Robert Bloom is a financial advisor at Creative Planning with a Series 65 credential. He has been with Creative Planning since 2025 and has prior experience at Worldwide Express, Kansas State University, Southwest National Bank, and the YMCA. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and selective private market exposure.

Connor Gellender is a financial advisor at Creative Planning with a Series 65 designation and no prior industry experience. Before joining Creative Planning, he worked in academic roles at several universities and operated Tad's Shaved Ice for ten years. 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 while offering access to private market investments and managed account services.

Samuel Snyder is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and American Century Investments. Outside of advising, he serves as a chain gang assistant referee for Washburn football games. 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market investments.

Madison Ring is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning, Ring worked at UnitedHealth Group’s Optum Rx and Temp-Con Inc., and held roles at Rockhurst University and Young Harris College. 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 with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Melissa Daigle is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include five years at Wise Wealth, LLC and two decades at American Century Investments. 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 process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and supports clients through a large advisory team and integrated investment infrastructure.

Craig Seiler is a financial advisor with Creative Planning, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Fidelity Group LLC since 2003 and is also a partner and producer in an insurance business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Dylan Aldrich is a financial advisor with Creative Planning in Overland Park, KS, holding Series 65 and Series 66 licenses and having nine years of industry experience. Prior to joining Creative Planning in 2017, he worked at American Century Investment Services, Inc. from 2011 to 2017 and briefly at Equitable Advisors in 2011. 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 and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Jacob Waldenmeyer is a CFP® with nine years of industry experience currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Charles Schwab Bank and GFP Private Wealth. 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 as well as institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jonathan Slabaugh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior experience includes roles at State Street Corporation and Assurity Life Insurance Company. Outside of finance, he has worked in the hospitality industry. 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, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Hannah Knoll is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. She has been with the firm since 2014 and has prior work experience at Crate and Barrel. Outside of her advisory role, she occasionally assists with woodworking projects related to her spouse's companies, DRVO, LLC and Fraxinus LLC. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals and institutional plans. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of advisory and administrative services.

Bradley Ray is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Creative Planning since 2018 and worked previously at Commerce Bank and the University of Missouri - Kansas City. Outside of financial advising, he is an owner of Mo Tasty Brands, LLC, a company that sells seasonings. 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 with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Andrew Shearer is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2012. Outside of advisory work, he is a one-third owner of 2 Dogs Land LLC, a farm land investment entity. 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 with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Colton Fee is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at PricewaterhouseCoopers, Fee Insurance Group, and the University of Kansas. 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.

Jacob Gadwood is a CFP® professional with eight years of industry experience, currently advising at Creative Planning since 2021. Prior to joining Creative Planning, he worked at Lockton Financial Advisors and Lockton Companies from 2017 to 2021. Outside of his advisory role, Gadwood serves as CFO for real estate-related businesses, managing finances and acquisition analysis. 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 process with low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers a range of affiliated non-investment businesses including legal, trust, and retirement plan recordkeeping services.

William Falk is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2017, following three years at Gwfs Equities, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad range of clients, 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 various specialized investment and advisory services.

David Perky is a Certified Financial Planner (CFP®) with 15 years of experience in the financial services industry. He is currently with Creative Planning and previously worked at Honkamp Krueger Financial Services Inc. Additionally, he is a partner at TPP CPA LLC, where he focuses on tax compliance, tax planning, and general business consultations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, employing a financial planning–led investment approach supported by a large advisory team and centralized investment infrastructure.

Lisa Pamperin is a financial advisor at Creative Planning with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BMO Harris Bank, City Union Mission of Kansas City, J.P. Morgan Institutional Investments Inc., and Chase Investment Services Corp. 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.

David Shropshire IV is a Series 65-licensed financial advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience 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 approach that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad range of affiliated non-investment businesses.

Zachary Lyman is a CFP® professional with eight years of industry experience, currently serving at Creative Planning since 2017. Prior to joining Creative Planning, he worked at KPMG from 2015 to 2017. 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 supplemented by tax-loss harvesting, direct indexing, and private market exposure, managing approximately $295.6 billion in client assets.

Jonathan Knapp is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where he has worked since 2014. He has 12 years of industry experience. 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 follows a financial-planning-led investment approach that includes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.