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Michael C

CFP®, Series 63, Series 66

Sandy Springs, GA

Mariner

Michael Carignan is a CFP® with 19 years of experience in the financial industry. He is currently with Mariner Wealth Advisors, having joined in 2023, and previously worked at Avantax Planning Partners, Paragon Wealth Strategies, and Merrill. Mariner serves a diverse client base 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 tax services, utilizing customized portfolios supported by in-house research 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
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Thomas H

CFP®, Series 66

Sandy Springs, GA

Mariner

Thomas Hall is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent six years at Homrich Berg. 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 customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

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

CFP®, Series 66

Sandy Springs, GA

Mariner

Robert Butler is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors since 2020. His prior roles include positions at Cedar Rowe Partners and Goldman Sachs Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, and specialized services such as coordinated tax services and Core Family Office solutions. The firm employs a discretionary investment approach supported by in-house research and third-party managers, with capabilities spanning traditional and alternative asset classes as well as integrated tax and administrative services.

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

CFP®, Series 66

Sandy Springs, GA

Mariner

Timothy Skelton II is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He is currently with Mariner Wealth Advisors and has previously worked at Bank of America, Merrill, and CAPTRUST among other firms. 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 and provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities.

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

Series 66

Sandy Springs, GA

Mariner

Davon Smith is a financial advisor at Mariner with four years of industry experience and holds a Series 66 designation. He previously worked at The Vanguard Group, WealthSpire Advisors, and has experience outside finance at CVS and Virginia Polytechnic Institute and State University. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, and maintains integrated 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
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Lekesha H

Series 63, Series 66

Sandy Springs, GA

Mariner

Lekesha Hall is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services. Hall is also a member of Hall2Hall, LLC, an investment-related business based in Atlanta, GA. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

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

CFP®, Series 63, Series 65

Sandy Springs, GA

Mariner

Jared Kale is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner. He worked at Wells Fargo Advisors Financial Network LLC for 14 years before joining Mariner in 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

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