Frances Cronlund is a CFP® professional with 21 years of experience in financial advising, currently with Mariner. Her prior roles include positions at Integrity Alliance, Curi RMB Capital, Lion Street Financial, and First Citizens Bank. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering customized investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Aubree Pixley is a Series 65-licensed advisor at Mariner with four years of industry experience. She has been with Mariner since 2015, holding roles within the firm throughout that time. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and family office services, utilizing customized portfolios supported by in-house research and third-party managers.

Ashley Renelt is a financial advisor at Mariner with seven years of industry experience. She holds a Series 65 designation and previously worked at Foundations Wealth Management for six years. Outside of advising, Ashley is also a part-time chiropractor at Adam Renelt, DC PC. 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 employs discretionary, customized portfolio strategies supported by an internal team and third-party managers and integrates tax and accounting services uncommon for a firm of its size.

Gregory Ebeyer is a CFP® with 23 years of experience in the financial industry. He is currently with Mariner and previously worked at TIAA-CREF and TIAA for nine years. Based in New York, NY, he holds Series 63 and Series 65 licenses. 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 coordinated tax services, implementing customized portfolios supported by both internal research and third-party managers.

Tamara Humphries is a financial advisor at Mariner Wealth Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner since 2021, previously spending ten years at Sapient Private Wealth Management, LLC. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios, combining in-house research with third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Coleman Chamarro is a financial advisor at Mariner in Canton, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Janney Montgomery Scott LLC, Valmark Securities, Inc., and JPMorgan Chase Bank. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

Amanda Simmons is a CFP® at Mariner with experience in the financial industry dating back to 2020. She has worked at Mariner since 2022 and previously held roles at Fidelity Investments and County National Bank. Prior to her finance career, she held positions in education and various other industries. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting capabilities.

Lawrence Sacks is a financial advisor at Mariner Wealth Advisors with 15 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Mariner since 2019, following eight years at Snow Creek Wealth Management. Outside of his advisory role, he serves as Treasurer of Sherith Israel Synagogue and is President of the James W Pickle Charitable Foundation, a nonprofit providing medical equipment. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and family office services. The firm’s investment approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and a wide range of strategies, alongside comprehensive tax and accounting services.

Jacob Jones is a Certified Financial Planner® with 10 years of industry experience. He has worked at Mariner since 2020 and previously held roles at Northwestern Mutual Wealth Management Company and affiliated Northwestern Mutual entities from 2015 to 2020. Mariner serves a wide range of clients, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.

John Grego is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Mariner since 2023 and previously spent 13 years with THE Vanguard Group, Inc. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary, customized portfolios overseen by an Investment Committee with integrated tax and accounting capabilities, including administrative CFO services and a Financial Wellness Platform for employer clients.

Christopher Caradec is a financial advisor at Mariner with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce Fenner & Smith Incorporated for 14 years. Caradec is based in Fort Washington, Pennsylvania. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to implement customized portfolios.

Brian Kearney Spaw is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has been with Mariner Wealth Advisors since 2017 and previously worked at the University of Kansas from 2016 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios combining in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Jason Monteleone is a CFP® professional with 14 years of industry experience, currently advising at Mariner since 2010, including its predecessor entity Mariner Wealth Advisors-NYC, LLC. He holds the Series 66 designation and is based in New York, NY. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, and features integrated tax, accounting, and family office services uncommon for a firm of its size.

Timothy Skelton II is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He is currently with Mariner Wealth Advisors and has previously worked at Bank of America, Merrill, and CAPTRUST among other firms. 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 provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities.

Virgil Wimberly is a financial advisor at Mariner with 19 years of industry experience and holds a Series 66 designation. He has worked at Mariner Wealth Advisors since 2022 and previously spent multiple years at Financial Engines Advisors L.L.C. and Beaumont Financial Partners, LLC. Mariner serves a wide range of clients including 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 integrated tax and family office services, utilizing both in-house research and third-party managers across various asset classes and strategies.

Ellen Peifer is a financial advisor at Mariner Wealth Advisors with the PFS™ designation and Series 63 license. She has four years of industry experience and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. 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 services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness tools.

Daniel Flanagan is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Mariner since 2025 and previously held roles at Empower Advisory Group, Personal Capital, and Princor Financial. Outside of advisory firms, he spent time working part-time in home making and landscaping in 2017. Mariner serves a diverse client base, including individuals, pensions, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external strategies across equities, fixed income, alternatives, and digital assets, and provides integrated tax and administrative family office services uncommon in firms of its size.

Jonathon Bresnen is a CFA® charterholder based in Cincinnati, OH, with 12 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent six years at RiverPoint Capital Management. He serves as a member of the Board of Trustees for the Cincinnati Parks Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers across a range of strategies and offers specialized capabilities such as tax integration and employer financial-wellness solutions.

Peyton Wood is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, Wood held various roles at George Fox University and Aldrich Wealth, among other positions. Outside of advising, Wood has been involved with Trampoline Zone since 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal and third-party research and offers integrated tax, accounting, and CFO services alongside traditional portfolio management.

David Martin is a CFP® professional at Mariner with 26 years of industry experience. His career includes roles at E*Trade Securities, E*TRADE Capital Management, and Charles Schwab prior to joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers to provide discretionary portfolios and maintains specialized tax and financial wellness capabilities uncommon at its enterprise scale.