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Jason B
Series 65
Hickory, NC
Farther
Jason Beckley is a financial advisor at Farther with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Advisory Services Network, LLC and Omnistar Financial Group. Outside of his advisory role, Beckley serves as board chair of the Ore Bank Pumpkin Center Volunteer Fire Department and chairs the endowment board for Ashure Ministry, a nonprofit providing crisis assistance in Catawaba County. He is also the treasurer for the Denver Lake Norman Rotary Club and Foundation. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing across a range of asset types, supplemented by advisor judgment and AI tools.
Amanda D
Series 65
Hickory, NC
Farther
Amanda Dowell is a Series 65-licensed financial advisor at Farther with one year of industry experience. Prior to joining Farther in 2026, she worked at Advisory Services Network and The Corner Table. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.
Eric W
Series 65
Hickory, NC
Farther
Eric Whitener is a financial advisor at Farther with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Advisory Services Network, LLC and Omni Star Financial Group. Outside of his advisory role, he is a managing partner of Grayton & Jamison LLC, a real estate business. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary models and algorithmic rebalancing across a range of asset classes.
Louis W
Series 66
Hickory, NC
Farther
Louis Wetmore is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Farther and previously held roles at Advisory Services Network, LLC and Omnistar Financial Group. Outside of advisory work, he is a certified court mediator operating a sole proprietorship under Wetmore Mediation. 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 employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, with investment options including ETFs, mutual funds, individual equities, and fixed income.
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