OVERLAND PARK, Kan., April 7, 2026 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), proudly announces that 14 of its wealth managers have earned a spot on the Forbes 2026 Best-in-State Wealth Advisors list. This recognition highlights the advisors’ deep expertise, commitment to delivering exceptional client service, and leadership across the wealth management industry.
The Creative Planning wealth managers honored this year are:
- Jay Beebe
- Brett Broyles
- Jessica Culpepper
- Carolyn Frager
- Andrew Fuller
- Andy Gryszowka
- Stacy Lewis
- Stacy Marshall
- Amy Merrill
- Jerrod Pearce
- Gabrielle Reilly
- Molly Rothove
- Brenna Saunders
- Ken Steeves
“We’re proud of the impact these advisors have on their clients’ lives every day, and it’s wonderful to see them all once again recognized by Forbes,” said Peter Mallouk, President and CEO of Creative Planning. “Their success reflects the culture we’ve built at Creative Planning — one where talented professionals work together, are empowered to do what’s right for clients, and strive to deliver truly comprehensive advice and service.”
Awarded each April, based on data from a 12-month period through June 30, the Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research. The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the 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 $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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