Ryan Goldenhar is a CFP® and CFA® with nine years of industry experience. He is currently affiliated with Mariner Independent and directs Wealth with Options, an investment advisory service operating through the Mariner platform. Goldenhar serves as Treasurer for Jewish Family Services of San Diego and is a board member of the Congregation of Beth Israel in San Diego. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform supports both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and sub-advisory relationships.

Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.

Jason Clark is a CFA® charterholder with 18 years of industry experience. He is currently with Mariner Independent and has previously worked at Kovitz Investment Group Partners, LLC and AFAM Capital, Inc. Clark holds Series 63 and Series 66 licenses. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a broad range of investment tools and affiliated businesses.

Chad Tramp is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and has held roles at RSM US Wealth Management, Choreo Advisors, and others. He serves as president of a single-family office, DVMFO LLC, where he manages family office activities including investment allocation, estate planning, and tax planning. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated entities.

Joel Suarez is a financial advisor at Mariner Independent with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Monarch Private Wealth and VOYA Financial Advisors. In addition to his advisory work, Suarez is an independent insurance agent specializing in fixed insurance products such as annuities and life insurance. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers both model portfolios and discretionary management through independent Investment Adviser Representatives and integrates institutional and retirement plan resources to support its clients.

Brett Nelson is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, VOYA Financial Advisors, and Nelson Financial Partners. He is also a life and annuity insurance producer. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized plan services supported by institutional and retirement plan resources.

Charles Sachs is a CFP® with 16 years of industry experience based in Coral Gables, FL. He currently works with Mariner Independent and Mariner Platform Solutions, having previously held roles at Kaufman Rossin Wealth, Kaufman, Rossin & Co., Bank of New York Mellon, Creative Planning, and Private Wealth Counsel. Outside his advisory work, he is involved with Imperio Wealth, providing investment services through Mariner's platform. Mariner Independent serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of over 100 advisers, leveraging both proprietary and third-party investment resources.

Charles Mays is a financial advisor with Mariner Independent in Plano, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Mays Wealth Management Group LLC since 2020, serving as managing partner and providing investment advisory services through Mariner Platform Solutions. His prior experience includes roles at Sloan Investment Management and Smith Anglin Financial, LLC. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm combines independent adviser expertise with model portfolios, third-party managers, and institutional resources, supporting both discretionary management and retirement plan services.

Luke Costa is a CFP® professional with five years of industry experience, currently serving as an advisor at Mariner Independent in Baton Rouge, LA. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also involved with Alinity Wealth Management, providing investment services through the Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and a range of retirement plan services supported by institutional affiliations and integrated resources.

Rachel Vega is a CFP® professional with four years of experience in financial advising. She is currently with Mariner Independent, having previously worked at Northern Trust and HSBC. Vega is also involved as a pro bono planner with The Foundation for Financial Planning, a nonprofit organization. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities such as pension plans and charitable organizations. The firm offers a range of financial services through a large network of advisors, utilizing both model portfolios and customized strategies supported by affiliated businesses and third-party managers.

Mark Hajek is a Series 65-licensed advisor at Mariner Independent with three years of industry experience. His prior roles include positions at Capital Markets IQ and Mariner Platform Solutions, as well as entrepreneurial ventures such as Orange Paw LLC and Tango Boys LLC. He is also a member of HHH Holdings, LLC and Hokie Hokie LLC, both involved in administrative and liquid asset management activities in St. Petersburg, FL. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and plan services with an emphasis on institutional integration and fiduciary support.

Jacob Bruner is a financial advisor at Mariner Independent with a Series 65 credential and one year of industry experience. Prior to joining Mariner Platform Solutions and JOOY Wealth in 2026, he worked at Wells Fargo Bank for five years. His background also includes roles outside finance, such as involvement with YouthMinistry360 and Cypress Creek Church. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of 119 advisors and offers integrated services including trust and institutional pension consulting affiliates.

Megan Logee is a financial advisor at Mariner Independent with 13 years of industry experience. She holds the ChFC® and Series 65 designations and previously worked at AdvicePeriod, LLC and Strategicpoint Investment Advisors. Megan is also the owner of RM Wealth Management, an LLC created for income purposes unrelated to investment advisory. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a broad range of investment tools and affiliated businesses, including a state-chartered trust company and institutional pension consulting.

Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.

Dar Baruchim is a financial advisor with Mariner Independent in Schaumburg, IL, holding Series 63 and Series 65 registrations. Baruchim has been with Mariner Platform Solutions and Kadima Wealth since 2026 and has prior experience at Northwestern Mutual and ATN Inc. Mariner Independent serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of advisors using a wide range of investment tools and affiliated businesses.

Chadwick Canine is a CFP® and CFA® with 21 years of industry experience. He is currently a managing director at JOOY Wealth and works through Mariner Platform Solutions. His prior experience includes roles at RSM US Wealth Management, AdvicePeriod, J.P. Morgan Securities, and William Blair. Canine serves on the Wimberley ISD School Board and is the founder and CEO of JOOY Consulting, LLC. Mariner Independent serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Bryan Dearolf is a CFP® and ChFC® with three years of industry experience, currently affiliated with Mariner Independent in Raleigh, NC. Prior to joining Mariner Platform Solutions, he worked at Abundant Life Financial and CWM, LLC. He served in various capacities with the U.S. Navy from 2011 to 2023. Outside of financial advising, he teaches personal finance at Cary Christina School. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of financial planning and investment management services supported by in-house and third-party resources, with access to alternative investments and affiliated business solutions.

Daniel Legault is a CFP® with 23 years of industry experience, currently with Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, Kolb Wealth Management, LLC, and Strategicpoint Investment Advisors. He also founded 1661 Wealth Management, an income-generating business started in 2022. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of 119 investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Daniel Lindenberg is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also the founder of LF Planning LLC, which offers investment advisory, tax preparation, and insurance services. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through an integrated platform with access to institutional resources and third-party managers.

Raymond Prospero is a financial advisor at Mariner Independent with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior work includes ten years at Merrill Lynch and two years at AdvicePeriod, LLC. He serves on the boards of Lifestream and Circle City Rotary. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm delivers services through independent advisers on the Mariner platform, offering portfolio management, access to model portfolios and third-party managers, as well as specialized planning and tax engagements.