OVERLAND PARK, Kan., August 11, 2026 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is excited to announce that 24 of its wealth advisors have been named to the Forbes Best-in-State Next-Gen Wealth Advisors list for 2026. This honor showcases emerging leaders whose commitment to excellence is helping define the future of wealth management.
The Creative Planning advisors honored this year are:
- Ron Adkison
- Sam Andrews
- Micah Ballew
- Madeline Baranczyk
- Josh Cromer
- Chris Daniels
- Dylan Dunlea
- Judd Eberhart
- Carolyn Frager
- Cole Gustke
- Burke Hallam
- Matthew Heatley
- Michael Latinis
- Zach Lyman
- Kimberly McDaniels
- Ben McKiernan
- Cassandra McNulty
- Christian Mijares
- Jerrod Pearce
- Gabrielle Reilly
- Trey Turley
- Nic Santana
- Andrew Sasso
- Chaunsy Weisensel
“The recognition of 24 Creative Planning wealth managers on the Forbes Best-in-State Next-Gen Wealth Advisors list speaks to the strength of our advisory team and our continued investment in developing exceptional talent,” said Creative Planning President and CEO Peter Mallouk. “We’re proud to see so many advisors recognized for their expertise and the personalized service they provide to clients every day.”
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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 $750 billion in assets under management or advisement as of June 30, 2026. United Capital Financial Advisors, Creative Planning Institutional Advisors, Baseline Wealth Management Ltd. (licensed by FINMA as a portfolio manager), and MASECO LLP (authorized and regulated by the UK Financial Conduct Authority and a registered investment adviser with the SEC) 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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Creative Planning
media@creativeplanning.com
