Creative Planning

Cole Baker is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2022. Prior to joining Creative Planning, he was employed at KPMG, LLP for one year. Outside of his advisory role, Baker is a licensed real estate agent and also works as a tax preparer. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers a range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Cody Klein is a financial advisor at Creative Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Sageview Advisory Group, Cetera Wealth Services, Triad Advisors, and Summit Financial Consultants. In addition to advisory services, he is licensed to sell life, health, disability, annuities, and long-term care insurance. Creative Planning provides investment advisory and financial planning services to a broad client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure managing approximately $217 billion in assets.

Colin Holmes is a CFP® with 12 years of experience in financial advising and is currently with Creative Planning. His prior experience includes roles at Four Quadrant Wealth Advisors, WestPoint Financial Group, and Mass Mutual. Outside of his advisory work, he serves as a general manager and assistant coach for a 17-year-old volleyball team, managing practice, tournaments, and club finances. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach featuring low-cost indexing and supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Kyle Gensrick is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Creative Planning since 2022 and previously at Wipfli Financial Advisors and Hewins Financial Advisors. He attended the University of Wisconsin, Madison. 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 emphasizes a financial planning-led investment process with a range of portfolio management and retirement plan services supported by a large advisory team and centralized infrastructure.

Melissa Saxton is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. Prior to joining Creative Planning, she worked at Ameriprise Financial Services from 2005 to 2016. Creative Planning provides comprehensive 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Mark Keyser is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2016, following a year at Polaris Greystone Financial Group, LLC. Creative Planning provides comprehensive 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and a range of retirement plan services.

Brandy Wagner is a Series 65-licensed financial advisor at Creative Planning with seven years of industry experience. She previously worked at FSG Investment Management, LLC for 16 years before joining Creative Planning. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by custom approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized infrastructure.

James Dyer III is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Creative Planning, where he has been since 2022, and previously worked at Wipfli Financial Advisors and held academic roles at the University of Wisconsin–Madison and Whitefish Bay Middle/High School. 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, buy-and-hold strategies, and offers a range of supplemental investment options alongside affiliated legal, trust, and recordkeeping services.

Kristi Bledsoe Henry is a CFP® professional with one year of experience, currently serving as a financial advisor at Creative Planning. She previously worked at Chevy Chase Trust Company for ten years in various roles. 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 process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Thomas Clark Jr. 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 Lockton Companies and its affiliated entities from 2006 to 2021. Outside of his advisory role, he serves as a consultant on software for Benetic. 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 assets and emphasizes a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Brooke Cantrell is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked at Raymond James Financial Services Advisors, Inc. and Signature FD. Brooke has also held roles outside the financial industry, including employment at Starbucks. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, offering investment advisory and financial planning services to a diverse client base that includes 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 supplemental tactics such as direct indexing and tax-loss harvesting, alongside affiliated legal, trust, and retirement plan recordkeeping services.

Conner Sivewright is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in Austin, TX. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques such as direct indexing and tax-loss harvesting.

Nicholas Parker is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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, supplemented by advanced portfolio techniques and retirement plan services.

Ryan Manaker is a financial advisor with SageView Advisory Group, LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at firms including Creative Planning, LLC and Cetera Wealth Services, LLC. Manaker serves as a director and treasurer of the GlobeChek Foundation Inc., a nonprofit focused on preventative blindness. SageView Advisory Group provides retirement plan consulting, asset management, and financial planning services to retirement plan sponsors, participants, employers, and individual investors. The firm offers a range of solutions including discretionary and non-discretionary management, pooled employer plans, and participant education programs.

Jason Gower is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Creative Planning, Inc. since 2020 and previously spent six years with Stratford Consulting, LLC. He is based in Addison, TX. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.