Andrew Baldwin is a CFP® and Series 65-licensed advisor with Creative Planning, based in Tulsa, OK. He has two years of experience in the financial industry and previously spent twelve years with CH Colpitt Drilling 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kyle Wright is a financial advisor at Creative Planning with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Inc. and Prism Financial Group. Outside of his advisory work, Wright officiates sporting events through the Whitemen Officiating Association. 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 approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental options such as direct indexing and tax-loss harvesting.