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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.
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.
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