Palm Beach Gardens, FL Pga Blvd. Office

Kevin Garvey Jr. is a CFP® professional with 20 years of experience in financial advisory services. He currently works at Mariner Wealth Advisors, joining the firm in 2023 after roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, he serves as Vice President of his homeowners association board and is an officer of a balloon decoration business. Mariner Wealth Advisors 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 implements customized portfolios overseen by an Investment Committee, combining in-house research with third-party managers and provides integrated tax and accounting services alongside operational CFO capabilities.

Theodore Cardasis is a CFP® with 14 years of industry experience, currently affiliated with Mariner. His prior roles include positions at Merrill and PNC Wealth Management. Theodore also operates Msec, LLC, an investment-related business. Mariner serves a broad client base ranging from individuals and high-net-worth households to pension plans and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax services and administrative family office capabilities.

Lisa Fentress is a CFP® professional with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Her prior experience includes roles at Securities America Advisors, Inc., Cedar Brook Group, and Cedar Brook Financial Partners. She also holds a role as Membership Committee Director for the nonprofit Impact the Palm Beaches. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and specialized services such as tax integration and family office solutions. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, offering a broad range of investment strategies and administrative financial wellness tools.

Anthony Intagliata is a CFP® with eight years of industry experience, currently advising at Mariner since 2026. His prior roles include positions at Hightower, Farr Miller & Washington, Cetera Investment Services, Regions Bank, HSB Securities USA, HSBC Bank USA, and PNC Bank. He is based in Palm Beach Gardens, FL. 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 offers customized discretionary portfolios supported by in-house and third-party research, along with integrated tax, accounting, and family office services.

Brandon Seltzer is a CFP® and Series 65 credentialed advisor at Mariner Wealth Advisors with four years of industry experience. His prior roles include positions at 2nd Mile Management and G3 Global Services. Outside of his advisory work, he serves as an ambassador for Heroic, a coaching program, and manages social media for the Planned Giving Council of Palm Beach County, a charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and offers integrated tax and accounting services alongside traditional portfolio management.

Christopher Housen is a CFP® with 35 years of industry experience. He is currently with Mariner and has previously worked at Capital Analysts, Lincoln Investment, and Mariner Wealth Advisors. Outside the financial advisory industry, he holds membership interests in several LLCs involved in franchise ownership and golf course investments. 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 combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and family office services uncommon for firms of its size.

Andrew Newfield is a CFP® professional with two years of industry experience. He currently works at Mariner and previously spent ten years at SCS Capital Management, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides unique offerings like integrated tax and accounting services, administrative CFO capabilities, and a financial wellness platform for employer clients.

Brian Worgan is a financial advisor at Mariner Wealth Advisors with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His previous roles include positions at BNY Mellon, LPL Financial, SunTrust Bank, TD Private Client Wealth, PNC Capital Advisors, Wells Fargo Clearing, and Citigroup Global Markets. Mariner serves a broad range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios with a variety of strategies and incorporates integrated tax services and family office capabilities alongside traditional portfolio management.

Caleb Barr is a financial advisor at Mariner with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Mariner, he worked at GEO Group and CBIZ Insurance and served in the U.S. Army National Guard for four years. Outside of advising, he is president of MD Nutrition & Wellness LLC, a business focused on creating customized nutrition and fitness plans. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm implements discretionary, customized portfolios supported by internal research and third-party managers and provides integrated tax, accounting, and financial wellness services uncommon for firms of its size.