David Graham Jr. is a financial advisor at Farther with 25 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at Grand Strategy Capital LLC. 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 allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Joseph Coulson is a financial advisor at Farther with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for nine years at Grand Strategy Capital, LLC. Coulson is based in Charlottesville, VA. 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 uses Modern Portfolio Theory implemented via proprietary models and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income while incorporating AI tools under internal controls.

Walter Megonigal III is a financial advisor at Farther with 17 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at Grand Strategy Capital LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.