Melissa Elliott is a financial advisor at Mariner with 11 years of industry experience and holds Series 65 and Series 66 credentials. Her career includes 13 years at Fisher Investments and 9 years at Charles Schwab. Mariner serves a diverse client base, including 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 in-house research and third-party manager allocations, and it provides integrated tax, accounting, and family office services uncommon in large advisory enterprises.

Daniel Newman is a Certified Financial Planner (CFP®) with 15 years of industry experience, currently serving as an advisor at Mariner. His prior roles include positions at Hayes Financial, Raymond James Financial Services, Charles Schwab, Harrisdirect LLC, and Morgan Stanley. He is based in San Jose, CA. 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 an internal team and external managers, and provides extensive tax and accounting integration along with family office and employer financial wellness services.

Clare Raleigh is a financial advisor at Mariner with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner since 2022. Her previous roles include positions at Hayes Financial, Inc. and Raymond James Financial Services, Inc. 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 services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it provides tax and accounting integration along with specialized family office and employer financial-wellness services.

Zachary Hayes is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022. His prior roles include positions at Hayes Financial, Inc. and Raymond James Financial. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various third-party managers. The firm combines internal research with external allocations across a wide range of asset classes and provides integrated tax and accounting services alongside portfolio management.