James Thompson is a CFP® and CFA® with 12 years of industry experience. He has been with Farther since 2025 and previously worked at Value Wealth Management for 18 years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of exchange-traded funds, mutual funds, equities, and fixed income.

Philip Kreznor is a CFP® professional with one year of experience, currently serving as an advisor at Farther. He has been involved with Value Wealth Management, LLC since 2010. Outside of his advisory role, he is a tax return preparer at VWM Tax Advisors, PLC, and the principal owner of Ron Zerk Management Services, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

John Hawley is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Farther, where he has worked since 2025, following a 12-year tenure at Value Wealth Management, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.