Nashville, TN Harpeth Valley Pl Office

Christina Horan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Her prior roles include positions at LPL Financial, Commonwealth Financial Network, and MSI Financial Services. Mariner serves a diverse client base including individuals, institutions, and charitable organizations through customized investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Richard Lunsford is a CFP® and ChFC® with 20 years of industry experience. He joined Mariner Wealth in 2024 and previously worked at Financial Engines Advisors, Schwab Private Client Investment Advisory, Creative Planning, and USAA financial planning services. Outside of advising, he is a partner in an Amazon storefront business. 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 an internal team and third-party managers, with notable integration of tax and accounting services.

Luke Sanderson is a financial advisor at Mariner holding a Series 65 designation with less than one year of industry experience. Prior to joining Mariner, he held positions at several companies including Cintas and Ohio State University Alumni Association. Mariner serves a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement consulting, tax services, and other financial solutions through discretionary, customized portfolios supported by an internal research and portfolio management team.

Lawrence Sacks is a financial advisor at Mariner Wealth Advisors with 15 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Mariner since 2019, following eight years at Snow Creek Wealth Management. Outside of his advisory role, he serves as Treasurer of Sherith Israel Synagogue and is President of the James W Pickle Charitable Foundation, a nonprofit providing medical equipment. 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 family office services. The firm’s investment approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and a wide range of strategies, alongside comprehensive tax and accounting services.

Heather Fitch is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. She previously worked at The Connor Group and Wyndham Destinations and has held positions in both hospitality and retail sectors. 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 in-house research and third-party managers, and it integrates tax, accounting, and family office services alongside its portfolio management capabilities.

Leona Edwards is a CFP® and Series 65-licensed advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent two years with Snow Creek Wealth Management. Edwards also held roles at Trader Joe's in 2016 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm provides customized discretionary portfolios supported by an internal investment team and access to third-party managers, with notable integration of tax and accounting services and family office capabilities.

Parker Kramlich is a CFP® and Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Robert W Baird and various positions outside financial services, including at Sunnyslope Golf Course and Carthage College. Mariner serves a diverse client base, including individuals, pension plans, trusts, and nonprofits, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines internal research with third-party managers, also providing integrated tax and accounting services along with unique CFO and financial wellness solutions.

Francisco Iglesias is a CFP®, ChFC®, and Series 63-licensed financial advisor with 10 years of industry experience. He has worked at firms including Northwestern Mutual and Mariner Wealth Advisors before joining Mariner. Iglesias is based in Nashville, TN. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, 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 to implement discretionary, customized portfolios and provides integrated tax, accounting, and family office services uncommon among firms of its size.

Wade Bilbrey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at CapFinancial Partners LLC (CAPTRUST), TrustCore Financial Services, One Trusted Advisor Investments, and Waddell & Reed Inc. Bilbrey is a board member of the Harpeth Heights HOA in Nashville, where he helps create and enforce community rules. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through 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, and offers integrated tax, accounting, and administrative family office services uncommon at this firm size.

Alan Thornton Jr. is a financial advisor at Mariner with seven years of industry experience. He holds the Series 65 designation and previously worked at Box Financial Advisors, LLC, and the University of North Texas. 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 coordinated tax and Core Family Office services, employing discretionary, customized portfolios supported by in-house research and third-party managers.

Ronan Murphy is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has prior experience at HBKS Wealth Advisors and Penn State University. Outside of finance, he has been involved with Johnson Estate Winery. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with extensive tax and accounting integration, along with operational CFO capabilities and a Financial Wellness Platform for employer clients.

Jared Peters is a CFP®-certified financial advisor with four years of industry experience. He joined Mariner in 2026 after roles at LPL Financial, Commonwealth Financial Network, and Truist Financial Corp. In addition to his advisory work, Peters is an author. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.