Gregory Dow is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Mariner and Msec, LLC, having previously worked at BMO Asset Management Corp., Foreside Financial Services, and Henderson Global Investors. Mariner serves a wide range of clients, including 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 in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Herbert Pease is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His previous roles include positions at Cavu Wealth Advisors, HSBC Securities, HSBC Bank, and Charles Schwab. Outside of his advisory work, he is involved in several community and youth organizations, including serving as president and board member of the West Coast Greco Regional Training Center and as an assistant wrestling coach at De La Salle High School. Mariner Wealth Advisors serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines discretionary, customized portfolios overseen by an internal investment committee with integrated tax, accounting, and financial wellness services.

Thomas Kozney is a financial advisor at Mariner with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial Services and TD Ameritrade. Kozney has been with Mariner since 2019. Mariner serves a diverse client base through investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Zachary Reichman is a financial advisor at Mariner with one year of industry experience and holds a Series 66 credential. He previously worked at Equitable Advisors, LLC and has a diverse background including roles at First Service Residential, Luxury Council, and Penn State University Campus Recreation. 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, and coordinated tax and family office services, implementing customized portfolios with both in-house research and third-party managers.

Richard Chaffee is a financial advisor with Mariner, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Mariner Wealth Advisors and Mariner Institutional since 2022 and 2024 respectively, as well as prior positions at Northwestern Mutual Wealth Management Company and Empower. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a customized, discretionary portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and operational services uncommon for a firm of its size.

Robert Lee is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of Schoolday, Inc., an education technology company, and Verotouch, LLC, a construction and manufacturing technology firm. 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 discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers.

Scott Howe is a financial advisor at Mariner with Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Mariner in 2023, he worked at Candriam, Forester Capital LLC, and AllianceBernstein L.P., with periods of unemployment in between. 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 portfolios supported by an internal management team and offers a broad range of investment strategies along with integrated tax and administrative services.

Joseph Hricovsky is a financial advisor at Mariner with a Series 65 credential and experience beginning in 2024. His prior roles include a position at Truepoint and various periods of full-time education. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and other financial services. The firm employs discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party manager allocations, while also providing extensive tax and accounting integration and specialized operational capabilities.

Amy Zinniel is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at Boyum Barenscheer for five years before joining Mariner Wealth Advisors in 2020. Outside of her advisory role, she owns and manages an investment-related rental property. 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 in-house research with third-party managers to implement customized portfolios and provides unique administrative and financial wellness solutions.

Cameron Kerkes is a CFP® professional with three years of industry experience currently affiliated with Mariner. He has prior experience at Vanguard Group and its affiliates and serves as a paralegal specialist in the Virginia Air National Guard, providing legal services to military personnel. Mariner serves a diverse clientele including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting, offering customized portfolios supported by in-house research and third-party managers along with integrated tax and accounting services.

Jeremiah Griffith is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously at Authent Advisors, Inc. and Moss Adams Wealth Advisors LLC. He served in the US Army National Guard for six years. Griffith also serves as Director of Marketing on the board of the Financial Planning Association of San Francisco. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Alan Bonde is a financial advisor with Mariner in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at AdvicePeriod, LLC and GenSpring Family Offices, LLC. 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 uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Alexander Blanco is a CFP® with 12 years of industry experience. He is currently with Mariner and has also worked at United Capital Financial Advisers, LLC, and Westport Resources. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, tax services, and family office solutions. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside operational financial wellness tools.

Sherri Hazell is a financial advisor at Mariner with 22 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Mariner Wealth Advisors since 2006 and Msec, LLC since 2011. Mariner serves a diverse client base including individuals, high-net-worth households, retirement plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting capabilities, which is uncommon among firms of its scale.

Hannah Poss is a financial advisor at Mariner with a Series 65 credential. She has experience working at PricewaterhouseCoopers, LLP for seven years and joined Mariner in 2026. Prior to her professional career, she was affiliated with the University of Minnesota for four years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides a range of strategies across equities, fixed income, alternatives, and digital assets, while also delivering integrated tax and accounting services uncommon for firms of its size.

Camilo Salazar is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at firms including Deutsche Bank and Bowman Financial Strategies. Outside of advising, he was involved with a restaurant business, SuperPerros Colombian Restaurant, from 2016 to 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized family office capabilities.

Colin Coine is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Mariner and has previously worked at Waverly Advisors, LLC, StrategIQ Financial Group, LLC, Thrivent, and held roles outside of finance, including five years with the U.S. Soccer Federation. Mariner serves a wide range of clients, 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 customized portfolios and provides integrated tax and accounting services alongside administrative CFO capabilities.

Anthony Vernale is a CFA® charterholder with five years of industry experience. He is currently with Mariner and previously worked at Atlantic Wealth Partners, LLC, and Highbridge Capital Management, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal management team and third-party managers, combining equity, fixed income, alternatives, and digital assets strategies alongside integrated tax and administrative CFO services.

Bruce Kusmin is a financial advisor with Mariner in Overland Park, KS, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Mariner Wealth Advisors since 2006 and is also associated with Msec, LLC since 2011. Kusmin serves as a board member of the Global Orphan Project and the Joshau Center, both nonprofit organizations. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs discretionary, customized portfolios supported by internal research and third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Kristin Fishbaugh is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, she spent five years at RiverPoint Capital Management. She holds various board positions, including Treasurer, at the Cincinnati Ballet. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm employs discretionary portfolios combining in-house research with external managers and offers integrated tax, family office, and financial wellness services.