Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Scott M

CFP®, Series 65

Overland Park, KS

Mariner

Scott Mc Gehee is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner since 2018. His prior experience includes roles at The Trust Company and Reed Financial Services. He serves on the board of the Delta Upsilon Fraternity at Kansas State University and is a member of the advisory board for the Kansas State University Department of Personal Financial Planning. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services uncommon among large advisory enterprises.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Leanne W

Series 65

Brentwood, MO

Mariner

Leanne Wilhelm is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. Before joining Mariner, she held positions in the hospitality sector at Four Seasons Hotel and Resorts, The Crescent Hotel, and TownePlace Suites. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an investment committee and combines in-house research with third-party managers and platforms.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Nicole N

CFP®

Miramar Beach, FL

Mariner

Nicole Newland is a CFP® professional with six years of industry experience. She is currently with Mariner Wealth Advisors, where she has worked since 2023, after previous roles at Pinnacle Wealth Planning Services and Lynch Financial Group. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Cody D

CFP®, Series 66, Series 63

Scottsdale, AZ

Mariner

Cody Deane is a CFP® with 12 years of industry experience, currently with Mariner Wealth Advisors. Prior to joining Mariner, he held roles at Cetera, Enterprise Bank & Trust, and Charles Schwab. Outside of his advisory work, he owns an online store specializing in 3D printed goods. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal management team and combines in-house research with third-party manager allocations.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Timothy L

Series 63, Series 65

Park City, UT

Mariner

Timothy Lesko is a financial advisor at Mariner Wealth Advisors with 25 years of industry experience. He previously worked at Granite Investment Advisors, Inc. for 12 years before joining Mariner in 2021. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Lesko serves as Board Chair of the nonprofit Education for All Children. Mariner Wealth Advisors serves a diverse clientele including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Brian D

Series 66

Sarasota, FL

Mariner

Brian Dixon II is a financial advisor at Mariner with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, Wells Fargo Advisors, Merrill, Amazon.com, Bank of America, and other companies. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and tax and accounting integration, with customized, discretionary portfolios supported by in-house research and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Tanner H

Series 63, Series 65

Los Angeles, CA

Mariner

Tanner Hamilton is a financial advisor at Mariner with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at AdvicePeriod, LLC and Foresters Financial Services, INC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal research and portfolio management team and provides a range of investment strategies alongside integrated tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Rebekah F

CFP®, Series 66

Wilimington, NC

Mariner

Rebekah Fuller is a CFP® and holds a Series 66 license, currently with Mariner, where she has worked since 2023. She has prior experience at Goldfinch Wealth Management and Dehollander & Janse Financial Group. Before her financial advisory career, she spent nine years as a full-time parent. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and additional services such as tax coordination and Core Family Office offerings. The firm employs a discretionary, customized portfolio approach supported by a combination of in-house research and third-party managers, with integrated tax and administrative services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Joshua H

Series 65

Brookfield, WI

Mariner

Joshua Horner is a financial advisor at Mariner Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Northwestern Mutual and Kohl's. Outside of finance, he is involved in fashion design and manages a small merchandise and accessories business under YALO LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized portfolio management supported by internal research and third-party managers, along with integrated tax and accounting services and specialized financial wellness and family office solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Jonathan J

Series 66

Puyallup, WA

Mariner

Jonathan Jepsen is a financial advisor at Mariner with 23 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 17 years, followed by roles at Merrill and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, family office, and financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Jonathan S

Series 66

Wilmington, DE

Mariner

Jonathan Sepe is a financial advisor at Mariner with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and National Financial Network. Outside of finance, he has worked at The Golf Club at Middle Bay and Cabrini University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax and accounting integration as well as financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Amelia P

Series 66

Southern Pines, NC

Mariner

Amelia Penkiunas is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. She previously held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs, and Dyson Capital Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios combining in-house research with third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Robert S

Series 65

New York, NY

Mariner

Robert Sheehan is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior roles include positions at Stablepoint Partners and City Wide Facility Solutions of Boston. Outside of his advisory career, he has been involved with Del Fuego since 2019. Mariner serves a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and employer financial-wellness tools, combining in-house research with third-party manager allocations across a range of asset classes.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Sihun P

Series 65

Bellevue, WA

Mariner

Sihun Park is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, Park had roles at Tucker's Farm Corporation, Cintas, and several educational institutions including the University of Washington and multiple high schools. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Edward M

CFP®, Series 66

Austin, TX

Mariner

Edward Meyer is a CFP® and Series 66 holder with three years of industry experience. He is currently with Mariner in Austin, TX, having previously worked at Charles Schwab Bank, Charles Schwab, SVB Investment Services Inc., Silicon Valley Bank, Faurecia, Cummins, and Donner Aquatic Center. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charities, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across a wide range of strategies and integrates tax, accounting, and financial wellness services alongside portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Marcin C

CFP®, Series 65

Rochester, NY

Mariner

Marcin Ciolek is a CFP® with five years of industry experience currently advising at Mariner. He previously worked at Forte Capital LLC for seven years and Citi for three years. Outside of his advisory role, he serves on the board of Webster Montessori School in Webster, NY. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional services such as family office and employer financial-wellness tools.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

James S

Series 63, Series 66

Omaha, NE

Mariner

James Siemonsma is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Proequities, Inc. and Honkamp Krueger Financial Services. He also serves as a strategic advisor to Interact Solutions in Sioux Falls, SD. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Meredith R

CFP®

Houston, TX

Mariner

Meredith Rice is a CFP® professional with 19 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years at Patriot Wealth Management, Inc. She is based in Houston, TX. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of asset classes and strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Riley B

Series 65, Series 63

West Chester, OH

Mariner

Riley Blankenship is a financial advisor at Mariner with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Mariner, Riley held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized discretionary portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Brian R

CFP®, Series 65

Indianapolis, IN

Mariner

Brian Rykovich is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2024. His prior experience includes roles at Savant Wealth Management, Treybourne Wealth Planners, CH Douglas & Gray, and Bedel Financial. Mariner serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios overseen by an Investment Committee and provides integrated tax, accounting, and administrative CFO capabilities uncommon among similarly sized advisory firms.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")