Lindsey Oneil is a CFP® and holds a Series 65 license, with eight years of experience in financial services. She is currently with Compound Planning, Inc., where she has worked since 2025, following seven years at Choreo, LLC and three years at RSM US LLP. 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 uses risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Alan Ward is a CFP® certificant with 14 years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024. Prior to joining Compound Planning, he spent 12 years at Johnson Sterling, Inc., and had a one-year tenure at Legg Mason Wood Walker, Incorporated. 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 emphasizes risk-based model allocations and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Jannifer Shull is a financial advisor at Compound Planning, Inc. with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. She also has a long-standing business ownership unrelated to investment activities. 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 both direct investment management and a turnkey asset management program that includes in-house and third-party investment models, integrating risk-based strategies tailored to client goals.

Ronald Farner is a financial advisor at Compound Planning, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Claraphi Advisory Network, B. Riley Wealth Advisors, and Brookstreet Securities. Outside of advising, he is the CEO and owner of RJF Inc., a personal corporation involved in farming, cattle, forestry, timber, ranching, and conservatorship/trustee work. 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 direct investment management and a turnkey asset management program featuring both in-house and third-party investment models, including alternatives such as private REITs and private credit.

Reed Nothwang is a CFP® with nine years of industry experience, currently serving at Compound Planning, Inc. since 2024. His prior roles include positions at Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. He also serves on the board of RotaCare San Rafael, a nonprofit providing medical care to uninsured families. 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 a fiduciary approach with risk-based allocations that combine long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Kevin Mann is a CFP® professional with 20 years of industry experience, currently affiliated with Compound Planning, Inc. He has worked at several firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Charles Schwab. 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 emphasizes fiduciary responsibility and uses risk-based model allocations that combine long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Matthew Faubion is a CFP® and holds a Series 65 license with 13 years of industry experience. He currently works at Compound Planning, Inc. and has previous experience at Origin Financial, Faubion Wealth Management LLC, Catalyst Private Wealth, Destination Wealth Management, and ClearPath Capital Partners 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 both Direct Investment Management and a Turnkey Asset Management Program that includes in-house and third-party investment models, incorporating alternatives such as private REITs and private credit.

Alexander Ricke is a CFP®-certified financial advisor at Compound Planning, Inc. in Des Moines, IA, with six years of industry experience. His prior roles include positions at Choreo, LLC and RSM Wealth Management, as well as earlier work with Cast Financial LLC, Lincoln Public Schools, and the University of Northern Iowa. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations tailored to client goals and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

William Burns is a financial advisor at Compound Planning, Inc. with 35 years of industry experience. He holds a Series 66 designation and has worked with Claraphi Advisory Network, LLC since 2016 and Financial & Insurance Services since 1986. He serves as a board member for the Santa Rosa Executive Plaza office complex in Mary Esther, FL. 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 and offers access to in-house and third-party investment models, including alternatives such as private REITs and private credit.

Cole Schmitt is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alesco Advisors LLC, Cetera Advisors, Bright Futures Wealth Management LLC, and Equimark East LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, financial planning, and institutional advisory services. The firm provides Direct Investment Management and a Turnkey Asset Management Program, focusing on risk-based model allocations and a combination of long-term strategies with tactical tools.

Michael Oconnor is a financial advisor at Compound Planning, Inc. with 21 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Advisor Partners II LLC, Advisor Partners LLC, WrapManager, Inc., Assetmark, Inc., and MDT Advisers, A Division of Federated MDTA 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, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Wendy Jankoski is a financial advisor with Compound Planning, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Wealth Architects LLC since 2005 and joined Compound Planning in 2025. 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 buy-and-hold strategies with tactical tools like direct indexing and tax-loss harvesting.

Mark Patzer is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Compound Planning, he worked at Miracle Mile Advisors, Karp Capital Management, Boyd Wealth Management, and other firms. Outside of his advisory role, he is a sales manager at Visual Display Specialists, a CCTV monitor distribution and sales firm. 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.

Kristen Smith is a CFP® certified financial advisor at Compound Planning, Inc. with six years of industry experience. Prior to joining Compound Planning in 2024, she worked at Empower Advisory Group and Personal Capital Advisors. 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 blend of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, to build risk-based model allocations tailored to client goals.

Richard Gow is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Morgan Stanley and multiple advisory firms. Gow volunteers with the Alzheimer’s Association as a national speaker on financial planning and legal issues. 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 and offers access to in-house and third-party investment models, including alternatives such as private REITs and private credit.

Amanda Kelderman is a Series 65-licensed financial advisor at Compound Planning, Inc. with three years of industry experience. She has previously worked at Choreo, LLC and RSM 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 offers both direct investment management and a turnkey asset management program that includes access to in-house and third-party investment models, combining long-term buy-and-hold strategies with tactical tools like direct indexing and tax-loss harvesting.

Jack Mc Caddon is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maia Wealth, Colorado Wealth Group, Pruco Securities, and Northwestern Mutual. Mc Caddon is also a licensed insurance agent. 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 and offers both Direct Investment Management and a Turnkey Asset Management Program that includes access to alternative investments.

Hans Christian Winkler is a CFP® with 28 years of industry experience, currently advising at Compound Planning, Inc. His prior roles include positions at Atomi Financial Group, Winkler Wealth, Claraphi Advisory Network, B. Riley Wealth Advisors, and Wells Fargo Advisors. Outside of financial advising, he serves as president of JAC Towers, Inc., a cooperative, and works as an insurance agent in Jackson Heights, NY. 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, offering both direct investment management and a turnkey asset management program that includes alternative investments.

Joseph Devorak IV is a financial advisor at Compound Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Personal Capital Advisors Corporation and Empower Advisory 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 offers both direct investment management and a turnkey asset management program featuring in‑house and third‑party investment models, combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Hali London is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Compound Planning, Inc. and previously held roles at Motley Fool Wealth Management and Facet Wealth. 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 employs risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.