Nathan Bengali is a financial advisor at Compound Planning, Inc. with 12 years of industry experience. He holds a Series 65 credential and has previously 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 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.

Cameron Hackett is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He has held prior roles at Claraphi Advisory Network, LLC, and B. Riley Wealth Advisors, Inc. Since 2017, Mr. Hackett has been a licensed insurance agent. 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 combining long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a turnkey asset management program.

Wiley Belknap is a financial advisor at Compound Planning, Inc. with eight years of industry experience and a Series 66 designation. His prior roles include positions at Motley Fool Wealth Management, TMF Investments, Ayco/Goldman Sachs, and United Capital Financial Advisers. 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 employs a fiduciary approach, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Todd Rowe is a CFP® professional with 13 years of industry experience. He currently works at Compound Planning, Inc., where he has been since 2024. Prior to that, he held roles 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 offers 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 such as direct indexing and tax-loss harvesting.

Kaitlin Jones is a CFP® and holds a Series 65 license with 12 years of experience in financial advisory roles. She has worked at Compound Planning, Inc. since 2025, following prior positions at Northstar Financial Management Inc., HRC Wealth Management, LLC, and Intuit Turbo Tax. 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 emphasizes risk-based model allocations tailored to client goals and integrates long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Dylan Clark is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Compound Planning, Inc. and has held positions at Larson, Diamond Client Group, Peak Brokerage Services, ARPP, and Baker and Company Advisory Group. Outside of advising, he is CEO of Dylan Clark Consulting, which provides regulatory compliance services for fund managers and syndicators. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering 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.

Trey Fernandez is a financial advisor with Compound Planning, Inc. in Loveland, CO, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at TMF Investments, Motley Fool Wealth Management, Fidelity Brokerage Services, and Wells Fargo. 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 both direct investment management and a Turnkey Asset Management Program that includes access to alternative investments.

Stephen Dean III is a CFA® charterholder with five years of industry experience. He is currently affiliated with Compound Planning, Inc. and previously worked at Alternativ Wealth, Claraphi Advisory Network LLC, and AXA Rosenberg Investment Management. Outside of his advisory work, he provides informal product strategy advice to two pre-revenue, non-investment-related startups. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services, employing risk-based model allocations combined with both long-term and tactical investment strategies.

Shannon Lynch is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Compound Planning, Inc. She previously worked at Empower Advisory Group, Personal Capital Advisors, and UBS Financial Services. 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 operates as a fiduciary and employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Howard Dingle is a financial advisor at Compound Planning, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Claraphi Advisory Network, Centaurus Financial, J P Turner & Company Capital Management, and OneAmerica Securities. Outside of his advisory role, he owns Solid Foundation Business Services, providing business consulting and tax preparation to small businesses. 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 investment tools and offers access to in-house and third-party models, including alternatives like private REITs and private credit.

James Taylor is a CFP® professional at Compound Planning, Inc. in Mesa, AZ, with 13 years of industry experience. Prior to joining Compound Planning in 2025, he worked at Mercer Global Advisors, Cable Hill Partners, Versant Capital Management, Brighton Jones, Taylor Financial, and Merrill. 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 both Direct Investment Management and a Turnkey Asset Management Program (TAMP) that includes alternative investments.

Willem Bloemsma is a financial advisor with Compound Planning, Inc. in Denver, CO, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Empower Advisory Group and Personal Capital. 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 combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, operating as a fiduciary to tailor risk-based model allocations to client goals.

Aaron Foster is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Compound Planning, Inc. He has held prior roles at Empower Advisory Group, Personal Capital Advisors Corporation, Mass Mutual Life Insurance Company, 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 combines long-term buy-and-hold strategies with tactical tools, offering both direct investment management and a turnkey asset management program with access to in-house and third-party investment models.

Mark Mooring is a CFP® and holds a Series 65 license with six years of experience in the financial industry. He currently works at Compound Planning, Inc. and has previously been associated with Northstar Financial Management Inc. Mooring served in the U.S. Navy for eleven years before transitioning to financial services. Compound Planning, Inc. provides discretionary portfolio management, financial planning, and institutional advisory services to individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries. The firm combines long-term buy-and-hold strategies with tactical tools and offers access to both in-house and third-party investment models, including alternatives such as private REITs and private credit.

Timothy Couture is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He currently works at Compound Planning, Inc. and previously held roles at First Citizens Bank, Silicon Valley Bank, Goodman Advisory Group, LPL Financial, and Weston Financial Group. He 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 employs a risk-based investment approach that combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.