Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jinger P

CFP®, Series 63, Series 65

Pleasanton, CA

Mariner

Jinger Pajestka is a CFP®-certified financial advisor with 13 years of industry experience, currently with Mariner Wealth Advisors. Her background includes roles at Wells Fargo Advisors, Commonwealth Financial Network, and Viewpoint Financial Network. She is also involved in fixed insurance sales conducted at her branch location. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, utilizing both in-house research and third-party managers to create customized, discretionary portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Kyle M

Series 65

Rogers, AR

Mariner

Kyle Myhra is a Series 65-licensed financial advisor at Mariner with one year of industry experience. Prior to joining Mariner, he worked at Kyle Myhra Consulting LLC, Ibotta, and Container Reclaimer. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, using discretionary, customized portfolios supported by an internal team and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Marisa L

CFP®, Series 63, Series 66

Long Beach, NY

Mariner

Marisa Luciano is a CFP® certificant with 14 years of industry experience. She currently works at Mariner and previously held roles at CitiGroup, Shufro, Rose & CO., LLC, and Wells Fargo. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and access to pooled investment vehicles and third-party managers. The firm combines discretionary, customized portfolio strategies with integrated tax and accounting services, alongside specialized offerings such as Core Family Office services and an employer Financial Wellness Platform.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Robert T

CFP®, CFA®, Series 63, Series 65

State College, PA

Mariner

Robert Thomas is a CFP® and CFA® with 26 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2018 and previously spent 18 years at Vantage Investment Advisors. Thomas serves as board president of St. Joseph's Catholic Academy and is a member of advisory boards for Old Dominion Bank and Centre First Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, family office, and financial wellness services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Kevin J

CFP®, Series 63, Series 66

Plano, TX

Mariner

Kevin Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, and Charles Schwab. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates in-house research with third-party managers across a range of asset classes and strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Logan B

Series 66

Overland Park, KS

Mariner

Logan Baldner is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and 15 years of industry experience. He has worked with Mariner since 2021 and previously held positions at Waddell & Reed, Inc. and GWFS Equities, Inc. Baldner is also involved with MSEC, LLC, serving as an advisor transition specialist. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Nicholas R

CFP®, Series 63, Series 65

Manasquan, NJ

Mariner

Nicholas Raffetto is a CFP® with 14 years of industry experience, currently serving as a Senior Wealth Advisor at Mariner. His career includes roles at Msec, LLC, Capital Analysts, Inc., and Lincoln Investment. Raffetto works with clients to develop and implement financial plans and investment strategies. Mariner serves a diverse client base—including high-net-worth individuals, pension plans, trusts, and charitable organizations—offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal investment team and integrates comprehensive tax and accounting capabilities uncommon for a firm of its scale.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Alana S

CFP®, Series 63

Overland Park, KS

Mariner

Alana Scott is a CFP® with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2009. Based in Overland Park, KS, she holds the Series 63 designation and has worked at Mariner for 17 years. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with multi-asset strategies and integrates tax and accounting services, including specialized CFO capabilities and financial wellness tools for employer clients.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Malia B

CFP®, Series 65

Brentwood, MO

Mariner

Malia Baker is a CFP® professional with three years of industry experience, currently with Mariner in Brentwood, MO. Her work history includes roles at Mariner Wealth Advisors and PLNK STL. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research and third-party manager allocations to implement customized portfolios and provides integrated tax, accounting, and financial wellness services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Anthony H

Series 66

Tulsa, OK

Mariner

Anthony Henderson is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Level Four Advisory Services, and ProEquities. Henderson is also the owner of MYWEALTHCPA, a wealth management business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax and accounting services along with administrative CFO capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Shadrack F

CFP®

Franklin, MA

Mariner

Shadrack Frempong is a CFP® professional with one year of experience at Mariner and ten years previously at Cerity Partners LLC. He is based in Franklin, MA. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services and unique administrative family office capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Stephen T

Series 63, Series 65, Series 66

Orlando, FL

Mariner

Stephen Taylor is a financial advisor with Mariner in Orlando, FL, holding the Series 63, 65, and 66 designations and bringing 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Msec, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines discretionary, customized portfolios with in-house research and third-party manager allocations, alongside integrated tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")