Benjamin Martinez is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Blue Hills Country Club for two years and was a full-time student for several years. 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 utilizes a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Scott Stanfield is a CFP® professional at Creative Planning with 25 years of industry experience. He has worked at Creative Planning since 2017 and previously held positions at GreenLeaf Financial Network, LLC and Private Client Services, LLC. 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, alongside selective private market exposure and tax-efficient investing techniques.

Brett Penne is a CFP® and Series 65-licensed financial advisor at Creative Planning with four years of industry experience. He has worked at Creative Planning since 2021 and previously held positions at SS&C Technologies, State Street Corporation, Goodwill of Western Missouri & Eastern Kansas, and the University of Central Missouri. 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, supported by access to private market investments and multiple specialized service affiliates.

Tyler Higgins is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Creative Planning since 2021. Prior to his advisory career, his work history includes roles at SS&C Technologies, Bass Pro Shops, and Academy Sports + Outdoors. 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, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Sydney Bohlinger is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Creative Planning and has previously held roles at Investment Center Advisor Group, Live Action, Bank of Colorado, and the University of Wyoming Athletic Department. 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 emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jason Maddox is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, bringing one year of industry experience. His prior roles include positions at Girard Capital Management and TD Ameritrade, as well as experience outside the financial sector at Domino's. Creative Planning serves a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental investment options and comprehensive retirement plan services.

Casey Jensen is a Certified Financial Planner® with 12 years of industry experience. He has worked at Creative Planning since 2019 and previously held multiple roles at Northwestern Mutual from 2012 to 2019. 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 approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market investments.

Bobby Oppenheim is a financial advisor at Creative Planning with a Series 65 credential and one year of experience at the firm. His prior work includes a year at Legacy Financial Strategies and four years at the University of Kansas. Outside of finance, he has spent six years affiliated with Shadow Glen Golf Club. 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 exposure.

Richard Harper is a Series 65 credentialed advisor at Creative Planning with 12 years of industry experience. He has been with Creative Planning since 2012. 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 that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and tax-efficient techniques.

Joseph Cummings is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to this, he worked at TIAA and Tiaa from 2012 to 2018. He is a member of the Executive Committee for the Children’s Mercy Planned Giving Council in 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Sean Smith is a CFP® and holds a Series 65 license with 12 years of experience in the financial industry, all of which have been spent at Creative Planning. He is based 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 and ultra-affluent individuals, pension plans, trusts, foundations, and corporations. The firm utilizes 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 investments and tax-efficient strategies.

Robert Myers Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he spent 21 years at American Century Investment Services, Inc. from 1996 to 2017. 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 broad range of supplemental portfolio management techniques and affiliated non-investment businesses such as an affiliated law firm and trust company.

Nicholas Burchstead is a Series 65-credentialed financial advisor with nine years of industry experience. He has worked at Creative Planning since 2018 and previously spent two years at Waddell & Reed. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, 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, alongside selective private market exposure and tax-efficient strategies.

Taylor Hindes is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held positions at CGN Advisors, Linscomb Wealth, and UMB Bank, among others. He has also worked in various roles outside finance, including at Tallgrass Tap House and Kansas State University. 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 process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and fundamental equity sleeves, supported by a large advisory team and centralized investment infrastructure.

Kaylynn Watts is a CFP® professional with 15 years of industry experience, currently serving at Creative Planning since 2012. She holds Series 63 and Series 66 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 employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Kyle Mack is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021, following roles at Ivy Distributors, 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 investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various portfolio management techniques and access to private market investments.

Zachary Kellner is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2024. Prior to this, he was with Equitable Advisors and has experience in education and other sectors. Creative Planning provides investment advisory and financial planning services to a broad 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Cole Tripp is a Series 65-licensed financial advisor with nine years of industry experience, currently working at Creative Planning since 2018. Prior to that, he was with Waddell & Reed for two years. Outside of his advisory role, he works part-time as a driver for Uber and Lyft in Kansas City, Missouri. 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 integrates low-cost indexing and buy-and-hold strategies with selective private market exposure.

Shane Martin is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at RSG Investments LLC, Central Bank, Movement Mortgage, and Arvest Bank. Outside of his advisory work, he manages multiple investment property LLCs in partnership with others. Creative Planning provides comprehensive 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Isaac Swick is a financial advisor at Creative Planning with a Series 65 designation and experience dating back to 2016. Prior to joining Creative Planning in 2023, he worked at BerganKDV LLC, HSMC Orizon LLC, and operated Swick Consulting. 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, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.