Corey Holliman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses 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 offers a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Guilherme Silva Dos Santos is a financial advisor at Creative Planning with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America N.A. Outside of advising, he works part-time as a delivery driver for Amazon Flex. Creative Planning offers investment advisory and financial planning services to a diverse client base, utilizing a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Caleb Hendrixson is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, he worked for five years at Lewisville Independent School District. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach centered on 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.

Daniel Schmitz is a CFP® and Series 65-registered advisor with Creative Planning, where he has worked since 2018. He has seven years of industry experience and has also been involved with local parishes in Overland Park, KS. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques, and offers a range of retirement plan fiduciary and recordkeeping services.

Jordan Chapman is a financial advisor with Creative Planning in Overland Park, KS, holding a Series 65 designation and one year of industry experience. Prior to joining Creative Planning in 2025, he worked at PNC Bank for six 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, 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, supported by a range of portfolio management options and affiliated legal, accounting, and trust services.

Connor Hanrahan is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and previously worked at Lockton and in educational roles at the University of Kansas, University of Central Missouri, Saint Thomas Aquinas High School, and Ascension Catholic School. 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 manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals.

Andrew Seitz is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. Before joining Creative Planning in 2023, he worked at Deloitte Consulting, LLP from 2021 to 2023 and held positions at Active Motif 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, 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 while managing over $295 billion in client assets.

Kevin Tietz is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. Prior to joining Creative Planning, he worked at Pursch Kaplan and Sterling and Edmonds Duncan Registered Investment Advisors, and he spent eight years with Young Life. 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 large advisory team and integrated investment infrastructure.

Jessica Culpepper is a financial advisor at Creative Planning with 15 years of industry experience. She has been with Creative Planning since 2009, holding roles across the firm and its affiliated entities. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

John Faulkenberry is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to joining Creative Planning, he worked at American Century Investment Services Inc. for one year. 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 large advisory team and centralized investment infrastructure.

Daniel Toy is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Waddell & Reed. In addition to his advisory work, he is the owner of Elements Acupuncture & Chinese Medicine, a health services and products clinic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, trusts, and foundations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Katherine Koenig is a Series 65 credentialed advisor at Creative Planning with one year of industry experience. Prior to joining Creative Planning, she held various roles primarily in the hospitality and service sectors while completing her studies at the University of Missouri. 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 centered on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Daniel Lobb is a financial advisor at Creative Planning with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Creative Planning since 2014. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting. The firm also offers a range of affiliated non-investment businesses, including legal, trust, and recordkeeping services, along with private-market investment opportunities.

Jonae Daniels is a Series 65-licensed financial advisor with Creative Planning, bringing three years of industry experience. Prior to joining Creative Planning, Daniels worked at OneDigital Investment Advisors and held roles with the City of Kansas City Missouri, UMB Bank, Kelly Services, and Academie Lafayette. Creative Planning provides wealth management and financial planning services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Carl Bever is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior work includes roles at Allstate Benefits, Broker Source, and positions at the University of Kansas and Johnson County Community College. 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 that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Molly Rothove is a CFP® and Series 66-registered financial advisor with Creative Planning, where she has worked since 2003. She has 21 years of industry experience 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 employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and a range of retirement plan fiduciary services.

Katelyn Silcox is a Series 65 licensed advisor at Creative Planning with one year of industry experience. Her prior roles include positions at CGN Advisors and Powercat Financial at Kansas State University. She completed full-time education at Kansas State University from 2022 to 2025. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Michael Segalo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked at TIAA-CREF from 2014 to 2021. He is listed as a distributor for a home-based essential oils business run by his spouse, though he is not an active participant. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, 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.

Sarah Ayler is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2013. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages two non-investment related LLCs involved in real estate rental properties. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, offering comprehensive 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 a broad array of affiliated non-investment businesses including legal, trust, and retirement plan recordkeeping services.

Stacia Miller is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ivy Distributors, Inc. and Waddell & Reed, Inc. before joining Creative Planning in 2021. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches.