Amy Parks is a CFP® with 14 years of industry experience. She has worked at The Mather Group, LLC since 2019 and was previously with Dimensional Fund Advisors for seven years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and customizable portfolio options.

Harrison Shibley is a financial advisor at The Mather Group, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Q Investments and Nortech, as well as work at Texas Christian University and Benilde St Margarets. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, integrating AI tools under human oversight to support market analysis and client communications.

Constantine Slone is a CFA® charterholder with experience at The Mather Group, LLC since 2026. He previously worked for eight years at Northern Trust and spent two years at Indiana University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and utilizes AI tools alongside human oversight to support portfolio construction and client communications.

Michael Curley Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning, U.S. Bancorp Investments, and Key Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools under human oversight to support market analysis and client communications.

Tonya West is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at The Mather Group, LLC. Her prior experience includes roles at Napa Wealth Management and Waddell & Reed Inc. Outside of her advisory work, she is a sole proprietor of a separate non-investment-related business. The Mather Group serves high-net-worth individuals, family offices, trusts, and corporations, offering comprehensive financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

Grace Stewart is a financial advisor at The Mather Group, LLC with two years of industry experience. She holds the Series 65 designation and worked in education prior to joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Michael Kovalsky is a CFP® professional with six years of industry experience, currently serving as an advisor at The Mather Group, LLC. His career includes nine years at Flato, Williams & Patterson prior to joining The Mather Group. Outside of his advisory role, he manages a competitive BBQ cooking team called Three Brisketeers. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing a combination of financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating advanced AI and machine-learning tools while maintaining human oversight.

Christopher Scott is a financial advisor with The Mather Group, LLC, holding a Series 66 designation and bringing one year of industry experience. He previously worked at Edward Jones for three years and Northern Trust for nine years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customizable portfolio options, integrating AI tools for market data and client communications under human oversight.

Andrew Mattingly is a financial advisor at The Mather Group, LLC with a Series 66 credential and less than one year of industry experience. His previous roles include positions at Lenox Advisors, MML Investors Services, MassMutual Life Insurance Company, and Stock Yards Bank and Trust. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Laura Sweeney is a financial advisor with The Mather Group, LLC in Plano, TX. She holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to joining The Mather Group in 2021, she worked for Southern Wealth Investment Advisors LLC for 16 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable strategies, supported by AI and machine-learning tools under human oversight.

Frank Pecucci is a financial advisor at The Mather Group, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at The Mather Group since 2019, following a prior role at Insight Securities Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating AI and machine-learning tools alongside human oversight.

Dawn Cornwall is a financial advisor at The Mather Group, LLC with 17 years of industry experience. She holds the Series 63 designation and has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates third-party AI tools alongside human oversight.

Jesse Golik Meineke is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 65 credential and two years of industry experience. He previously worked at Trinity Financial Advisors and Integra Financial Advisory. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, combining technology tools with human oversight.

Patrick Mccuen is a financial advisor with The Mather Group, LLC, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at TD Ameritrade and Napa Wealth Management before joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based models and customization options, combining advanced technology tools with human oversight.

Brian Hayes is a financial advisor with The Mather Group, LLC in Clayton, MO, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Mather Group since 2019 and has prior experience at Financial Engines Advisors L.L.C. and Edelman Financial Services. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models and custom portfolio options, incorporating AI and machine-learning tools alongside human oversight.

Bailey Yablonsky is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Boston Scientific, Optum, Collins Aerospace, and several other organizations. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Robert Hogan is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently works at The Mather Group, LLC and previously spent 38 years at Hogan Knotts Financial Group. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Jack Barker is a CFP® with seven years of industry experience, currently with The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, Fidelity Brokerage Services LLC, Northwestern Mutual, and North Star Resource Group. Barker also worked at the University of Texas at Austin from 2015 to 2018. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, offering customization options including direct indexing and ESG factor portfolios.

Judith Hirotaka is a financial advisor at The Mather Group, LLC with 18 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at firms including Wealth Enhancement Group, Ginsburg Financial Advisors, Mercer Global Advisors Inc., and Osborne Partners Capital Management. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and incorporates AI and machine-learning tools alongside human oversight.

Josh Bluerock is a financial advisor with The Mather Group, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. His prior work includes five years at Heb and time spent as a student. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.