Ryan Nguyen is a financial advisor at Mariner with Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at West Wealth Group, JPMorgan Chase Bank, J.P. Morgan Securities, and Guardian Life Insurance Company. He is also an independent licensed insurance agent specializing in life, accident, and health insurance in California. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by an internal management team and third-party managers, and provides integrated tax, accounting, and financial wellness services uncommon for a firm of its size.

Jon Beauchemin is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Msec, LLC. Beauchemin is also involved in fixed insurance sales at his branch location. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized, discretionary portfolios.

Paul Nelson is a CFP® with 21 years of experience in financial services. He is currently with Mariner Wealth Advisors and also serves as President, Secretary, and Chief Financial Officer of Viewpoint Financial Advisors, Inc. His prior experience includes roles at Commonwealth Financial Network and 21st Century Annuity. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to a range of investment vehicles. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.