OVERLAND PARK, Kan., April 21, 2026 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is proud to announce that 20 members of its financial planning team successfully passed the March 2026 Certified Financial Planner® certification exam, earning one of the most respected credentials in the financial planning profession.
“Achieving CFP® certification is a significant milestone,” said Creative Planning President and CEO Peter Mallouk. “Passing such a rigorous exam allows our planners to provide even stronger comprehensive guidance as part of our wealth management teams. Integrated wealth management requires not only expertise in each individual aspect of a client’s financial life but also a clear understanding of how those areas interact to create greater value and outcomes for clients. I’m proud of these team members’ significant investment in our clients’ success.”
The CFP® certification, administered by the Certified Financial Planner Board of Standards, requires rigorous study and demonstrates expertise across all key areas of financial planning, including retirement planning, investment strategy, tax planning, estate planning and risk management.
“At its core, financial planning is about providing peace of mind and helping people live the lives they envision,” said Creative Planning Director of Financial Planning Jeff Stolpher. “Our planners’ investment in preparing for and passing such a rigorous exam reflects the culture we foster at Creative Planning — one that values professional excellence, ethical standards and a commitment to providing clients with guidance they can trust at every stage of their financial journey.”
The following Creative Planning financial planners passed the March 2026 CFP® exam:
- Jessica Brockway
- Noah Brown
- Will Carroll
- Liam Gnad
- Nick Hershey
- Libby Horton
- Austin Keller
- Zach Kellner
- Charlie Khoury
- Bella Klinowski
- Krisha Kozlowski
- Cassidy McMaster
- Ian Middendorf
- Josalyn Mosby
- Jason Pugh
- Dominic Saladino
- Dayton Smith
- Zach Tyson
- Sarah Wasaff
- Logan Wiedel
About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as business services and institutional money management. Creative Planning and its affiliates have approximately $700 billion in assets under management or advisement as of December 31, 2025. SageView Advisory Group, United Capital Financial Advisors and Baseline Wealth Management Ltd. are affiliates of Creative Planning.
Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.
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