Kevin Hoegler is a CFP® professional with nine years of experience in the financial industry. He is currently an advisor at Farther, having joined in 2025. His prior roles include positions at BlackRock, Prudential, PGIM Investments, and J.P. Morgan. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios, algorithmic rebalancing, and a range of asset classes supplemented by AI tools under internal controls.

Bryan Dalessandro is a financial advisor at Farther with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, Chase Investment Services Corp., and operated as a sole proprietor. 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’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, fixed income, and supplemental AI tools.

Terence Gallagher is a financial advisor at Farther with 21 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Cetera, CETERA Advisor Networks LLC, and Allied Wealth Partners. 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 a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, and fixed income.