Mariner Advisor Network

Phillip Mahoney is a CFP® professional with over 33 years of experience in the financial services industry. He is currently with Mariner Advisor Network and has held prior roles at Legacy Wealth Planning and LPL Financial. Mahoney also facilitates client estate planning, assisting with appointment coordination and plan completion. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, and access to model portfolios and third-party managers, with a notable capability in retirement plan consulting.

Beau Chandon is a financial advisor with Mariner Advisor Network holding a Series 66 designation and four years of industry experience. His prior work includes roles at Brown Financial Services Group, LPL Financial, and various other organizations. Mariner Advisor Network operates as a decentralized enterprise RIA, serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and consulting services, utilizing model portfolios, third-party managers, and technology-enabled managed account programs.

Jeffrey Klein is a financial advisor with Mariner Advisor Network and holds a Series 66 designation. He has 24 years of industry experience and has been with Mariner Independent Advisor Network, LLC and LPL Financial since 2015. Klein operates Klein Investment Strategies as a DBA for his LPL business in Bend, Oregon. Mariner Advisor Network is an enterprise registered investment adviser that supports a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios and third-party managers, and retirement plan consulting services.

Salvador Martinez is a financial advisor with Mariner Advisor Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Mariner Independent Advisor Network since 2013 and LPL Financial since 2012. Martinez also operates Martinez Financial Group and Sal Martinez Insurance Agency, which focuses on fixed insurance sales. Mariner Advisor Network is an enterprise registered investment adviser that serves individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and access to a range of model portfolios and third-party managers through a decentralized network of Investment Adviser Representatives.

Alexander Izmailov is a financial advisor with Mariner Advisor Network, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has previously worked at Lincoln Financial Advisors, Mutual Securities, Insight Wealth Strategies, and LPL Financial. Izmailov is also a managing member of Financial Planner Group LLC, a business entity used for tax and investment purposes. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm provides portfolio management, financial planning, consulting, and access to various investment strategies and platforms, including retirement plan consulting services.

Craig Brooks is a CFP® with 22 years of experience in the financial services industry. He is affiliated with Mariner Advisor Network and has previously worked at Strategic Wealth Advisors Group, LPL Financial, Securities America, Provident Credit Union, Cue Financial Group, and Foothill Securities. Brooks provides investment advisory services through Mariner Independent Advisor Network LLC, an independent registered investment advisor. Mariner Advisor Network operates as an enterprise RIA with a decentralized network of Investment Adviser Representatives serving individuals, corporations, nonprofits, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios and third-party managers, and retirement plan consulting services.

Steven Perry is a financial advisor with LPL Financial in Vista, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with LPL Financial since 2007 and also provides investment advisory services through Mariner Independent Advisor Network LLC, an independent registered investment advisor. Perry serves as a board member of the Vista Elks Lodge #1968. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with research-driven model portfolios and a wide range of investment solutions delivered through a large network of representatives.

Vida Jatulis is a CFP® professional with six years of industry experience, currently affiliated with Mariner Advisor Network and Camber Wealth. Her prior experience includes roles at Mainstreet Financial Planning, Inc. and Summit Financial Consultants. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios, and retirement plan consulting services, supported by multiple affiliated investment resources and a distinctive operating model.

Brice Lowe is a CFP® with 15 years of industry experience, currently affiliated with Mariner Advisor Network. His career includes 13 years at Stifel Nicolaus & Co Inc, followed by roles at LPL Financial and Aero Capital. He is involved with Aero Capital LLC, an investment advisory business connected to his work with Mariner. Mariner Advisor Network operates as an enterprise registered investment adviser supporting a decentralized network of Investment Adviser Representatives who serve individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and access to model portfolios and third-party managers, with a notable focus on retirement plan consulting and a decentralized advisor model.

Garson Graham is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked in the construction industry for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Christopher Mc Leod is a financial advisor with Mariner Advisor Network holding a Series 66 designation and eight years of industry experience. His prior work includes roles at State Street Corporation and LPL Financial. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, and access to model portfolios and third-party managers, with a notable capability in retirement plan consulting services.

Joseph Clevenger III is a financial advisor with Mariner Advisor Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Strategic Wealth Advisors Group, Inc. since 2016 and has been affiliated with LPL Financial LLC since 2002. In 2023, he began providing investment advisory services through Mariner Independent Advisor Network LLC. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, and access to model portfolios and third-party managers, with a notable capability in retirement plan consulting and a distinctive decentralized advisor model.

Mark Levy is a financial advisor with Mariner Advisor Network in Reno, NV, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Mariner Independent Advisor Network since 2023, concurrently with Legacy Wealth Planning, LLC since 2017, and has been affiliated with LPL Financial, LLC since 2006. Outside of his advisory roles, he operates a corporation under his name and has a limited involvement in real estate rental activities. Mariner Advisor Network is an enterprise registered investment adviser that supports a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios, and managed account programs, with a notable capability in retirement plan consulting and a distinctive operating model involving multiple affiliations and service platforms.

Larry Fletcher is a CFP® with 39 years of industry experience. He has been with Mariner Independent Advisor Network and LPL Financial since 2015. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, model portfolios, and access to third-party managers, along with retirement plan consulting services.

Miranda Gerda is a CFP® professional with seven years of industry experience, currently serving as an advisor at Mariner Advisor Network. Her prior experience includes roles at Summit Wealth Management Group and LPL Financial. She is also involved with Watermark Insurance Services, providing non-variable insurance services on a limited basis. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of advisors serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios and third-party managers, and retirement plan consulting services.