Ted Emmet Krause is a CFP® and holds a Series 65 license with 11 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 manages around $217 billion in assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies such as direct indexing and tax-loss harvesting. Creative Planning also offers a broad range of retirement plan services and operates affiliated non-investment businesses, including a law firm, trust company, and recordkeeping business.

Kaleb Langsdorf is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 credential and has worked previously at State Farm Insurance, Auxilion, Pioneer Industrial Corporation, and the University of Missouri. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jordan Canupp is a CFP® professional with six years of industry experience. He has been with Creative Planning since 2018 and previously worked at Commerce Trust Company from 2016 to 2018. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and individualized equity and bond management.

Michael Patton is a financial advisor at Creative Planning with 18 years of industry experience. He holds a Series 66 designation and previously worked for Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2009 to 2021. 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 for long-term goals, along with a variety of passive and active strategies tailored to client needs.

Skyler Ray is a CFP® with over three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he held roles at PFS Investments Inc. and Primerica Financial Services. He has also been involved in educational and recreational organizations including the University of Missouri-Kansas City, Hallbrook Country Club, and Nicklaus Golf Club at Lionsgate. 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 for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Tanner Strathman is a financial advisor at Creative Planning with 10 years of industry experience. He holds a Series 65 designation and has been with Creative Planning since 2015. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Sharon Greenfield is a CFP® professional with over 25 years of experience in the financial industry. She has worked at Creative Planning since 2019 and previously held roles at Ivy Funds Distributor, Inc. and Waddell & Reed, 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, trusts, and corporations. The firm employs a financial-planning-led approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and various institutional services.

Kelli Rawley is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Waddell & Reed, Inc. and Pulse Systems, Inc. Outside of her advisory work, she is the owner of KJR Financial, LLC, a real estate investment business. Creative Planning provides wealth management and financial planning 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, tax-loss harvesting, and selective private market exposure.

Michael Latinis is a CFP® with 11 years of industry experience and has been with Creative Planning since 2014. He also operates Latinis Consulting LLC, a family business consulting venture that assists with bill paying for a physician practice. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets through a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques. The firm distinguishes itself with affiliated non-investment businesses, including legal and trust services, and maintains private equity investments that contribute to a vertically integrated approach.

Christopher Remmich is a CFP® professional with Creative Planning in Olathe, KS. He joined the firm in 2022 after eight years with Garden City Public Schools USD 457. 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 approach featuring low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques.

Halle Holmes is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Creative Planning since 2021 and previously held roles at KPMG, Terry M Garrett, 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, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Todd Ericson is a CFP® and ChFC® with 13 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2022, following a seven-year tenure at Stepp & Rothwell, Inc. Ericson serves as a board member of the Financial Planning Association of Greater Kansas City. 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.

Ryan Dryer is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds a Series 65 license 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 client assets and offers 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.

Matthew Miller is a financial advisor with Creative Planning holding a Series 65 credential and has been in the industry since 2023. His prior experience includes roles at Commerce Trust, Kansas State University Foundation, and Academy Sports + Outdoors. He also has a background in education and recreation in the Blue Valley School District and Blue Valley Recreation. 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 while maintaining fiduciary responsibilities for retirement accounts.

Eric Medlock is a CFP® and holds a Series 65 license with over three years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he held roles at HNTB, Kirk's Fly Shop, the University of Kansas, and Pembroke Hill 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and customized portfolio management.

Dalton Engle is a CFP® professional with three years of industry experience, currently serving at Creative Planning. His prior roles include positions at Independent Financial Group, Urban Holdings, and The Vanguard Group. Engle has also worked as a peer mentor and was involved with K-State Athletics during his earlier career. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Robert Mccarthy is a CFP® and holds a Series 63 license, with 17 years of experience in financial advisory. He has been with Creative Planning in Overland Park, KS since 2009. 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 offers a financial planning–led investment process focused on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Joshua Noland is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, LYFT, UBER, and Tamko Building Products. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an estate law firm and trust company.

Connor Stremel is a CFP® and Series 66-registered advisor with nine years of industry experience. He has worked at Creative Planning since 2023, and previously held roles at Pegasus Capital Management, HighTower Securities, and Williams Education Fund. Creative Planning provides 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, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Megan Carr is a Series 65-licensed advisor at Creative Planning with one year of industry experience. Her prior roles include positions at American Century Investments, American Eagle Outfitters, and Jones Advisory Group. She has also been involved with the Topeka Country Club and Hazel Hill Chocolate. 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, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and a variety of tailored portfolio management options.