Chip Jurgensen is a CFP®-designated financial advisor with 23 years of industry experience, currently with Creative Planning since 2021. His previous roles include positions at SBSB Financial Advisors, Raymond James Financial Services Advisors, and Pinnacle Bank. Outside of his advisory work, he serves as President of the Brinleys Cove HOA Board. Creative Planning provides wealth management and financial planning 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, alongside access to private market investments and sub-advisory arrangements.

Alfred Jordano is a CFP® and Series 66-registered advisor at Creative Planning with 19 years of industry experience. He previously worked for Sullivan Bruyette Speros & Blayney for 14 years before joining Creative Planning in 2021. Creative Planning serves a diverse client base including individuals, corporations, foundations, 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, supplemented by advanced techniques such as direct indexing and tax-loss harvesting.