Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Jack Barker is a CFP® with seven years of industry experience, currently with The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, Fidelity Brokerage Services LLC, Northwestern Mutual, and North Star Resource Group. Barker also worked at the University of Texas at Austin from 2015 to 2018. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, offering customization options including direct indexing and ESG factor portfolios.

Matthew Greer is a CFP® with 16 years of experience in financial advising. He is currently with The Mather Group, LLC, where he has worked since 2022. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA Financial Advisors Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Richard Megica Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at The Mather Group, LLC since 2016 and previously held roles at Charles Schwab Bank and Charles Schwab from 2012 to 2016. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customized portfolio options, combining technology tools with human oversight.