Mariner Independent

Murray Kinlaw III is a financial advisor at Mariner Independent with a Series 65 designation and over 18 years of industry experience, including a long tenure at TIAA-CREF. He has also worked at Fifth Third Wealth Advisors LLC and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliations that enhance its investment capabilities.

Christian Hutchins is a CFP® with 11 years of industry experience, currently serving at Mariner Independent in Arlington, VA. He has worked at firms including HighTower Advisors LLC and Royal Alliance Associates, INC. Hutchins is the founder of Rolling Hills Advisors and serves on the board of USC Associates, where he is involved in fundraising and event planning. 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 offers access to model portfolios, third-party managers, and retirement plan solutions, supported by institutional resources and affiliated private funds.

Aaron Mazer is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Mariner Independent. He has held positions at firms including JPMorgan Chase Bank and Prudential. He serves as a board member and investment committee member for the MidwayUSA Foundation, a nonprofit supporting youth shooting sports teams nationwide. 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 offers portfolio management and planning services through independent advisors on its platform, leveraging institutional resources and third-party managers.

Matthew Regan is a financial advisor with Mariner Independent in Roseville, CA, holding a Series 65 license and seven years of industry experience. His prior roles include positions at AdvicePeriod, Towerpoint Wealth, Boston Private Wealth, and Richardson Kontogouris Emerson LLP. He is also a senior associate at RGH Wealth Advisors, where he provides investment advisory services through the Mariner platform. 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 firm-constructed model portfolios and advisor-level discretionary management, with expanded institutional capabilities through affiliated entities and third-party relationships.

Jesse Brown is a CFP® with 17 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Rolling Hills Advisors, Royal Alliance Associates, SES Inc., Seia LLC, and Sii. He is also involved in insurance sales, offering fixed insurance products in addition to his advisory work. 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, access to model portfolios and third-party managers, and specialized services for retirement plan sponsors through a platform integrated with institutional resources and sub-advisory relationships.

Michael Manghum is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. He also owns Manghum Consulting LLC, which provides leadership training, teaching, life and business coaching, and financial literacy services. 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 delivers services through independent advisers using a platform that supports model portfolios, third-party managers, and discretionary management, with notable integration of institutional and retirement plan resources.

Kyle Dixon is a financial advisor with Mariner Independent, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is currently associated with Connect Wealth and 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 employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment entities.

James Shagawat is a CFP® and ChFC® with 20 years of industry experience. He is currently with Mariner Independent and has previously worked at The Baron Financial Group LLC, Shagawat Financial Advisors, LLC, and AdvicePeriod, LLC. Outside of his advisory work, he is a composer affiliated with the American Society of Composers, Authors and Publishers. 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 a range of portfolio management options and retirement plan services, integrating institutional and retirement resources through affiliated companies and third-party partnerships.

David Solomon is a CFP® with 25 years of industry experience, currently serving as Managing Partner at Carbon Wealth Management and working through Mariner Platform Solutions. His prior experience includes over two decades at Goldman Sachs & Co., as well as roles at LPL Financial and Gladstone Wealth Partners. He is a member of the Board of Trustees and Head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. 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 offers portfolio management, access to model portfolios and third-party managers, and retirement plan solutions supported by institutional resources and affiliated investment relationships.

Evan Beach is a CFP® professional with 16 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Madison Avenue Securities, Campbell Wealth Management, and LPL Financial. Outside of his advisory work, he owns Beach Consulting, through which he provides sales consulting and professional speaking engagements to universities and organizations. 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 advisor-managed and model portfolio approaches, integrating institutional resources and retirement plan services with access to third-party managers and alternatives.

Christopher Maxtone Graham is a financial advisor at Mariner Independent with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., and he is the founder of Vail Capital Management, LLC. He also serves as an active executor and co-executor for estates in Dallas, Texas. 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 offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment options.

Robert Malcolm IV is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Focus4Financial, and LPL Financial. Outside of advisory work, he is a co-owner of Bebco, Inc., a commercial real estate management entity. 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 a platform that integrates institutional resources and third-party managers.

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.

Jarrod Hart is a CFP® and ChFC® with seven years of experience in the financial services industry. He currently works at Mariner Independent and Fortitude Financial Partners and has held positions at firms including Commonwealth Financial Network and Northwestern Mutual. Hart serves as a Finance Board Member for Cornerstone Renter Equity in Cincinnati, OH. 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, access to model portfolios and third-party managers, and retirement plan services with an emphasis on institutional integration and fiduciary support.

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.