Philip Cawley is a financial advisor at Farther with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wealthshield Partners, Harborview Advisors, and Legg Mason Wood Walker, Incorporated. 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 and uses proprietary model portfolios with algorithmic rebalancing, combining exchange-traded funds, mutual funds, individual equities, and fixed income, supplemented by AI tools under internal review.

William Todd III is a financial advisor with Farther in Portland, ME, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Wealthshield Partners and Harborview Advisors. Outside of advisory work, he is a partner at CERTINE, LLC, a company involved in flatware research and distribution. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm’s investment approach uses Modern Portfolio Theory with proprietary models and algorithmic rebalancing, employing a range of asset classes and augmented by AI tools under internal controls.

Norman Levesque is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WealthShield Partners, LLC and Harborview Advisors. 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 uses a Modern Portfolio Theory-based approach, employing proprietary models and algorithmic rebalancing across various asset classes while integrating AI tools and maintaining internal controls.

Harry Krigman is a financial advisor at Farther with 42 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wealthshield Partners and Harborview Investments. Krigman also manages several real estate properties through multiple LLCs. 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, combining various asset classes and AI tools with advisor judgment.

Sean Hussey is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Farther in Portland, ME, joining the firm in 2026 after working at Wealthshield Partners and Harborview Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a variety of asset classes including ETFs, mutual funds, equities, and fixed income.