Scott Zimmerman is a CFP® professional at Mariner with 13 years of industry experience. He has worked at firms including JP Morgan Securities, UBS Financial Services, and SIP. 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 employs customized discretionary portfolios overseen by an Investment Committee and provides integrated tax, accounting, and financial wellness solutions.

Kevin Ward is a financial advisor with Mariner, holding a Series 65 designation and 10 years of industry experience. He has been with Mariner Wealth Advisors since 2014. 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, coordinated tax services, family office functions, and employer financial wellness tools, utilizing customized discretionary portfolios supported by both in-house research and third-party managers.

Michael Reynolds is a financial advisor at Mariner with six years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Mariner, Reynolds worked at Insight Strategic Wealth LLC and Helen Hudson Boring CPA, and he also taught at Pellissippi State Community 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 utilizes customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting services alongside traditional portfolio management.

Philip Ricasata is a CFP® with 26 years of industry experience, currently serving at Mariner since 2026. He previously worked at Creative Planning for eight years and Walpole Financial Advisors for two years. Outside of his advisory role, he co-owns an Amazon reselling business with his spouse. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services alongside its portfolio management capabilities.

Meredith Woods is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and two years of industry experience. Her prior roles include positions at Refusing to Settle, LLC, Gordon Management, LLC, and Meredith Rawlings Professional Coaching. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to create customized portfolios and provides integrated tax and accounting services alongside its portfolio management.

Patrick Housen is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He has been with Mariner since 2014 and previously worked at Lincoln Investment and Capital Analysts Incorporated. Outside of advisory work, he owns an LLC that invests in a franchise store. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, 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 maintains integrated tax and accounting capabilities alongside administrative CFO services.

Grant Palmer III is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner since 2026. Prior to this, he spent 15 years at Waypoint Wealth Management and has been a partner and shareholder at Callan & Palmer LLP, an accounting firm, since 1988, where he devotes part of his time to CPA practice. 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 employs customized discretionary portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting capabilities uncommon for a firm of its size.

Sandy Guidicianne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She is currently with Mariner Wealth Advisors and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and specialized family office and employer financial wellness solutions, combining in-house research with third-party strategies.

Zachary Joiner is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Mariner and has previously worked at Spire Wealth Management, Meredith Wealth Planning, Parkside Financial, Archford Capital Strategies, and Cambridge Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and employer financial wellness solutions.

Douglas Barker is a CFP®-certified financial advisor at Mariner with 12 years of industry experience. He previously worked at First Western Trust Bank for five years and was self-employed for one year before joining Mariner in 2021. Mariner serves a diverse client base, including high-net-worth 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 to implement customized portfolios and provides integrated tax, accounting, and administrative CFO capabilities alongside traditional portfolio management.

John Powers is a financial advisor at Mariner with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co., Incorporated for over 16 years combined. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and an internal management team, integrating tax and accounting services alongside traditional portfolio management.

James Cole is a financial advisor at Mariner with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including First Horizon Advisors and BOK Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and integrated tax and accounting support. The firm employs a discretionary, customized portfolio approach backed by internal research and third-party managers, and provides specialized solutions like ERISA 3(38) retirement plans and a Financial Wellness Platform for employers.

Elise Schulok is a CFP® and holds a Series 65 registration, currently serving as a financial advisor with Mariner Wealth. She has three years of industry experience and previously worked at Cassady Schiller Wealth Management and Cassady Schiller CPA and Advisors. Schulok is based in Cincinnati, OH. Mariner Wealth 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 investment team and integrates tax and accounting services alongside traditional wealth management.

Christina Horan is a CFP® professional with 14 years of industry experience, currently advising clients at Mariner Wealth Advisors since 2021. Prior to joining Mariner, she worked at LPL Financial for seven years. She holds a Series 63 license and is based in Nashville, TN. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized, discretionary portfolio management supported by an internal investment committee and integrates tax and accounting services alongside retirement plan consulting and other financial solutions.

Elizabeth Duchak is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for six years. She serves on the PR committee of the Women's Board of Pittsburgh, a charity focused on supporting women and children in the region. Mariner serves a broad range of clients, 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, with a notable integration of tax and accounting services and administrative family office capabilities.

Amanda Fisher is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. She has worked at Mariner Wealth Advisors since 2022, following five years at TIAA and four years at Bright Horizons. Outside of her advisory role, she manages a rental property in Monroe, Washington. 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 investment committee and combines in-house research with third-party managers, along with integrated tax and accounting services and specialized financial wellness and CFO capabilities.

Jessica Ellyson is a CFP® professional with four years of industry experience, currently advising at Mariner since 2026. She previously worked at EP Wealth Advisors for five years and held roles at Northwestern Mutual and Umpqua Bank. 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 and family office services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Nancy Blanchette is a financial advisor at Mariner with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Investment Management and Ameriprise Financial Services. Blanchette is also associated with MSEC, LLC. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, with additional offerings in tax integration and employer financial-wellness solutions.

Mitchell Kennedy is a CFP®, PFS™, and Series 65-licensed advisor with four years of industry experience. He currently works at Mariner Wealth Advisors and previously held roles at SYM Financial Advisors, Yeo & Yeo CPAs & Business Consultants, Andrews Hooper Pavlik PLC, and the Michigan High School Athletic Association. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Shaun Newkirk is a CFA® charterholder with four years of industry experience. He is currently with Mariner, where he has worked since 2018, following three years at Financial Engines. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, offering a broad range of strategies and specialized administrative and tax-related services.