Tara Shulman is a financial advisor at Compound Planning, Inc. based in New York, NY, with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott and UBS Financial Services. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm uses a fiduciary, goals-based investment process that aligns client objectives with risk-based model allocations and employs a range of strategies from low-cost ETFs to alternative investments.

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 designations and has worked at Merrill from 2010 to 2025 and Bank of America, N.A. since 2017. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that incorporates a range of strategies including direct indexing, tax-loss harvesting, and alternative investments.

Dimitry Farberov is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024. His prior experience includes roles at Miracle Mile Advisors, Israel Discount Bank of New York, IDB Capital Corp., RSM US Wealth Management, Comerica Securities, and Wells Fargo Clearing. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process with a variety of strategies, including low-cost ETFs, direct indexing, and alternative investments such as private REITs and private credit.

Hans Christian Winkler is a CFP® professional with 28 years of industry experience, currently serving at Compound Planning, Inc. He has held prior roles at Atomi Financial Group, Winkler Wealth, Claraphi Advisory Network, B. Riley Wealth Advisors, and Wells Fargo Advisors. Outside of his advisory duties, he is president of a cooperative organization and works as an insurance agent. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries through fiduciary, goals-based investment strategies. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment approaches including low-cost ETFs, direct indexing, and alternative strategies like private REITs and private credit.

Stephen Dean III is a CFA® charterholder based in New York, NY, with five years of industry experience. He currently works at Compound Planning, Inc. and has previous experience at Alternativ Wealth, Claraphi Advisory Network LLC, and AXA Rosenberg Investment Management. Outside of his advisory role, he provides informal product strategy advice to two pre-revenue startups in technology unrelated to investments. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with fiduciary, goals-based investment management. The firm offers a range of strategies including alternative investments, employs technology-driven portfolio oversight, and provides both discretionary and non-discretionary engagement options.