. 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 favors low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Madison Stevens is a CFP® and Series 65 credentialed advisor with two years of industry experience. She currently works at Creative Planning, LLC and has previously held roles at the University of Kansas, Enjinstarter, Adient, Goppert State Service Bank, and Anderson County Jr/Sr High School. 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 private market exposure, with additional services through affiliated legal, accounting, and trust entities.

Alan Mcfann is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Creative Planning since 2017 and previously held roles at UMB Distribution Services, LLC, and Scout Investments, Inc. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Gregory Trainor is a Series 66 licensed advisor at Creative Planning with 12 years of industry experience. He has worked at Creative Planning since 2014 and previously held roles at Invest Financial Corporation and Lawing Financial Inc. 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.

Tyler Maddox is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Creative Planning since 2017, following two years at American Century Investment Services, Inc. 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, buy-and-hold strategies, and selective private market exposure while also offering institutional services and access to various non-investment affiliates.

Earnest Harris Jr. is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Institutional Investments Inc., J.P. Morgan Retirement Plan Services LLC, and Gwfs Equities, Inc. Outside of advisory work, he owns and operates a car rental business on the Turo platform. 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 large advisory team and centralized investment infrastructure.

Daniel Shay is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2026. Prior to that, he spent nine years at Stepp & Rothwell, Inc. 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 uses a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, and manages approximately $295.6 billion in client assets across more than 1,100 advisors.

Natalie Kurland is a financial advisor at Creative Planning with a Series 65 credential. She has one year of industry experience, including prior roles at Voya Financial, Charles Schwab, and Palmer Square Capital Management. Outside of finance, she has experience working in the food service industry and has been involved with educational organizations. 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, buy-and-hold strategies, and selective private market exposure.

Ryan Gress is a CFP® and holds a Series 66 license with seven years of industry experience. He currently serves as a financial advisor at Creative Planning, LLC, having joined in 2022. Prior to this, he worked at Copper Financial Network LLC and held various roles in the financial services sector. Outside of his advisory work, he is a part owner of CERULEAN KC, LLC, a mobile event space in Kansas City. 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 emphasizing 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.

Margaret Haake is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. She previously worked at RBC Capital Markets and Lockton Companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Samuel Romersberger is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently an advisor at Creative Planning, LLC, where he has worked since 2022. Prior to this, he was with Fidelity Security Life Insurance and Vantage Investment Partners. Outside of his advisory role, Romersberger serves as treasurer for a family farming business in Goodfield, Illinois. 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 large advisory team and centralized investment infrastructure.

Jonathan Barton is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 credential and has worked in various roles including positions at Empire Enterprise and The Swap Club, as well as teaching roles at several educational institutions. 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 focused on low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and various retirement plan services.

Jessica Stephan Lebar is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Lockton Companies and affiliated firms from 1999 to 2021 before joining Creative Planning in 2021. Outside of advising, she is the owner of an Airbnb property in Frisco, Colorado. 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 includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Susan Wickoren is a CFP® and Series 65–licensed advisor at Creative Planning with four years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at KCPT - 90.9 The Bridge and FCI Advisors. Outside of her advisory work, she serves as President on the Board of Directors for Day Care Connection in Lenexa, KS. 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 includes low-cost indexing, tax-loss harvesting, and private market investments, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Joseph Healey is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Bank Midwest for six years before joining Creative Planning in 2021. Creative Planning offers a broad range of investment advisory and financial planning services to 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 large advisory team and a centralized investment infrastructure, managing approximately $217 billion in client assets.

Ian Middendorf is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held positions at various organizations including Paramount Parking, Conagra, and The Federal Reserve Bank of Kansas City. 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 incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Scott Buffa Jr. is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he spent nine years at Life Strategies Analytics. 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, supplemented by tax-loss harvesting, direct indexing, and other portfolio management techniques, supported by a large advisory team and centralized investment infrastructure.