Ocean Path Advisors, LLC

Matthew Evans is a financial advisor at Mariner Independent in Manhattan Beach, CA, holding a Series 65 credential with one year of industry experience. He has worked at Ocean Path Advisors and Mariner Wealth Advisors and has a background that includes five years at Pomona College. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services, supported by affiliated institutional resources and sub-advisory relationships.

Mary Belnap is a financial advisor at Mariner Independent with a Series 65 credential and one year of industry experience. She previously worked at Ocean Path Advisors and has a background that includes eight years at Utah State University and two years at Lehi Bakery. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through independent advisers on the Mariner platform, supported by institutional resources and third-party partnerships.

Riley Van Velthuyzen is a CFP® with three years of industry experience, currently affiliated with Mariner Independent in Manhattan Beach, CA. His work history includes roles at Ocean Path Advisors and EP Wealth Advisors, as well as experience at KPMG. He serves as an associate financial planner offering advisory services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm supports both model portfolios and advisor-level discretionary management, with integrated institutional and retirement plan resources.

Ross Kroll is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at firms including Mercer Advisors, Oakwood Capital Management, AdvicePeriod, and Mariner Independent, where he is currently affiliated through Ocean Path Advisors. Kroll is a shareholder at Ocean Path Advisors, providing investment advisory services through Mariner Platform Solutions. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both model portfolios and advisor-level discretionary management, and it integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Todd Butler is a CFP® professional with 23 years of experience in financial advising. He is currently with Mariner Independent and previously worked at Ocean Path Advisors, AdvicePeriod, LLC, and WESCAP Group. Outside of his advisory work, he is involved with Sendero Property Group, through which he owns rental properties. Mariner Independent serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans, offering investment advisory, financial planning, and consulting services. The firm integrates institutional and retirement plan resources and provides access to model portfolios, third-party managers, and alternative investments.