Thomas Howard is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Creative Planning and has prior experience at Bedell Frazier Investment Counselling, ZRC Wealth Management, Lodestar Private Asset Management, Howard Financial Consulting, and Ameriprise. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Stacey Velez is a CFP® and holds a Series 66 designation with 25 years of industry experience. She currently works at Creative Planning and has previously been employed at CIBC Private Wealth Advisors and Geneva Investment Management of Chicago. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad advisory team and integrated investment infrastructure.

Stephanie Cooper is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, she worked at Adam Financial Associates, Inc. from 2015 to 2018. She is also the founder of an online apparel company, allSZN Apparel, LLC. 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, supported by a range of supplemental portfolio management options and integrated retirement plan services.

Alexis Trauger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, Alexis worked at Ameriprise Financial Services, Inc. for five years. Outside of financial advising, Alexis is an artist involved with SwoonBox, a retail arts and crafts business. 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 focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering fiduciary advisory services and a range of institutional and retirement plan solutions.

Jason Guehl is a financial advisor with Creative Planning in Walnut Creek, CA, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. He has worked at Creative Planning since 2012 and previously held positions at Paragon Financial Partners and Fidelity. 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, supplemented by tactical uses of direct indexing, tax-loss harvesting, and selective private market exposure.

Brett Mongeau is a CFP® professional with 10 years of industry experience, currently an advisor at Creative Planning. His prior roles include positions at Aspiriant and John Hancock Advisers. He holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Luke Seiderman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked at Vista Wealth Management and Vista Wealth Management Group, LLC from 2015 to 2019. He is based in Walnut Creek, CA. 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 tactics such as direct indexing and tax-loss harvesting.

Christopher Wall is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP, as well as experience outside finance at Foothill/DeAnza College and Fry's Electronics. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and access to private market investments.