Keaton Stramberg is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he held various roles including co-founding Lawrence Vending LLC, a business involved in selling consumables through vending machines. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals. The firm manages approximately $295.6 billion in assets and offers a range of services including discretionary portfolio management, institutional advisory, and access to private market investments.

Joseph Rost is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. His prior work includes four years at Hightower Securities and roles outside finance at Blue Valley Recreation Camp and Overland Park Golf Course. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to 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, along with selective private market exposure and other tailored investment solutions.

Mikayla Hogue is a CFP® and Series 65-licensed advisor at Creative Planning with two years of industry experience. She has held positions at CGN Advisors, Kansas State University, and Gibraltar Capital Management. Outside of finance, she has worked in the nutrition and hospitality sectors. Creative Planning is an enterprise firm managing approximately $217 billion in client assets. The firm serves a diverse client base with a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Angela Wilcox is a financial advisor at Creative Planning with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill for three years and Hallmark Cards for seven years. 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 that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure.

Jack Sullivan is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including positions at U.S. Engineering, You Move Me, and Spin! Pizza. He also has experience related to education and country club settings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to 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 for long-term goals, alongside a range of supplemental strategies and maintains several affiliated legal, accounting, and trust service entities.

Alexander Moore is a financial advisor at Creative Planning with a Series 66 designation and three years of industry experience. His prior roles include positions at Equitable Advisors and 88HEDGE. 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 emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio approaches and integrated retirement plan services.

James Hall V is a CFA® charterholder with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously spent five years with Lockton Investment Advisors and related Lockton entities. Outside of his advisory role, he is involved with Austin James LLC and occasionally travels to Cuba. 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 incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Jason Edmonds is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edmonds Duncan Registered Investment Advisors, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He is involved with a family LLC that holds private direct investments. 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 various tactical approaches, and offers a broad range of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Zachary Brummel is a financial advisor with Creative Planning, holding a Series 66 designation and 19 years of industry experience. He has worked at Creative Planning since 2017 and previously spent six years at Waddell & Reed Inc. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, 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 tactical approaches such as direct indexing and tax-loss harvesting.

Andrew Stiles is a CFP® and Series 65-licensed advisor with Creative Planning, bringing one year of industry experience. His prior roles include positions at Land Advisors Organization, Enterprise Bank & Trust, and Ottawa University. 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 emphasizing low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Nathanael Jones is a financial advisor with Creative Planning in Overland Park, KS, holding a Series 65 designation. He began his career at Creative Planning in 2026 and has prior experience in various roles including positions at C.H. Robinson, Hemel Electric LLC, and entrepreneurial ventures such as Agape Apparel LLC. 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 utilizes a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Caitlyn Neufeldt is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, she worked at Central Financial Services and has held various roles including positions at Angel Wings Learning Center and Scooter's Coffee Shop. 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, buy-and-hold strategies, and selective private market exposure.

Amy Goodwin is a financial advisor at Creative Planning with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Client One Securities, LLC and George K. Baum & Company. 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 incorporates low-cost indexing, buy-and-hold allocations, and supplemental strategies such as direct indexing and tax-loss harvesting.

Shane Hunt is a CFP® professional with three years of industry experience. He is currently with Creative Planning, where he has worked since 2022, following six years at Heartland Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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, supplemented by other tailored investment options.

Thomas Moreland is a financial advisor at Creative Planning with a Series 65 license and one year of industry experience. Prior to joining Creative Planning, he worked at Hooke & MacDonald and has experience in educational roles at the University of Kansas, Shawnee Mission East High School, and Indian Hills Middle School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm applies a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, along with access to private market investments and a range of institutional services.

Mark Henke is a CFP® with 17 years of experience in financial advisory, currently serving at Creative Planning since 2009. He holds Series 63 and Series 65 licenses and is based in Prairie Village, KS. Henke is also a trustee of the John J. Sullivan, Jr. Charitable Trust, a role he has held since 1997. 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 advanced portfolio techniques and a broad range of affiliated services.

Ross Copeland is a CFP® professional with seven years of experience in the financial services industry. He is currently an advisor at Creative Planning, LLC and previously worked at Onedigital Investment Advisors, Bukaty Companies Financial Services, and State Street Corporation. 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 additional approaches such as direct indexing and tax-loss harvesting.

Brett Broyles is a financial advisor at Creative Planning with 25 years of industry experience. He has been with Creative Planning since 2011 and holds Series 63 and Series 66 licenses. 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.

Trent Dudenhoeffer is a CFP® and Series 66 licensed advisor at Creative Planning with eight years of industry experience. His prior roles include positions at Watchdog Capital, LPL Financial, Edward Jones, and AF Asset Management. He is a co-founder of an educational venture focused on Bitcoin. 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a comprehensive network of legal, accounting, and trust services.

Brayden Van Meeteren is a financial advisor at Creative Planning with a Series 65 credential and recent experience starting in 2026. His work history includes roles in lawn care and landscaping, education, construction, and prior employment at New Tec Inc and Van Bruggen & Vande Vegte PC. 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 alongside selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.