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Derek E

CFP®, Series 63, Series 65

Austin, TX

Farther

Derek Eckert is a CFP® professional with 29 years of industry experience. He is currently with Farther Finance Advisors and has previous experience at Syntropy Wealth Management LLC, TIAA-CREF Individual & Institutional Services, LLC, and Chase Investment Services Corp. Eckert serves as a board member of the nonprofit Women in Neuroscience, where he promotes awareness, develops programs, and participates in fundraising. 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 is based on Modern Portfolio Theory and employs proprietary model portfolios with algorithmic rebalancing using ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Louis L

CFA®, Series 63

Austin, TX

Farther

Louis Llanes is a CFA® charterholder with 25 years of industry experience. He is currently with Farther and previously worked for 13 years at Wealthnet Investments, LLC (formerly MACROTREND STRATEGIES, LLC). Outside of his advisory role, he owns LBL Mesia, LLC, a publishing business focused on writing and research. 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.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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John C

Series 63, Series 65, Series 66

Austin, TX

Farther

John Carey is a financial advisor at Farther with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Edelman Financial Engines and Financial Engines Advisor Center LLC. 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 employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on exchange-traded funds, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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