Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.

Richard Sun is a financial advisor at Farther with a Series 65 license and one year of industry experience. Prior to joining Farther, he worked at Fisher Investments and Fortress Investment Group. He also has experience in academia and other financial roles dating back to 2016. 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 employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools.

Jonathan Leidy is a CFP®, CFA®, and Series 66 credentialed advisor at Farther with 21 years of industry experience. He previously worked at Portico Wealth Advisors, LLC for 16 years before joining Farther in 2025. 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’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Matthew Coakley is a CFP® with 17 years of industry experience, currently working at Farther since 2025. He previously spent 17 years at Waypoint Strategic Advisors. Outside of his advisory role, he is a 50% partner in Southern Heritage Investments, LLC, focusing on personal real estate ownership and investment. 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 employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

Sam Schwartz is a CFP® professional based in Highland Park, IL, with nine years of industry experience. He currently works at Farther and has previously been with Anchor Pointe Wealth Management, AssetMark Financial, and State Street Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, and fixed income, supported by AI tools and advisor judgment.

Casey Bear is a CFP® with 15 years of industry experience. He is currently an advisor at Farther and previously worked at KMG Fiduciary Partners and Cranbrook Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke allocations or proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Casey Jordan is a financial advisor at Farther with 18 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 16 years. 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 using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Philip Cawley is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Harborview Advisors and Wealthshield Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, and incorporates ETFs, mutual funds, individual equities, fixed income, independent managers, and AI tools under internal review.

Jon Aldrich is a CFP® professional with 18 years of industry experience. He is currently with Farther Finance Advisors and previously spent over two decades at Focus Financial Advisors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

David Bromeier is a financial advisor at Farther with 25 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to his current role at Farther, he worked at HFG Advisors for over a decade and was involved with the Heartland Institute of Financial Education as a consultant and instructor. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary models and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Barbara Dugan is a financial advisor at Farther with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Merrill, Alpha Cubed Investments, and J.P. Morgan Securities. Outside of her financial career, she has operated Barbara Dugan Yoga and Wellness since 2000, providing private and small group yoga instruction. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm employs a Modern Portfolio Theory–based investment approach with algorithmic rebalancing and uses a mix of ETFs, mutual funds, individual equities, and fixed income, while incorporating AI tools under internal review.

Brayden Little is a CFP® with seven years of industry experience, currently serving as a financial advisor at Farther since 2026. He previously worked at Advisors Capital Management, Royal Alliance, and Pettinelli Financial Partners, LLC. Outside of his advisory roles, Little has experience working at San Jose State University and Bethel Church of San Jose. 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’s investment approach is based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and AI tools alongside advisor judgment.

Douglas White is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at NEXT Financial, TCG (HUB International), and Family Houston. 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 applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, employing a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Kevin Jamali is a financial advisor at Farther with Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Famdep Capital Management for four years and Auctos Capital Management for eleven years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Todd Kitzens is a financial advisor at Farther with a Series 65 designation and three years of industry experience. His prior work includes roles at BRP US Inc. and Saatchi & Saatchi, as well as a position at the University of Arizona. 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 allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Robert Olsen is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors Capital Management and Pettinelli Financial Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm utilizes a Modern Portfolio Theory-based investment approach with algorithmic rebalancing and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Michael Orzel is a financial advisor at Farther with 29 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at SignalPoint Asset Management since 2008 before joining Farther Finance Advisors in 2024. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Ashley Woods is a financial advisor at Farther with 17 years of industry experience. She holds a Series 66 designation and has previously worked at E3 Wealth Management and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, with a focus on ETFs, mutual funds, equities, and fixed income.

Jensen Weynands is a financial advisor at Farther with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets, UBS, and several other firms. His background includes roles outside finance in the hospitality and entertainment sectors. 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. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations and proprietary algorithmic model portfolios across various asset classes.

Manav Bhatia is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, he worked at Florida Financial Advisors and held roles at the National Fire Protection Association and Hofstra University. He is also an insurance agent for Farther Insurance Group, LLC. 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 using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.