Gregory Montejo is a financial advisor at Farther with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Outside of his advisory role, he is involved in outside insurance sales through Proverbs Financial Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm uses a Modern Portfolio Theory-based investment approach implemented through proprietary models and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income.

Timothy Mcneely is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at Raymond James, Dynamic Wealth, and Strategy Asset Managers. Outside of his advisory work, he owns a business focused on real estate, education, speaking, publishing, and coaching. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios with automatic rebalancing and primarily invests in ETFs, mutual funds, individual equities, and fixed income.