Marco Miranda is a financial advisor at Compound Planning, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Alliance Bernstein and The Prudential Insurance Company of America. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management, separately managed account direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and operates a multi-advisor platform offering both discretionary and non-discretionary portfolio management with customization options.

Kyle Rudduck is a CFP® and CFA® with nine years of industry experience. He is currently affiliated with Compound Planning, Inc. and has previously worked at firms including Creative Planning and Truepoint Inc. Rudduck’s professional background includes roles at Quadrant Capital Group, LLC and Constellation Wealth Advisor, LLC. Compound Planning, Inc. serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and operates a multi-advisor platform offering both discretionary and non-discretionary portfolio management with customization options.

Boyan Doytchinov is a CFP®, CFA®, and Series 63 credentialed advisor at Compound Planning, Inc. with six years of industry experience. He has previously worked at Osaic Wealth Inc, Mark J. Snyder Financial Services, Inc., and Altfest Personal Wealth Management. Compound Planning, Inc. manages approximately $4.3 billion in assets and serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, separately managed account direct-index solutions, financial planning, and consulting. The firm operates a multi-advisor platform offering both discretionary and non-discretionary management with customization options and sub-advisory programs.

Tara Shulman is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott LLC and UBS Financial Services. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and operates a multi-advisor platform offering both discretionary and non-discretionary portfolio management with customizable solutions.

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, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Compound Planning, Inc. serves individual, intermediary, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and operates a multi-advisor platform offering customizable discretionary and non-discretionary portfolio management.

Dimitry Farberov is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior roles include positions at Miracle Mile Advisors, LLC, Israel Discount Bank of New York, IDB Capital Corp., and RSM US Wealth Management LLC. Compound Planning, Inc. serves high-net-worth individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers a multi-advisor platform with discretionary and non-discretionary portfolio management, emphasizing customization and ongoing client oversight.

Hans Christian Winkler is a CFP® professional with 27 years of industry experience, currently serving at Compound Planning, Inc. since 2022. His prior roles include positions at Winkler Wealth, Legend Securities, Inc., and Claraphi Advisory Network. Outside of advisory work, he is president of a local cooperative and holds a non-investment related insurance agent role. Compound Planning, Inc. serves individual, intermediary, and institutional clients through portfolio management, turnkey asset management services, and separately managed account solutions. The firm offers both discretionary and non-discretionary portfolio management with customization options, supported by a multi-advisor platform managing approximately $4.3 billion in assets.

Brandon Wyand is a CFP® with 10 years of industry experience, currently serving at Compound Planning, Inc. since 2025. His prior roles include positions at ARQ Wealth Advisors, Personal Capital, and The Vanguard Group. Outside of financial advising, he previously worked at Hartford Hill Winery. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, and separately managed account solutions. The firm manages approximately $4.3 billion in assets and offers both discretionary and non-discretionary portfolio management with customization options and a multi-advisor platform.

Stephen Dean III is a CFA® charterholder with four years of industry experience, currently serving at Compound Planning, Inc. He previously worked at Alternativ Wealth and Claraphi Advisory Network LLC, and spent 25 years at AXA Rosenberg Investment Management. Outside of his advisory role, he provides informal product strategy advice to two pre-revenue startups in the technology sector. Compound Planning, Inc. serves individual, intermediary, and institutional clients through a multi-advisor platform offering portfolio management, turnkey asset management, separately managed account direct-index solutions, financial planning, and sub-advisory services. The firm manages approximately $4.3 billion in assets and features discretionary and non-discretionary portfolio management with customization options and a range of strategic partnerships and educational offerings.

James Taylor is a financial advisor at Compound Planning, Inc. with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Compound Planning in 2025, he worked at Mercer Global Advisors, Cable Hill Partners, Versant Capital Management, and Brighton Jones. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, separately managed account direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and operates a multi-advisor platform offering both discretionary and non-discretionary portfolio management with customization options.