Martha Wiles is a Series 66-licensed financial advisor with 11 years of industry experience. She has been with Mariner since 2018 and previously worked at Vantage Investment Advisors, Montage Securities, Montage Investments, OneLife Kansas City, and Woodside Health & Tennis Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized portfolios alongside distinctive tax, accounting, and financial wellness solutions.

Lonny Greenberg is a CFP® with 16 years of industry experience, currently serving at Mariner. He previously worked for Singer Xenos Wealth Management for nine years before joining Mariner in 2019. Greenberg is involved with AMI Kids, attending board meetings and events periodically. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining internal research with third-party allocations, and provides integrated tax, accounting, and financial wellness services uncommon for firms of its size.

Charles Dees is a CFP® and CFA® affiliated with Mariner Wealth Advisors in Sarasota, FL, with five years of industry experience. His prior work experience includes roles at Allegiant Private Advisors, BB&T, Citi Group, and Marshall University. Mariner Wealth Advisors 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 utilizes customized discretionary portfolios supported by internal research and third-party managers, and offers integrated tax and accounting services alongside specialized financial wellness and family office solutions.

Morgan Strange is a CFP® and Series 65-licensed advisor with Mariner in New Albany, IN, bringing five years of industry experience. He has held roles at several firms including Triad Advisors and Martin Financial Group prior to joining Mariner. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides extensive tax integration and administrative CFO capabilities alongside traditional portfolio management.

Peter Chak is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, and has prior experience at J.P. Morgan Securities, First Republic Investment Management, and Merrill. Outside of his advisory work, he is a silent investor in a boba drink shop. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, and retirement consulting. The firm offers customized, committee-overseen portfolios combined with tax services and financial wellness tools, distinguishing it within large advisory enterprises.

James Yanelli is a financial advisor at Mariner with 29 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes over a decade with Cambridge Investment Research. Outside of advisory work, he has been an independent insurance agent. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a wide range of strategies, including alternatives and digital assets, supported by integrated tax and accounting capabilities.

Daniel Tucker is a CFP® professional with 36 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. He has also been involved with Msec, LLC since 2012. Tucker serves on the board of directors for Chariots 4 Hope, a nonprofit providing vehicles to low-income families. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by internal research and third-party managers, and provides specialized offerings including ERISA 3(38) retirement plan solutions and integrated tax and accounting services.

Steven Moyer is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mariner Wealth Advisors, Sfg Investment Advisors, Everence Trust Company, and ProEquities, Inc. He is a board member of Grantd Equity Inc., an advisory role unrelated to investment activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with external managers to offer customized portfolios and integrates tax, accounting, and administrative CFO services uncommon among firms of its size.

Mitchell Spinneberg is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at AdvicePeriod, LLC and the University of San Diego. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios with in-house research and third-party managers.

Anthony Bruns is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. He previously worked at Pinnacle Financial Advisors for 16 years. Bruns is a member of the Episcopal Retirement Services Investment Committee. 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 integrated tax and family office services, employing discretionary, customized portfolios overseen by an internal investment committee.

Ryan Nguyen is a financial advisor at Mariner with Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at West Wealth Group, JPMorgan Chase Bank, J.P. Morgan Securities, and Guardian Life Insurance Company. He is also an independent licensed insurance agent specializing in life, accident, and health insurance in California. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by an internal management team and third-party managers, and provides integrated tax, accounting, and financial wellness services uncommon for a firm of its size.

Maxim Pogorelov is a financial advisor with Mariner holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at UBS Financial Services and Swarthmore College. 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 in-house research and third-party managers, and integrates tax and accounting services alongside portfolio management.

Cordell Hollensteiner is a Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Al Gustin Golf Course and six years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm implements customized portfolios supported by an internal investment team and provides integrated tax, accounting, and financial wellness services.

Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including 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 implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Taylor Hindle is a CFP® professional with 10 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to that, he held roles at Aldrich Wealth LP, Tate Asset Management, and Fidelity. He serves on the Board of Directors for Lifeline Community Services in Vista, CA. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and offers extensive tax, accounting, and family office services alongside traditional portfolio management.

Jonathon Pennline is a CFP® with one year of experience, currently advising at Mariner Wealth Advisors. He previously spent 12 years at Bank of New York Mellon Corporation. Mariner serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolio strategies supported by both internal and third-party managers.

Steven Lockshin is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B+ Institutional Services, AdvicePeriod, Convergent Wealth Advisors, and Lydian Wealth Management Company. Outside of advising, he is involved in several non-investment roles including board membership at Harlem Lacrosse and Refill It, Inc., as well as developing estate planning software through OpenAdvisor Technologies, Inc. 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 combines internal research with third-party managers to create customized, discretionary portfolios and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Luke Sanderson is a financial advisor at Mariner holding a Series 65 designation with less than one year of industry experience. Prior to joining Mariner, he held positions at several companies including Cintas and Ohio State University Alumni Association. Mariner serves a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement consulting, tax services, and other financial solutions through discretionary, customized portfolios supported by an internal research and portfolio management team.

Douglas Perry is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors and Cascadia Wealth Management. Perry also sells life, disability, annuities, and long-term care insurance as an insurance agent. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios overseen by an Investment Committee and offers integrated tax services, Core Family Office solutions, and employer financial-wellness tools.

Charles Salvo is a financial advisor at Mariner in Manasquan, NJ, holding a Series 65 designation with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at BNY Mellon Wealth Management from 2016 to 2018. Mariner serves a broad client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized portfolio management supported by an internal team and an Investment Committee, with integrated tax, accounting, and family office services that distinguish it from other large advisory enterprises.