Andrea Motter is a financial advisor at Mariner with a Series 65 credential and experience spanning roles at Mariner, Woodlands Bank, Lock Haven University, and Central Mountain High School. She has been with Mariner since 2021. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers, and provides specialized services such as tax compliance, administrative CFO capabilities, and a financial wellness platform for employers.

Jonathan Straub is a financial advisor at Mariner with 22 years of industry experience. He holds a Series 65 credential and has worked at Mariner since 2022, following eight years at B+ Institutional Services, LLC and AdvicePeriod, LLC. Outside of his advisory role, he is involved with OpenAdvisor Technologies, Inc., where he contributes to the development of estate planning and legal documentation software, and serves as a director at Accelerant Law, PLLC, an estate planning law practice. Mariner serves a broad 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’s investment approach combines customized discretionary portfolios managed by an internal team and Investment Committee with allocations to third-party managers, covering a wide range of asset classes and strategies.

Kirk Boster is a CFP® with 21 years of industry experience, currently serving at Mariner and Msec, LLC. He has been with Mariner Wealth Advisors since 2010 and Msec, LLC since 2011. His practice includes providing retirement plan consultation. Mariner serves a wide range 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, and tax and family office services, employing discretionary, customized portfolios supported by in-house research and third-party managers.

Jason Rasmussen is a CFP® professional with 21 years of industry experience. He currently works at Mariner and has held previous roles at Soltis Investment Advisors, SlateStone Wealth, Capital Markets IQ, and Surety Wealth Management. Mariner is an enterprise firm serving a diverse client base that includes individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs a discretionary, customized investment approach supported by internal research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among firms of its scale.

Luke Prestholt is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is involved in buying and selling sports cards and memorabilia. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and CFO capabilities along with a Financial Wellness Platform for employer clients.

Luke Vandermillen is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds a Series 63 designation and previously worked at Principal Securities and Principal Life Insurance for over three decades. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm emphasizes customized portfolio management supported by an internal investment team and offers integrated tax, family office, and financial wellness services uncommon among large advisory firms.

Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

Paul Beard is a CFP®-certified financial advisor with five years of industry experience, currently associated with Mariner Wealth Advisors. His prior roles include positions at Cetera Advisors and Cascadia Wealth Management. Beard is also linked to MSEC, LLC. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, and institutional clients, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on tax and accounting integration uncommon in large advisory enterprises.

Andrew Thompson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Truepoint, Inc. and Charles Schwab in various roles spanning eight years. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions uncommon among firms of its size.

Riasat Irtiza is a Series 66-licensed financial advisor with two years of industry experience, currently with Mariner in Los Angeles, CA. His prior roles include positions at Ses LLC, Royal Alliance Associates, INC., Seia LLC, and HCR Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party management, and provides specialized offerings such as Core Family Office services and a Financial Wellness Platform for employer clients.

Addison Ni is a financial advisor at Mariner in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Mariner, Ni worked at Northern Trust and Northwestern Mutual. Outside of finance, Ni has experience in the hospitality and restaurant industries. 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 discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Zubair Khan is a financial advisor at Mariner with 17 years of industry experience. He holds CFP® and CFA® designations and has previously worked at Glass Jacobson Investment Advisors, Azzad Asset Management, Hanscom Federal Credit Union, and LPL Financial. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, Core Family Office offerings, and employer financial-wellness tools.

Chad Weatherman is a Certified Financial Planner® with 11 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. His prior roles include positions at Beacon Pointe Advisors, DMJ Wealth Advisors, and Millennial Wealth Design. Mariner Wealth Advisors serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolio solutions and maintains integrated tax and accounting services uncommon for a firm of its size.

Michael Bukata is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Mariner in 2020, he worked at Bank of America and Merrill from 2009 to 2020. Outside of his advisory role, he is an owner of a rental property on Johns Island, South Carolina. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with integrated tax and accounting services that are uncommon among large advisory enterprises.

Ann Erskine is a financial advisor at Mariner with 20 years of industry experience. She holds a Series 66 designation and has worked at Waddell & Reed, Inc. and Ivy Funds Distributor, Inc. for 16 years. Outside of advisory work, she serves as Vice President of Compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Kealan Hatfield is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Before joining Mariner, he worked at Marriott and Stock Yards Bank & Trust. Mariner serves a broad mix of clients, 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 discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Angelyn Rosson is a financial advisor at Mariner with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various Mariner entities since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and financial wellness solutions uncommon in large advisory enterprises.

Jeffrey Hough is a financial advisor at Mariner with five years of industry experience. He holds a Series 63 designation and previously worked at Forte Capital LLC for eighteen years. He serves as a board member of Boardwalk Securities Corp, a trust company based in Wilmington, Delaware. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers comprehensive services such as investment management, financial planning, retirement plan consulting, coordinated tax services, and family office capabilities, employing a discretionary, customized portfolio approach supported by in-house research and third-party managers.

John O Connell is a financial advisor at Mariner with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America, Inc., Coin Metrics Inc, Bitooda Technologies, and AB Quarters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal team and an investment committee, with services that include tax integration, family office capabilities, and employer financial wellness tools.

Richard Seyfried Jr. is a financial advisor at Mariner with six years of industry experience and holds a Series 66 designation. Prior to joining Mariner in 2025, he worked at Bank of America and Merrill. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines discretionary, customized portfolios with in-house research and third-party allocations, and provides integrated tax and accounting services uncommon for a firm of its size.