Tammy Johns is a Series 65-credentialed financial advisor at Compound Planning, Inc. in Orem, Utah, with three years of industry experience. Her prior work includes roles at Goldman Sachs and Shelton and Seal Wealth Management. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm utilizes risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Scott Weigel is a CFP® professional with four years of experience in financial advisory. He is currently with Compound Planning, Inc. and has previously worked at Mercer Global Advisors, Adam Financial Associates, Precise International, and St Francis College. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and a combination of long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Marco Miranda is a financial advisor at Compound Planning, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Alliance Bernstein and The Prudential Insurance Company of America. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program, combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Charlotte Jones is a financial advisor at Compound Planning, Inc. with six years of industry experience. She previously worked at Northstar Financial Management, Intuit, Inc., and FTD Companies. Outside of advising, she is involved as a manager and member of a community-focused LLC in Moscow, Idaho, which invests in local real estate for non-investment purposes. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of direct investment management and a Turnkey Asset Management Program that includes access to in-house and third-party investment models, focusing on risk-based allocations tailored to client goals.

David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024 and Ent Los Gatos from 2016 to 2017. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services, offering both Direct Investment Management and a Turnkey Asset Management Program that includes access to in-house and third-party investment models. The firm operates as a fiduciary and uses risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing, tax-loss harvesting, rebalancing, and short-term trading.

Patrick Scherer is a CFP® and ChFC® with six years of experience in the financial services industry. He is currently with Compound Planning, Inc., where he has worked since 2025. His prior experience includes roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations that integrate long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Isaac Franks is a CFP® with four years of industry experience, currently serving as a financial advisor at Compound Planning, Inc. Prior to this, he held roles at Choreo, LLC and Ameriprise. Outside of his advisory work, he is the owner of Pots3D, a business unrelated to investment activities. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers Direct Investment Management and a Turnkey Asset Management Program with access to in-house and third-party investment models, combining long-term buy-and-hold strategies with tactical tools to tailor risk-based allocations to client goals.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, First Republic Investment Management, and Wells Fargo Investments. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Aaron Schomer is a CFP® with 22 years of industry experience. He is currently an advisor at Compound Planning, Inc. and previously worked at RSM US Wealth Management LLC for 18 years and Choreo, LLC for three years. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term strategies and tactical tools, including direct indexing and tax-loss harvesting, and maintains integrated corporate relationships through strategic partnerships.

Marcel Pfister is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs & Co. for six years. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program, combining long-term strategies with tactical tools to build risk-based model allocations tailored to client goals.

Nicholas Garcia is a financial advisor at Compound Planning, Inc. with 13 years of industry experience. His career includes roles at First Republic Investment Management, First Republic Securities, and Morling Financial Advisors. He holds the Series 66 and Series 63 credentials. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services, offering customized risk-based model allocations and a mix of long-term and tactical investment strategies.

Tracy Kinder is a financial advisor at Compound Planning, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked for nine years at Claraphi Advisory Network, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program featuring in-house and third-party investment models, including alternatives such as private REITs and private credit.

Jared Mejstrik is a financial advisor at Compound Planning, Inc. in Omaha, NE, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Austin Wealth Management, Morgan Stanley, TD Ameritrade, and Gallup. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, operating as a fiduciary with continuous account monitoring and documented oversight.

Norman Mains III is a financial advisor at Compound Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at Alternativ Wealth, Claraphi Advisory Network, Newbridge Securities Corporation, and Robert Baird & Co. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical approaches such as direct indexing and tax-loss harvesting, offering tailored risk-based allocations.

Antoine Piron is a financial advisor at Compound Planning, Inc. with 19 years of industry experience. He previously worked at Transatlantique Private Wealth LLC, Quasar Distributors, LLC, and Osterweis Capital. Antoine holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Jesse Porter is a CFP® professional with 10 years of industry experience, currently serving at Compound Planning, Inc. since 2024. His prior roles include Four years at Five Oceans Advisors LLC and earlier positions at AdvicePeriod, LLC and Axa Advisors, LLC. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, while offering access to both in-house and third-party investment models, including alternatives like private REITs and private credit.

Tara Shulman is a financial advisor at Compound Planning, Inc. in New York, NY, with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Janney Montgomery Scott and UBS Financial Services. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program with a focus on risk-based model allocations tailored to client goals.

Tyler Coder is a CFP®, PFS™, and Series 65-licensed advisor at Compound Planning, Inc. with four years of industry experience. Prior to joining Compound Planning, he worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Andrew Park is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and provides access to direct investment management as well as a Turnkey Asset Management Program featuring both in-house and third-party investment models.

Cindy Judas is a Series 65-licensed financial advisor with four years of industry experience. She has worked at Compound Planning, Inc. since 2025 and previously held roles at Choreo, LLC, Principal, and David Oliver. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, offering both Direct Investment Management and a Turnkey Asset Management Program.