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PEOPLE BEHIND THE PRACTICE

Meet the Professionals. Do Your Checks.

A curated collection of 24 public profiles, with their original source dates and links. Inclusion is not a recommendation, current registration check or participation agreement.

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24 profiles in this curated collection · Alphabetical by name · Not a ranking

Andrew McDowell

Andrew McDowell

Managing Director & Senior Wealth Advisor

Mariner

Miramar Beach, Florida

Ask about this professional ↗Source snapshot: 2026-09-16. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.
Benjamin Wong

Benjamin Wong

Managing Director & Senior Wealth Advisor

Mariner

Pleasanton, California

Ask about this professional ↗Source snapshot: 2026-09-16. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.
Charles Zhang

Charles Zhang

Founder & President

Zhang Financial

Portage, Michigan

Ask about this professional ↗Source snapshot: September 16, 2026. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.
Dahlia Goldberg

Dahlia Goldberg

Managing Director & Senior Wealth Advisor

Mariner

Plano, Texas

Ask about this professional ↗Source snapshot: 2026-09-16. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.
Jana Shoulders

Jana Shoulders

Senior Wealth Advisor & Principal

Mariner

Tulsa, Oklahoma

Ask about this professional ↗Source snapshot: 2026-09-16. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.
Kate Kelly

Kate Kelly

Senior Wealth Advisor

Mariner

New York, New York

Ask about this professional ↗Source snapshot: 2026-09-16. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.
Patricia Kummer

Patricia Kummer

Senior Wealth Advisor & Principal

Mariner

Highlands Ranch, Colorado

Ask about this professional ↗Source snapshot: 2026-09-16. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.
Suzanne Wheeler

Suzanne Wheeler

Managing Director & Senior Wealth Advisor

Mariner

Amarillo, Texas

Ask about this professional ↗Source snapshot: 2026-09-16. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.
Valerie L. Newell

Valerie L. Newell

Principal & Senior Wealth Advisor

Mariner

Cincinnati, Ohio

Ask about this professional ↗Source snapshot: 2026-09-16. Confirm current role, office, registration, and availability directly. Inclusion does not imply participation or endorsement.

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