Jaclyn Marshall is a financial advisor at Farther with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Farther, she worked at Modern Capital Group LLC and Regiment Securities. She is also the founder of J Blue Production, an independent communications consultancy focused on strategic communications. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Joseph Kuo is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Farther and Financial Life Focus, LLC, and previously held roles at Family Wealth Consultants, Abundance Wealth Planning, and Griffin Black, Inc. He is also an adjunct professor at Golden Gate University and founded Abundance Life Planning, where he coaches and teaches workshops. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Rod Russell is a financial advisor at Farther with 13 years of industry experience. He has previously worked at BNY Mellon and J.P. Morgan. Outside of his advisory role, he coordinates property development at Lake Roots Holdings, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, using a platform that combines proprietary model portfolios with algorithmic rebalancing and AI tools. The firm’s approach emphasizes Modern Portfolio Theory and utilizes a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Hugues Rivard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Farther. He has been with Farther Finance Advisors since 2024 and also maintains a role at Financial Life Focus, LLC since 2007. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses an investment approach based on Modern Portfolio Theory, employing bespoke and algorithmic model portfolios with automatic rebalancing, and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Jeffrey Glenn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Farther. He previously worked for Wells Fargo Advisors for 10 years. Outside of his advisory role, he is a managing member of Atomic Properties, LLC, a real estate property management business in Roanoke, VA. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm applies Modern Portfolio Theory using bespoke allocations or proprietary algorithmic models, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Yury Dzhishkariani is a financial advisor at Farther in Portland, OR, holding a Series 65 designation with no prior industry experience before joining Farther in 2026. His career history includes roles at Northwestern Mutual, U.S. Bank, Kia America, and several other companies across different sectors. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.

Bryan Sitzer is a financial advisor at Farther with Series 63 and Series 65 licenses and four years of industry experience. His prior career includes roles at CohnReznick, EisnerAmpner, and Ernst & Young, among others. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, mainly investing in ETFs, mutual funds, equities, and fixed income.

David Pagels is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory work, he is a co-owner of B1B Pinball, LLC, which operates and maintains pinball machines. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Michael Smith is a financial advisor with Farther in St. Augustine, FL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Before joining Farther in 2024, he worked at Rock Creek Wealth Planners and Advisors LLC, Coliseum Wealth Management, LLC, and United Planners Financial Services. Outside of advising, he is a real estate agent assisting buyers and sellers of single-family homes and operates a notary business providing loan signing and notarization services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing and incorporates AI tools alongside advisor judgment in managing diversified portfolios.

Michael Cear is a financial advisor at Farther with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 66. Prior to joining Farther in 2026, he worked at Summit Financial, LLC and Purshe Kaplan Sterling Investments, among other firms. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, and algorithmic rebalancing, incorporating ETFs, mutual funds, individual securities, and AI tools under internal controls.

Trevor Conlon is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and WSFS Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations and proprietary algorithmic models with automatic rebalancing.

Jesse Blom is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Farther, having joined in 2025, and previously worked at Brookside Wealth Planning, LLC and Lorintine Capital. In addition to his advisory role, Blom operates a licensed life and health insurance business as a sole proprietor. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income, with automatic rebalancing and cash treated as an asset class.

Raymond Gin is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has previously worked at Citi, FSC Securities Corp., and The Retirement Group, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm uses a Modern Portfolio Theory-based approach implemented via proprietary model portfolios and algorithmic rebalancing, offering diversified allocations across ETFs, mutual funds, individual equities, and fixed income.

Abigail Evans is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at Stable Waters Financial for three years and held various roles in the hospitality and retail sectors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios, algorithmic rebalancing, and a combination of ETFs, mutual funds, individual equities, and fixed income.

Zachary Etoch is a financial advisor at Farther in Dallas, TX, holding a Series 65 designation. He has experience working at MDD Forensic Accountants for six years and joined Farther in 2025. Prior to his professional career, he attended the University of Arkansas. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Grant Sylvester is a Series 65 licensed financial advisor at Farther with two years of industry experience. Prior to joining Farther, he worked at Zermatt Wealth Partners for three years and spent time in various roles including at the University of North Carolina - Wilmington and Hickory Grove Christian School. Outside of his advisory role, he owns and operates Ashore Services LLC, a surface cleaning and pressure washing business. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach with algorithmic rebalancing and uses a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Evor Vattuone is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Farther since 2026. Prior to this, he has been with Aspire Planning Associates, Inc. since 2005. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, utilizing a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios primarily allocated among ETFs, mutual funds, equities, and fixed income.

Corey Creel is a CFP® and ChFC® affiliated with Farther in Nashville, TN, with over eight years of experience in financial services. He previously worked at Omni Wealth Management and Northwestern Mutual. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary private investment fund recommendations. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

John Marshall Jr. is a CFP® and CFA® with 16 years of industry experience. He has worked at Farther since 2025 and previously spent 14 years at Crooked Tree Capital Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income, with supplementary AI tools and occasional allocations to independent managers.

Christian Pierce is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and E*TRADE. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses Modern Portfolio Theory with proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations.