Kiley Maertz is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Heritage Financial Services since 2015, where he spends the majority of his time selling annuities and insurance. He has also been affiliated with Claraphi Advisory Network, LLC, and Alterativ Wealth. 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 a range of investment models including alternatives and combines long-term strategies with tactical tools, operating as a fiduciary with ongoing due diligence and client reporting.

Alexander Snyder is a CFP® and Series 65-registered advisor at Compound Planning, Inc. with four years of industry experience. His prior roles include positions at Johnson Investment Counsel and Acadia Legacy Group. 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 tools and offers both direct investment management and a turnkey asset management program.

Timothy Hamilton is a CFP® with nine years of industry experience, currently serving as an advisor at Compound Planning, Inc. He previously worked at Alternativ Wealth Management and Atlas Private Wealth Management, LLC. 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 Direct Investment Management and a Turnkey Asset Management Program featuring both in-house and third-party investment models, with an emphasis on risk-based allocations tailored to client goals.

Ian Wymore is a CFP® professional with 13 years of experience in financial advising. He currently works at Compound Planning, Inc. and has previously held roles at Empower Advisory Group, Personal Capital Advisors Corporation, and Morgan Stanley. 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 tools and offers both Direct Investment Management and a Turnkey Asset Management Program that includes alternatives such as private REITs and private credit.

Tony Golden is a financial advisor at Compound Planning, Inc. based in New York, NY, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill, with overlapping tenures beginning in 2010 and 2017 respectively. 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, and offers both direct investment management and a turnkey asset management program.

Kevin Lors is a CFP® professional at Compound Planning, Inc. with 12 years of industry experience. He previously worked at Choreo, LLC for 12 years before joining Compound Planning. Outside of advising, he is a 50% owner of Northwater LLC and Northwater Development LLC, companies involved in land development and property sales near Adel, Iowa. 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 that includes access to in-house and third-party investment models, with a fiduciary approach focused on risk-based allocations tailored to client goals.

Joleen Scheer is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. She currently works at Compound Planning, Inc. and previously spent 12 years at RSM US Wealth Management LLC and three years at Choreo, 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 a mix of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, supported by continuous monitoring and documented oversight.

Scott Porter is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with Compound Planning, Inc. and has previously worked at firms including Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, and Benjamin & Jerold Brokerage I, LLC. Outside of financial advising, he has ownership interests in a rental equipment business and a property and casualty insurance company. 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 with access to in-house and third-party investment models, incorporating risk-based allocations tailored to client goals.

David Hubble is a financial advisor at Compound Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Claraphi Advisory Network, LLC, B. Riley Wealth Advisors, Inc., and Brookstreet Securities Corporation. 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 utilizes a fiduciary approach with risk-based model allocations and offers both direct investment management and a turnkey asset management program featuring access to in-house and third-party investment models.

Dimitry Farberov is a CFP® and CFA® credentialed financial advisor at Compound Planning, Inc. with 17 years of industry experience. His prior roles include positions at Miracle Mile Advisors, Israel Discount Bank of New York, and Comerica Securities. 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 range of investment models, including alternatives, and employs risk-based allocations combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Jonathan Jonson is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Bear Mountain Capital Inc. and Pricewaterhouse Coopers LLP. Outside of his advisory role, he provides contract accounting and bookkeeping services through Jonson Accounting Services LLC. 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 emphasizes fiduciary responsibility and combines long-term investment strategies with tactical tools such as direct indexing and tax-loss harvesting.

Scott Hedgcock is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He currently works at Compound Planning, Inc., where he has been since 2024. Prior to that, he held roles at Aletheian Wealth Advisors LLC, Washington Trust Bank, Cornerstone Advisors Inc, and Coldstream Wealth Management. 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 range of investment strategies including direct indexing and alternatives, and operates as a fiduciary with a focus on risk-based model allocations tailored to client goals.

William Leboeuf is a financial advisor with Compound Planning, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Atomi Financial Group, Carillon Advisors, Emerald Investment Partners, Bank of America, Merrill Lynch, and ORG Private Advisors Group. Leboeuf serves as a director for the YMCA and the Western Golf Association Caddie Scholarship Fund and is a board member of Consumer Optix, a software company supporting life insurance sales agents. 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 in-house and third-party investment models, including alternatives, with a fiduciary approach that combines long-term strategies and tactical tools such as direct indexing and tax-loss harvesting.

John Mcauliffe is a financial advisor at Compound Planning, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance, Mercer Global Advisor, Raffa Wealth Management, and Clarion Wealth Management Partners. 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 tailored to client goals and offers a Turnkey Asset Management Program with access to in-house and third-party investment models, including alternatives such as private REITs and private credit.

Adam Coleman is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Compound Planning, Inc. since 2026 and previously held roles at Maia Wealth, Colorado Wealth Group, LLC, and Dell. Outside of his advisory role, he is a licensed insurance agent. 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 offers a range of investment options, including direct indexing and alternative strategies, and operates as a fiduciary with risk-based model allocations tailored to client goals.

Rachel Buffalo is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at Compound Planning, Inc., where she has been since 2024. Prior to this, she held roles at Empower Advisory Group, Personal Capital, and Morgan Stanley, including Morgan Stanley Private Bank. 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, emphasizing risk-based model allocations and combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Matthew Gwizdz is a financial advisor at Compound Planning, Inc. with three years of industry experience. He previously worked at UBS for three years and served in the United States Army for four years. 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 a range of investment models including alternatives like private REITs and private credit.

Elinoa Witkin is a Series 65 licensed financial advisor with Compound Planning, Inc. in Los Angeles, CA. She has one year of industry experience, including prior roles at Executive Benefit and teaching positions at Santa Monica Community College and several schools. 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 emphasizes fiduciary duty and combines long-term investment strategies with tactical tools such as direct indexing and tax-loss harvesting.

Roxana Maddahi is a financial advisor at Compound Planning, Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, Morgan Stanley, and J.P. Morgan Securities. Maddahi is involved in several community and educational activities, including serving as President of the nonprofit Looking Beyond Next Gen and teaching a course on philanthropy at Sinai Akiba Synagogue. 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 combining long-term buy-and-hold strategies with tactical approaches, offering both direct investment management and a turnkey asset management program for outside advisors.

Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. His prior roles include positions at Personal Capital Advisors, Empower Advisory Group, and Northwestern Mutual. 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 combines long-term buy-and-hold strategies with tactical tools like direct indexing and tax-loss harvesting while operating as a fiduciary.