Casey Clure is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Mariner Independent and has previously worked at Edward Jones, Enso Wealth Management, and AGT CPAs & Advisors. He has also been involved with UC Berkeley Extension since 2022. 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, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors and affiliated businesses.

Robert Griffith is a PFS™ credentialed advisor with Mariner Independent in Mt. Shasta, CA. He joined Mariner in 2026 and has prior experience including ten years at AGT CPAs and Advisors and one year at K-Coe Isom, LLP. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments, utilizing both firm-built and customized portfolios supported by a range of investment tools and affiliated businesses.