Brodie Hinkle is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2017. Prior to Mariner, he worked at Charles Schwab and Charles Schwab Bank in 2016 and 2017. 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 an internal team and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Charles Sacco is a CFP®-certified financial advisor with ten years of industry experience, currently affiliated with Mariner in New York, NY. His prior roles include positions at Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and JPMorgan Chase Bank. He is also the owner of Saccos Securities LLC, an entity focused on general business administration outside of investment activities. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both internal research and third-party managers.

Gwyn Felder is a financial advisor at Mariner with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations by providing investment management, financial planning, retirement plan consulting, and access to various pooled investments and third-party managers. The firm integrates tax and accounting services and offers specialized family office and employer financial wellness solutions alongside its customized portfolio management approach.

Manida Alarcon is a financial advisor with Mariner Wealth Advisors in New York, NY, holding four years of industry experience. She has been with Mariner Wealth Advisors since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through services such as investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with tax and accounting integration, offering additional services like Core Family Office and employer financial-wellness tools.

Tobias Bond is a CFP® professional with 10 years of industry experience, currently serving at Mariner Wealth Advisors since 2016. He is based in Plano, TX. Mariner serves a diverse client base 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 services, combining in-house research with third-party managers to implement customized portfolios.

Alexander Krueger is a Series 65 licensed financial advisor with Mariner, where he has worked since 2025. He has four years of industry experience, including seven years at C. C. Dunnavan & Co., Inc. Outside of his financial career, Krueger serves as an assistant coach for the Armstrong Cooper Youth Hockey Association, working with middle school players. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and internal research, and it integrates in-house tax and accounting services along with specialized family office and employer financial wellness solutions.

Megan Brozowski is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2015. She holds a Series 65 license and is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios with integrated tax and accounting services, as well as unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

Kristen Hopkins is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. She previously worked at The Legacy Financial Group, Inc. and has served as a Board Intern for YMCA Tulsa Inc. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through customized investment management, financial planning, and retirement plan consulting, supported by integrated tax and accounting services and a variety of portfolio strategies.

Jennifer Krizka is a financial advisor at Mariner, holding a Series 65 credential with experience beginning in 2024. Prior to joining Mariner, she was involved with ESPO Engineering Corporation and held various roles related to education. She volunteers as an assistant coach for the Oakland University softball team, focusing on coaching the catchers. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal management team and third-party managers, and it provides integrated tax and accounting services alongside operational CFO capabilities and a financial wellness platform.

Faith Xenos is a CFP® with 41 years of industry experience, currently serving as an advisor at Mariner. She previously worked at Singer Xenos Wealth Management and Singer Xenos Securities Corp. for nearly three decades. Outside of her advisory role, she is the deputy director of outreach and development for Lotus House Women’s Shelter, a nonprofit organization. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized family office and financial wellness solutions.

Andrew Mcdowell is a CFP® professional at Mariner Wealth Advisors with 12 years of industry experience. He worked at Arbor Wealth Management, LLC for nine years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, coordinated tax services, and family office capabilities, employing discretionary, customized portfolios supported by both internal research and third-party managers.

Douglas Carroll is a CFP®-certified financial advisor with eight years of industry experience, currently with Mariner Wealth Advisors in Houston, TX. He previously worked at SMS Capital Management and MPR Associates. Carroll serves as treasurer for the Woodland Heights Community Association. Mariner Wealth Advisors 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 team and third-party managers, with a notable integration of tax and accounting services.

Benito Ibarra Jr. is a financial advisor at Mariner with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at firms including New York Life and Northwestern Mutual. Outside of his advisory role, he serves as a board member for the Medical Organization of Latino Advancement, a nonprofit supporting Hispanic/Latino health professionals. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and family office services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and provides integrated tax services and financial wellness tools uncommon in large advisory enterprises.

James Dunn is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, he worked at Edelman Financial Engines for eight years and has experience in higher education at the University of Missouri Kansas City. 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 combines in-house research with third-party managers to implement discretionary, customized portfolios and provides integrated tax, accounting, and family office services.

Ethan Cordray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2019. He previously worked at Northwestern Mutual in various roles from 2015 to 2019. He is a board member of Newview Oklahoma, a nonprofit organization supporting the blind and vision impaired. 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 discretionary, customized portfolios supported by an internal team and external managers, with capabilities spanning equity, fixed income, alternatives, and retirement plan solutions, alongside integrated tax and family office services.

Dan Kronmal is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2014 to 2021. 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 customized discretionary portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Timofey Drozdov is a financial advisor at Mariner with four years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Focus Financial, Royal Alliance, and other financial institutions. 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 a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for firms of its size.

Lindsey Serrano is a Series 65-licensed financial advisor at Mariner with nine years of industry experience. She has been with Mariner Wealth Advisors since 2016. Serrano serves as a board member for the Epilepsy Foundation of Missouri and Kansas, where she participates in monthly meetings and assists with fundraisers and committees. Mariner serves a diverse client base including individuals, pensions, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm combines bespoke portfolio management with in-house research and third-party strategies, and provides integrated tax and accounting services alongside administrative family office and employer financial wellness solutions.

Steven Christensen is a CFP® professional at Mariner with 10 years of industry experience. He previously worked at Green Leaf Trust for seven years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios and offers integrated tax, accounting, and family office services uncommon for an enterprise of its size.

Jonathan Lohman is a Series 65 licensed advisor at Mariner with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent a decade with Commonwealth Advisory Group, Ltd. in various roles. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and is notable for its integration of tax, accounting, and administrative family office capabilities.