Justin Bogardus is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes roles at Chipotle, Atlas Private Wealth Management, LLC, and The AYCO Company, L.P. Outside of his advisory work, he holds a position as a crew member stocking at HyVee in Overland Park, KS. 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 for long-term goals, supplemented by selective private market exposure and other specialized strategies.

Jerrod Pearce is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He is based in Overland Park, KS, and has worked exclusively with Creative Planning and its affiliated entities throughout his career. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Samuel Scott is a CFP® professional with 24 years of experience in the financial advisory industry. He has worked at Creative Planning since 2020 and previously spent 18 years at Sunrise Advisors. He is based in Overland Park, KS, and holds a Series 65 license. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Zachary Tyson is a CFP® with eight years of industry experience, currently serving as an advisor at Creative Planning. He previously worked at Gwfs Equities, Inc. and has been with Creative Planning since 2021. 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 for long-term goals, supplemented by tax-loss harvesting and selective private market exposure, managing approximately $295.6 billion in client assets.

Nancy Thomsen is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Creative Planning since 2016 and is based in Overland Park, KS. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional approaches such as direct indexing and tax-loss harvesting.

Darren Osbahr is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Creative Planning since 2013. 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 specialized approaches such as direct indexing and tax-loss harvesting.

Emily Watson is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities LLC, BOK Financial, and Commerce Bank. 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 incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market investments.

Nicholas Zelie is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group and Discovery Land Company. Zelie is the owner of EZF, LLC, an alternative investment vehicle based in Prairie Village, KS. 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 combines low-cost indexing and buy-and-hold strategies with access to private market investments.

Derrick Williams is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He currently works at Creative Planning and has previously held roles at U.S. Bancorp Investments, Morgan Stanley, and other firms. His background also includes ownership and management experience with Jayhawk Cafe. 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.

Ai Shi is a financial advisor at Creative Planning with a Series 65 designation. Shi’s professional background includes roles at Shamrock Trading Corporation and in education at Blue Valley School District and Lincoln College Preparatory Academy. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

George Schneck is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at CBiz, Kansas State University, Prime Capital Financial, and Best Buy. 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 tailored strategies, supported by affiliated legal, accounting, and trust services.

Zachary Baird is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ivy Distributors, Inc. and Waddell & Reed, 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 process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Nicole Dahmer is a financial advisor at Creative Planning with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. from 2019 to 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan fiduciary services.

Nicholas Reddin is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior work includes roles at Myers and Stauffer LC and Kansas 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 client assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Autum Moore is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, INVEST Financial Corporation, and The Central Trust Bank. 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, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mitchell Fisher is a CFP®-certified financial advisor with five years of industry experience, currently working at Creative Planning in Overland Park, KS. His prior roles include positions at FCI Advisors and Brookridge Golf & Fitness, along with other various work experiences. 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 focusing on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and private market investments.

Shari Mount is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2024, she worked at Empower Financial Services, National Advisors Trust, and American Century Investment Services. Outside of her advisory role, she is involved in managing rental properties and operates a business entity related to short-term rentals. Creative Planning provides investment advisory and financial planning services to 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 additional portfolio management techniques and a broad suite of retirement plan services.

Lee Richardson Jr. is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at the Securities Exchange Commission for five years before joining Creative Planning in 2020. 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, employs a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, and offers a range of supplemental portfolio management services alongside affiliated legal, trust, and retirement plan recordkeeping businesses.

David Hokanson Jr. is a financial advisor at Creative Planning with 24 years of industry experience. He holds a Series 63 designation and has been with Creative Planning since 1997. Outside of his advisory role, he manages two real estate property companies in Overland Park, Kansas. Creative Planning serves a broad client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Carolyn Frager is a financial advisor at Creative Planning with 13 years of industry experience. She holds the Series 66 designation and 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 advanced techniques such as direct indexing and tax-loss harvesting.