Stephen Cash is a CFP® and Series 66 licensed advisor with 11 years of industry experience. He currently works at Mariner Independent and has held prior roles at Advisors Capital Management, LPL Financial, and Private Advisor Group. Mariner Independent serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. With a network of 119 advisers, the firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a variety of investment tools and affiliated businesses.

Eric May is a CFP® professional with three years of industry experience, currently serving at Mariner Independent in Dubuque, IA. His prior work includes roles at Dubuque Bank & Trust and America Trust & Savings. He is also the owner of Intersect Wealth Advisors, LLC, offering investment 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 employer-sponsored retirement plans. The firm supports both model portfolios and advisor-level discretionary management, and integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Daniel Saladino is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Independent in Chicago, IL, where he also has an advisory role through Archiwealth. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a range of investment tools and offers integrated access to custody, retirement plan consulting, and alternative investment channels through its affiliated businesses.

Edward Pipkin Jr. is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Ameriprise, American National Bank of Texas, and LPL Financial. He is also involved with Xtramile Financial Group and DPL Financial Partners, offering investment and insurance solutions. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a multi-team approach with a broad array of investment tools and affiliated businesses, including a trust company and institutional pension consulting affiliate, to provide integrated financial planning and portfolio management services.

Douglas Coe is a CFP® professional with 17 years of industry experience. He is currently affiliated with Mariner Independent and previously worked at Valic Financial Advisors for 15 years. Outside of his advisory role, Coe holds ownership interests in an oil and gas investment LLC and a conservation easement investment group. 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 manager access, and retirement plan services through an integrated platform supported by institutional and sub-advisory resources.

Patrick Shaw is a CFP® with 20 years of industry experience, currently affiliated with Mariner Independent. He has worked at Fortitude Financial Partners and Mariner Platform Solutions since 2024 and was previously with Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives who utilize firm-built model portfolios, customized discretionary portfolios, and a broad range of investment tools.

Ethan Bowling is a CFP® and ChFC® with nine years of industry experience. He is affiliated with Mariner Independent and Alinity Wealth Management, where he offers investment services through Mariner Platform Solutions. His prior experience includes roles at Northwestern Mutual and Matthew P Kubicek. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives, offering both model and customized discretionary portfolios supported by in-house and third-party resources.

Brian Hill is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Commonwealth Financial Network, Strategic Path Retirement, Householder Group Estate & Retirement Specialists, and LPL Financial. He is also 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 retirement plans. The firm offers portfolio management through independent advisers, model portfolios, and access to third-party managers, with notable integration of institutional and retirement plan resources.

Kevin Peterson is a CFP® with 15 years of industry experience, currently serving as an advisor at Mariner Independent. His prior roles include positions at Connect Wealth, Mutual Advisors, LLC, and Valic Financial Advisors. Outside of his advisory work, he coaches the golf team at Broadneck High School in Annapolis, MD. 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 retirement plan services through a platform that integrates institutional and retirement resources.

William Munro III is a financial advisor at Mariner Independent with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 23 years. Since 2024, he has been associated with Kinney Munro Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to 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 capabilities.

Benjamin Kurtis is a financial advisor with Mariner Independent based in Bellingham, WA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Mariner, he worked at Peniel Solutions, LLC for eight years. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors.

Charles Boulware is a CFP® with 28 years of industry experience currently affiliated with Mariner Independent. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, spanning over a decade. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting through a network of over 100 advisors. The firm combines in-house and third-party resources to provide a broad range of investment strategies and maintains affiliated businesses including a state-chartered trust company and an institutional pension consulting affiliate.

Alison Roth is a CFP® and CFA® with five years of industry experience. She is currently with Mariner Independent and has worked at several firms including Mariner Wealth Advisors, AdvicePeriod, LLC, Apexium Financial, Altfest Personal Wealth Management, and Payden & Rygel. 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, model portfolios, and discretionary management supported by institutional and retirement plan resources through affiliated entities and third-party partnerships.

Paul Burns is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has worked at Corebridge Financial and Valic Financial Advisors from 2012 to 2024 and currently serves with Mariner Platform Solutions and Connect Wealth. Mariner Independent serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers a broad range of investment services using firm-built models and customized portfolios, supported by affiliated entities such as a state-chartered trust company and institutional pension consulting affiliate.

Andrew Douille is a Series 65-licensed financial advisor with Mariner Independent, based in Westlake Village, CA, and has two years of industry experience. His work history includes roles at AdvicePeriod and Investment Operation 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 relationships.

Jacqueline Lewis is a CFP® with 23 years of experience in the financial industry. She is currently affiliated with Mariner Independent and serves as a director at Wealth with Options. She has previously worked with Wells Fargo Clearing and AdvicePeriod, LLC. Lewis is a board member of Ronald McDonald House San Diego, a charitable organization. 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’s platform supports model portfolios, discretionary management, and offers retirement plan services with institutional resources and affiliated investment options.

Cheryl Sutter is a financial advisor at Mariner Independent with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and American National Bank of Texas. She is also involved with Xtramile Financial Group, offering investment 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 offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Luke Preaus is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Regent Private Wealth, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in life coaching through Panoplia Holdings LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. 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 through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Alyssa Tacconelli is a Series 65-licensed financial advisor at Mariner Independent with one year of industry experience. Her prior work includes roles at Edward Jones and Kovitz Investment Group Partners, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.