OVERLAND PARK, Kan., October 27, 2025 — Creative Planning, one of the nations’ largest registered investment advisors (RIAs), is proud to announce that six of its team members have been honored with the National Association of Plan Advisors (NAPA) 2025 Top Women of Excellence award. This recognition celebrates outstanding women leaders in the retirement plan industry, honoring excellence in leadership, innovation and commitment to client success.
NAPA has recognized the following individuals:
- Sally Johnson
- Meredith Moore
- Ashli Smith
- Courtney Stroope
- Stephanie Williams
- Melissa Wiss
“We’re incredibly proud that so many women at Creative Planning have been recognized by NAPA for their excellence,” said Creative Planning President and CEO Peter Mallouk. “These women provide leadership and guidance to clients and colleagues alike. Their recognition for this distinguished award is an inspiration to future leaders in this industry.”
NAPA’s Top Women of Excellence is awarded each October, based on recent activity but without a specified time period. The 730 nominees for this year’s award program were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans and in what way(s) they give back. Those questionnaires were then reviewed and scored by a panel of judges that ultimately determined the final list of 730 honorees.
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 $390 billion in combined assets under management and advisement across all 50 states and 90 countries as of September 30, 2025. United Capital Financial Advisors is an affiliate 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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