Leonard Sanford is a financial advisor at Farther with 24 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Sanford is also the managing member of HPCA Services Group LLC and conducts business as Harmony Private Client Advisers. He holds an insurance license and spends a small portion of his time providing limited insurance products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing.

Sherri Gilligan is a financial advisor at Farther with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Harmony Private Client Advisers and Denver PWM, LLC since 2015. She also serves as an assistant compliance officer on a limited consulting basis and holds an insurance license to sell limited insurance products. 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’s investment approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Roger Pierce is a financial advisor at Farther with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HPCA Services Group LLC, Dwpm LLC, and First Financial Equity Corporation. Pierce also operates under the name Harmony Private Client Advisers. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.