Gregory Lott is a financial advisor with Creative Planning, holding a Series 66 designation and 13 years of industry experience. He has been 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 with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Corey Mc Cready is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning in 2025, he worked in various roles including a position at Textron Aviation and teaching roles at Kansas State University and Oxford Middle School. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, institutions, 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, managing approximately $295.6 billion in client assets through a large network of advisors and affiliated service entities.

Troy Kuhn is a CFP® professional with over 21 years of experience in the financial services industry. He has been with Creative Planning since 2017 and previously worked at Harvest Advisors, LLC and Gradient Securities, LLC. 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, supplemented by various specialized approaches and comprehensive retirement plan services.

Steven Pugh is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Creative Planning and previously worked at Edward Jones and American Century Investment Services 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 manages approximately $217 billion in assets and emphasizes a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as tax-loss harvesting and direct indexing.

Tyler Fortney is a financial advisor with Creative Planning, holding a Series 66 designation and 11 years of industry experience. He has worked at Creative Planning since 2018 and previously at Scottrade, Inc. from 2016 to 2018. 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 combined with selective private market exposure.

Ryan Klaus is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 credential and has worked previously at Waddell & Reed, Inc., among other roles. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, 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, supported by supplemental approaches and a broad suite of retirement plan services.

Sabrina Saxer is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where she has worked since 2022. She has four years of industry experience and previously spent 23 years at Ivy Investment Management Company. 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 alongside selective private market exposure.

Daniel Mathews is a CFP® and Series 63 credentialed advisor at Creative Planning with 18 years of industry experience. He has been with Creative Planning since 2014. 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 direct indexing, tax-loss harvesting, and other tactical approaches.

Brett Manahan is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. He has worked at Creative Planning since 2020 and previously held positions at The University of Kansas School of Business, University of Kansas, The Bromley Companies, and Maize USD 266. 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 advanced indexing and tax management techniques.

Peter Zobel is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to that, he worked at Moneta Group Investment Advisors LLC from 2016 to 2020. He is a board member and finance committee member of the Johnson County Library Foundation, a nonprofit organization. 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.

Kevin Shea is a CFA® charterholder with seven years of industry experience. He has worked at Creative Planning since 2017 and previously at Waddell & Reed Financial, Inc. from 2014 to 2017. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Christopher Weeks is a Series 66-licensed financial advisor at Creative Planning with 14 years of industry experience. He 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 process emphasizing low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Benjamin Mulligan is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Century Investments and Empower Retirement prior to joining Creative Planning in 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 assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Christy Nichols is a CFP® professional with seven years of industry experience, currently advising clients at Creative Planning since 2019. She previously worked at US Bank from 2012 to 2019. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including 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, along with a range of additional portfolio management services and affiliated legal, accounting, and trust resources.

Colin Christo is a financial advisor at Creative Planning with one year of industry experience. He previously worked at Renaissance Financial and has a background that includes roles at the University of Kansas and Mount Michael Benedictine High School. He holds a Series 65 designation. 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 with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Michael Harvey is a CFP® and holds a Series 65 license, with 19 years of experience in the financial advisory industry. He has been with Creative Planning since 2014. 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, supplemented by additional portfolio management techniques and a range of retirement plan services.

Christopher Scavuzzo is a CFP® professional currently with Creative Planning and has been in the industry since 2023. He previously worked at Great Plains Trust Co., Uhy, LLP, Deloitte & Touche, LLP, Benedictine College, and Skyview Academy. 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, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Aubrianna Peck is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Mid American Wealth Advisory Group and Stepp & Rothwell, Inc. Outside of finance, she owns Willow & Wildflowers Boutique, a custom apparel and home decor business. Creative Planning is an enterprise firm managing approximately $217 billion in client assets. It serves a diverse client base with a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and comprehensive retirement plan services.

Elizabeth Horton is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Her professional background includes positions at M3Sixty Administration LLC and academic roles at the University of Missouri - Kansas City and Kansas State University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and other tailored investment strategies.

Sylvester Byrd III is a CFP®-certified financial advisor at Creative Planning with nine years of industry experience. He previously worked at American Century Investment Services, Inc. for eight years and has experience in mortgage lending as well as roles outside finance, including positions at Harpo's and Signature Events. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical allocations and private market exposure.