Raymond James welcomes financial advisors managing over $400 million in West Des Moines, Iowa
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Michael Compiano, ChFC®, CLU®, RICP®, and Dan Porter, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest division director for RJFS.
The advisors arrive from Commonwealth Financial Network where they managed over $400 million in client assets. Operating as Two Oaks Wealth in West Des Moines, Iowa, they focus on comprehensive financial planning, retirement-focused guidance and long-term wealth counseling for individuals and families. They are joined by registered financial assistant Shelly Kooiker and office manager Meghan Workman.
“Two Oaks Wealth was built around the idea that advice should be personal, intentional and rooted in long-term relationships,” said Porter. “Raymond James gives us the scale, resources and flexibility to support our clients without changing who we are or how we serve them.”
Porter earned his bachelor’s degree in finance from Iowa State University in 1990. He brings more than three decades of experience helping clients navigate retirement planning, investment strategy and major life transitions. His experience is backed by the CERTIFIED FINANCIAL PLANNER® professional designation.
“Our clients value independence and expect depth and continuity,” said Compiano. “Transitioning to Raymond James allows Two Oaks Wealth to remain fiercely independent while gaining access to an advisory platform that supports comprehensive planning at every stage of life.”
Compiano began his financial services career in 1987. He holds a bachelor’s degree in insurance from the University of Iowa in addition to the Chartered Financial Consultant®, Certified Life Underwriter® and Retirement Income Certified Professional® designations.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.80 trillion as of Jan. 31, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Two Oaks Wealth is not a registered broker/dealer and is independent of Raymond James.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.