Theodore Perry Jr. is a CFP® professional currently with Farther and has been in the financial industry since 2015. His prior experience includes roles at Cypress Bank & Trust, South Street Bank, and SS&C. He is based in Vero Beach, FL. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach with algorithmic rebalancing and uses a range of investment vehicles, including ETFs, mutual funds, and individual securities.

Taylor Hodges is a CFP® professional with 13 years of industry experience. He is currently an advisor at Farther and has previously worked at Cornerstone Planning Group, Latitude Advisors, LLC, and GWN Securities, Inc. Hodges is also the CEO of Southern Capital Business Consulting, a consulting firm where he advises business owners on strategy. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios and focuses on personal fiduciary clients.