Meet our team
of certified experts
Each one of our advisors are experts in specific practices.
Find an advisor that's right for you today and then click to learn more about them.
Jason McElwee, AIF
Managing Director, National Sales and Co-Founder Montage Investments/Mariner Wealth
ClearPath Advisory Board
Jason’s background includes more than two decades of experience providing wealth advice and generating sales within the financial services industry. Jason was a Co-Founder of Montage Investments/Mariner Wealth Advisors and served as a senior wealth advisor there, where he led the efforts of the business development and retirement plan services teams. Before leaving to found Mariner, Jason spent more than 13 years at A.G. Edwards.
Ashleigh Lang-Petersen | Wealth Management Assistant | Email
Kimberly Filkins | Accountant | email@example.com
Alfred Canteruccio | CPA | firstname.lastname@example.org
Teresa Raines | CPA | email@example.com
Judy Washburn | Accountant | firstname.lastname@example.org
Kem Haselden | Accountant | email@example.com
Barbara Smith | Accountant | firstname.lastname@example.org
Heather Colburn | Accountant | email@example.com
Betsy Epps | Office Manager | firstname.lastname@example.org
Iris Edwards | Accountant | email@example.com