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Kenneth G

CFP®, Series 66

Bartlesville, OK

Farther

Kenneth Green is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Farther since 2026. He has previously worked at Calton & Associates, Inc. and First Investment Corporation, where he spent 25 years. Green is also involved in a bookkeeping and accounting business outside of his advisory role. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform along with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary models, algorithmic rebalancing, and a mix of 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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Morgan B

Series 66

Bartlesville, OK

Farther

Morgan Barnhill is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Farther and has previously been employed at Calton & Associates, Inc. and First Investment Corporation. Outside of advising, he is co-owner of a restaurant and food truck in Bartlesville, Oklahoma, and operates a contract cleaning company. 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 uses a Modern Portfolio Theory-based approach with proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools within its investment process.

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

Series 66

Bartlesville, OK

Farther

Cheryl Green is a financial advisor at Farther with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Calton & Associates and First Investment Corporation. Outside of advising, she is a licensed real estate sales associate involved in real estate sales and property management. Farther provides discretionary investment management primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, primarily employing exchange-traded funds, 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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