Julie Smith is a Series 66 licensed advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities and held positions at Mariner Wealth Advisors from 2016 to 2018. Outside of her advisory role, she serves on the Governance and Executive Committees of the Tulsa Performing Arts Center Trust. Mariner serves a diverse client base including individuals, pension plans, estates, charitable organizations, and corporations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized family office and financial wellness solutions.

Ryan Graves is a financial advisor with Mariner who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Mariner Wealth Advisors since 2014 and previously held roles at FirstPoint Financial and Adams Hall Wealth Advisors. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement 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 at its enterprise scale.

Michael Mcandrews is a CFP® and holds a Series 65 license, with 13 years of industry experience. He has worked at Mariner Wealth Advisors and its Oklahoma affiliate from 2016 to 2018. Mcandrews serves as a non-voting member of the Finance and Investment Committees at Catholic Charities of Eastern Oklahoma, where he oversees the endowment portfolio and reviews organizational financial performance. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Brodie Hinkle is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2017. Prior to Mariner, he worked at Charles Schwab and Charles Schwab Bank in 2016 and 2017. 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 customized, discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Kristen Hopkins is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. She previously worked at The Legacy Financial Group, Inc. and has served as a Board Intern for YMCA Tulsa Inc. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through customized investment management, financial planning, and retirement plan consulting, supported by integrated tax and accounting services and a variety of portfolio strategies.

Ethan Cordray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2019. He previously worked at Northwestern Mutual in various roles from 2015 to 2019. He is a board member of Newview Oklahoma, a nonprofit organization supporting the blind and vision impaired. Mariner serves a diverse client base including 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 an internal team and external managers, with capabilities spanning equity, fixed income, alternatives, and retirement plan solutions, alongside integrated tax and family office services.

Aubree Pixley is a Series 65-licensed advisor at Mariner with four years of industry experience. She has been with Mariner since 2015, holding roles within the firm throughout that time. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and family office services, utilizing customized portfolios supported by in-house research and third-party managers.

Suzanne Wheeler is a CFP® with 26 years of experience currently affiliated with Mariner. She previously worked at Mariner Wealth Advisors Oklahoma, LLC from 2012 to 2018 before continuing with Mariner in 2018. She serves on the Advisory Board of the WTAMU Engler School of Business. Mariner serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and family office services uncommon for firms of its size.

Bradley Rollins is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Mariner Wealth Advisors and its Oklahoma office since 2012. Mariner serves a broad range of clients, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal management team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Grant Clary is a financial advisor at Mariner with eight years of industry experience. He holds a Series 66 designation and has worked at Capital Advisors, Inc., Creditpoint Software, William Blair & Company, and Corient prior to joining Mariner. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm provides customized discretionary portfolios supported by an internal investment team and combines in-house research with external managers, while also offering integrated tax services and employer financial wellness tools.

Ty Hamilton is a Series 65-licensed advisor at Mariner in Tulsa, Oklahoma, with less than one year of industry experience. His prior roles include positions at BOK Financial and Camp Timberline, as well as time at Oklahoma State University. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party allocations and provides a range of strategies as well as integrated tax and administrative capabilities.

Thomas Hardy is a Series 66-licensed financial advisor with Mariner, based in Tulsa, OK, and has 13 years of industry experience. He has worked at various Mariner entities since 2017 and previously at Arvest Asset Management from 2014 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to offer customized, discretionary portfolios alongside integrated tax and administrative services.

Natalie Haggard is a CFP® and holds a Series 65 license with 15 years of experience in the financial services industry. She has worked with Mariner Wealth Advisors and its affiliated entity in Oklahoma since 2013. Outside of her advisory role, she serves on the board of directors and the finance committee for Emergency Infant Services Inc., a nonprofit organization in Tulsa focused on meeting the basic needs of children aged 0-5. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides specialized tax, accounting, and family office services uncommon among large advisory enterprises.

Adam Lodge is a CFP® with 15 years of industry experience, currently affiliated with Mariner. He worked at Mariner Wealth Advisors from 2016 to 2018. Outside of his advisory role, Lodge serves as a parliamentarian for Inside Out Re-Entry and is a board member and investment committee chair for the Jenks Public Schools Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with services that include investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house and third-party research, and offers integrated tax and accounting services uncommon at its enterprise scale.

Jana Shoulders is a financial advisor at Mariner with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Adams Hall Investment Management for 22 years before joining Mariner Wealth Advisors. Jana serves as a trustee on the investment committee at the University of Tulsa and holds a volunteer board position on the finance committee of the Oklahoma chapter of the International Women's Forum. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolio management supported by in-house research and third-party managers, along with integrated tax, accounting, and financial wellness services.

Jeffrey Couch is a CFP® with 20 years of industry experience. He worked at Mariner Wealth Advisors for 12 years before joining Mariner, where he currently serves as a financial advisor. 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 coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment team and third-party managers, and is notable for its depth of tax and accounting integration as well as specialized family office and employer wellness services.

Lauren Burke is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at Lockton Companies and Saint Louis University. Outside of finance, she has been involved with the Philcrest Hills Tennis and Pickleball Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios supported by an internal team and third-party managers.

James Cooper III is a financial advisor at Mariner with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Mariner Wealth Advisors from 2013 to 2018. Outside of his advisory duties, Cooper serves as treasurer on the board of directors for Building All Children, Inc. and is a board member of Asbury Church, Inc. Mariner serves a diverse client base including individuals, high-net-worth households, retirement plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Chauncey Pickering is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Mariner and has previous experience at Utica Physicians Association, Arvest Wealth Management, Bank of America, and Merrill. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides a range of investment strategies alongside integrated tax and accounting services.

Amy Gordon is a financial advisor at Mariner with eight years of industry experience. She holds a Series 65 credential and has previously worked at Adams Hall Wealth Advisors and earlier roles within Mariner entities. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations, providing 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, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Lindsey Mccool is a CFP® professional with 12 years of industry experience, currently advising at Mariner. She has worked at Mariner Wealth Advisors and its Oklahoma office since 2014. Outside of her advisory role, Lindsey serves as chairwoman of the endowment committee and on the special events planning committee for YWCA Tulsa, assisting with the nonprofit’s financial matters, and is a licensed Arabian horse judge involved in equine marketing and sales. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by an internal management team and third-party managers, with a notable emphasis on tax integration and employer financial wellness solutions.

Cullen Parker is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Arvest Wealth Management, LPL Financial, Ameriprise Financial, and Warburton Capital Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal management team and external managers, with investment strategies spanning equities, fixed income, alternatives, and digital assets, alongside unique offerings such as integrated tax and accounting services and employer financial-wellness tools.

Anthony Henderson is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Level Four Advisory Services, and ProEquities. Henderson is also the owner of MYWEALTHCPA, a wealth management business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax and accounting services along with administrative CFO capabilities.