Jason Rasmussen is a CFP® professional with 21 years of industry experience. He currently works at Mariner and has held previous roles at Soltis Investment Advisors, SlateStone Wealth, Capital Markets IQ, and Surety Wealth Management. Mariner is an enterprise firm serving a diverse client base that includes individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs a discretionary, customized investment approach supported by internal research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among firms of its scale.

Coltin Davis is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2026. He previously worked at Soltis Investment Advisors LLC and Ausdal Financial Partners, INC. Outside of his advisory role, he is the owner and managing partner of a dormant consulting business, TXFP Consulting. 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 tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional capabilities in tax integration and financial wellness tools.

Vaughn Holcer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has previously worked with Avantax Advisory Services and Wymer Brownlee, among other firms. Outside of advisory roles, he serves as a trustee for multiple irrevocable trusts and holds leadership positions in local organizations, including treasurer roles in community golf associations and property owners’ associations. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a wide range of portfolio management and consulting services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and unaffiliated third-party managers, with program options that include discretionary and non-discretionary management across various account structures and custodial relationships.