OVERLAND PARK, Kan., March 25, 2026 — 42 managing directors from Creative Planning and SageView Advisory Group (SageView), a Creative Planning affiliate, were named to PLANADVISER’s 2026 Top Retirement Plan Advisers list. The recognition included more than 316 advisers nationwide and was based on the number of plans and total assets under advisement.
“We’re honored to have our teams recognized on this year’s PLANADVISER Top Retirement Plan Advisers list,” said Peter Mallouk, President and CEO of Creative Planning. “Their expertise and commitment to building strong client relationships enable organizations to deliver meaningful retirement outcomes for their employees. This recognition reflects the team’s ability to guide plan sponsors through an increasingly complex landscape and create real impact for the clients we serve.”
“It is great to see so many of our associates recognized by PLANADVISER this year,” said SageView President Jon Upham. “We take immense pride in the work we do for our clients and their employees, and we are excited about the future growth of Creative Planning Retirement Services business.”
Creative Planning and SageView celebrate the following individuals:
- Vincent Allegra
- TJ Arcuri
- Allison Bettonville
- Nate Bodart
- Christopher Brasher
- Jon Chambers
- Tom Clark
- Christine Condeni
- Javid Dabestani
- Tom Demko
- David Dermenjian
- Michael Duckett
- James Dyer
- Josh Falbe
- Mark Foster
- Anthony Franchimone
- Mitchell Guralski
- Nick Jahn
- Sally Johnson
- Nichole Labott
- James McCrary
- Scott Ondek
- Doug O’Rear
- Michael Patton
- Christopher Pohlman
- Stephen R. Popper
- Mark Pratt
- Don Recker
- Fred Rutler
- Marc Schmeekle
- Thomas P. Simonson
- Jason M. Smith
- Jennifer Solis
- Jonathan St. Clair
- Dan Stewart
- Garrett Stinson
- Courtney Stroope
- Deb Teske
- Rick Unser
- Doug Webster
- Rob Whited
- Ken Zarske
Creative Planning, with its recent SageView acquisition in 2025, continues to expand its retirement plan capabilities, focusing on investment advisory, fiduciary support, managed assets and financial wellness programs as they help to improve the financial lives of the retirement plans participants they serve. The firm serves a diverse client base, from large corporations and start-ups to healthcare organizations and government entities, delivering tailored solutions for every organization’s retirement goals.
PLANADVISER’s Top Retirement Plan Advisers list is awarded in March based on data from a 12-month period through December 31. The list recognizes individual retirement plan advisors based on quantitative metrics, including number of plans under advisement and total assets under advisement. To be considered, advisors must complete the annual PLANADVISER Retirement Plan Adviser Survey.
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 has 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/.
Media Contact
Creative Planning
[email protected]
