Jennifer Fahey is a financial advisor at Creative Planning with Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at The Standard, VALIC Financial Advisors, Nationwide Investment Services Inc, and Prudential-related firms. 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 alongside access to private market investments and institutional services.

Amy Webb is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Calibre Investment Management, Lang Capital LLC, and Uvest Financial Services Group. Webb has been with Creative Planning since 2018. 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 uses a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.