Curtis Calomeni is a financial advisor at Mariner with three years of industry experience. He holds a Series 65 designation and has previously worked at Ocean Heights Advisors and BNY Mellon Wealth Management. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office 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 for firms of its size.

Benjamin Blokdyk is a CFP® with three years of industry experience, currently with Mariner Wealth Advisors. He previously worked at Beacon Pointe Investment Advisors and has been associated with the University of Southern California. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

Ethan Norris is a financial advisor at Mariner in Newport Beach, CA, holding a Series 65 designation with no prior industry experience before joining the firm. His background includes four years at Pitzer College and four years at Branham High School. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its size.

Metro Malasavage IV is a CERTIFIED FINANCIAL PLANNER™ professional at Mariner with six years of industry experience. He has previously worked at Beacon Pointe Advisors, Mass Mutual Arizona, and Financial Management Network. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and administrative CFO services alongside traditional portfolio management.

Gilbert Cassagne is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. Before joining Mariner, he worked at Prime Capital Investment Advisors, LLC, Paramount Pictures, and William Morris Endeavor. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines internal research with third-party manager allocations and provides a range of investment strategies alongside integrated tax, accounting, and financial wellness solutions.

Kevin Barlow is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior roles include positions at Ocean Heights Advisors, Mariner Platform Solutions, Miracle Mile Advisors, LLC, and Palo Capital, Inc. He also serves as Chair of the Board of Directors for the Newport Beach Public Library Foundation. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides notable tax integration and administrative CFO capabilities.

Danielle Bronner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mariner. Her prior experience includes roles at Ocean Heights Advisors, Miracle Mile Advisors LLC, Green Street Advisors, and Morgan Stanley. She is a board member and secretary of the Jewish Federation of Orange County. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative offerings uncommon in firms of its size.