Sean Lee is a financial advisor with Farther in Irvine, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked for 15 years at Hollencrest Capital Management before joining Farther. 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’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios with algorithmic rebalancing and incorporating AI tools alongside advisor judgment.

Spiridoula Courouklis is a financial advisor at Farther with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Goldman Sachs & Co., Aaron Wealth Advisors, and TSG Wealth Management. 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 and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.