OVERLAND PARK, Kan., August 8, 2025 — Eleven team members from Creative Planning Retirement Services were recently named to PLANADVISER’s 2025 Emerging Leaders list. This recognition celebrates the next generation of leaders across the retirement plan advisement space and includes professionals from firms nationwide.
Creative Planning celebrates the following individuals:
- Derrick Bordeleau
- Andrew Calder
- Brittany Del Favero
- Kristi Dolan
- Joe Masciopinto
- Shawn McGrane
- Matthias Menges
- Abby Morrow
- Tyler Saam
- Ashton Swartzfager
- Hannah Tuckness
“Having 11 team members selected as PLANADVISER Emerging Leaders is a testament to the exceptional talent we’ve cultivated at Creative Planning Retirement Services,” said Peter Mallouk, President and CEO of Creative Planning. “These professionals represent the future of our industry. We’re proud to support their growth and excited to see the impact they’ll continue to make for our clients and the broader industry.”
Creative Planning Retirement Services continues to expand its retirement plan capabilities, offering a wide range of services including plan design, investment advisory, fiduciary support and financial wellness programs. The firm serves a diverse client base spanning publicly traded companies, large private companies (with more than $1 billion in plan assets), small businesses, start-ups, cities, municipalities and housing developments in the government sector.
The PLANADVISER Emerging Leaders recognition is Awarded each August and is based on nominations and a qualitative review process conducted in July, considering recent impact and experience within the retirement plan advisory industry. No specific time period is used for evaluation. The PLANADVISER Emerging Leaders recognition is given to those who have worked in the retirement plan advisory industry for at least three years, but no more than 15—whether the person focuses on advising, operations, client relations, data, participant education or some other piece of the business.
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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 affiliate, United Capital, have more than $370 billion in combined assets under management and advisement as of June 30, 2025.
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/.
