Garrett Cobb is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Cassady Schiller Wealth Management, Meyer Capital Management, Baird, and Hilliard Lyons. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charities, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm emphasizes discretionary, customized portfolios supported by in-house research and external managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Lisa Johnson is a financial advisor at Mariner with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. In addition to her advisory role, she serves as a director and manager focused on employee benefits at Hogan - Hansen, P.C., a CPA firm. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, with a notable integration of tax and accounting services uncommon among firms of its size.

Brendan Brady is a financial advisor at Mariner with Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley Smith Barney, and Leumi Investment Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios supported by in-house research and external managers, and offers integrated tax, accounting, and family office services uncommon for a large advisory enterprise.

Ryan Eatherly is a CFP® professional with 22 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously spent 15 years at Martin Financial Group, LLC. He is also licensed as an insurance agent with multiple carriers. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Dylan Lustig is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Whitnell & Co. and Granular, and has military experience with the Illinois Army National Guard. 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 uses a combination of in-house research and third-party managers to create customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Daniel Mc Elwaney is a CFA® charterholder serving as a financial advisor at Mariner Wealth with one year of industry experience. His prior work includes positions at First Franklin Financial Services and a six-year tenure at Florida State University. 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, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Christopher Marvin is a financial advisor with Mariner, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously spent 14 years with Forte Capital LLC before joining Mariner in 2025. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and it provides integrated tax and administrative capabilities uncommon among large advisory firms.

Jessica Nelson is a CFP® practitioner with four years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. Her prior experience includes roles at Altfest Personal Wealth Management, Deloitte, and EY. Outside of her advisory work, she is a co-owner of Elevate Advisory Group, which provides individual tax preparation services. Mariner Wealth Advisors serves a diverse clientele, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, alongside specialized services such as Core Family Office solutions and employer financial wellness tools.

Paul Queenan is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he worked at Ohio State University for four years and Sycamore Community Schools for thirteen years. 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 combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

Dominic Cozzetto is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following roles at Adviceperiod LLC and BNY Mellon Wealth Management. He serves as a volunteer member of the investment committee for Goodwill Industries of Orange County, a nonprofit focused on economic empowerment. 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 coordinated tax services. The firm uses discretionary, customized portfolios that combine in-house research with third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Myles Waltonbaugh Clements is a CFP® with nine years of industry experience, currently affiliated with Mariner. He previously worked at Fort Pitt Capital Group and Ameriprise Financial Services, Inc. He is also co-owner of Pittsburgh Coffee Co., a non-investment business venture with his spouse. Mariner serves a diverse client base, offering customized investment management, financial planning, and retirement plan consulting, with a notable integration of tax and accounting services alongside traditional portfolio management.

Katherine Kelly is a CFP® professional at Mariner with 12 years of industry experience. She has been with Mariner Wealth Advisors since 2004. Mariner serves a diverse range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by an internal investment committee and offers integrated tax, accounting, and financial wellness solutions.

Kevin Carson is a CFP® professional at Mariner with 31 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Mariner and Msec, LLC. Outside of his financial advisory work, he bartends at The Shore Club in Spring Lake, NJ. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and coordinated family office support. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with specialized ERISA retirement plan solutions and integrated tax and accounting services.

Ross Menke is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Mariner. His prior roles include positions at Lyndale Financial, Willkate Wealth Management, and Equitable Advisors. He is a member of the Board of Trustees for the First Congregational Church of Sioux Falls. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Richard Rosenberg is a CFP® professional with 20 years of experience in financial advising, currently serving at Mariner since 2018. He previously worked at Mariner Wealth Advisors-NYC, LLC for 15 years. Rosenberg is also an adjunct professor at New York University, teaching an estate planning class in the Masters in Financial Planning program. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and tax coordination. The firm employs customized discretionary portfolios supported by an internal management team and external managers, and it integrates tax and accounting services alongside traditional portfolio management.

Brett Guendel is a CFP® with 12 years of industry experience, currently with Mariner Wealth Advisors since 2020. He previously worked at Arbor Point Advisors and Securities America Advisors, among other roles. His background also includes involvement with the Rotaract and Brookfield Chamber of Commerce. 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 employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting services as well as administrative family office and employer financial wellness solutions.

Matt Butler is a financial advisor at Mariner based in Omaha, NE. He holds a Series 65 designation and has experience working with several firms including Orion Advisor Technology and LifeLong Financial Solutions. Prior to his advisory roles, he worked at Colonial Life and the Nebraska Department of Education. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and offers integrated tax, accounting, and financial wellness solutions.

Kenneth White III is a CFP® and Series 65 licensed advisor with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent 11 years with Emerson Wealth, LLC. Outside of his advisory role, Mr. White is independently licensed to sell insurance through various agencies. 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 offers investment management, financial planning, retirement plan consulting, coordinated tax services, and Core Family Office solutions, implementing customized portfolios supported by in-house research and third-party managers.

Morgan Nover is a CFP® professional at Mariner with three years of industry experience. Prior to joining Mariner Wealth Advisors, he worked at Highland Financial Advisors. Outside of finance, he has experience in the retail tanning industry with Sizzle Tans. Mariner serves a wide range of clients 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 research team and access to third-party managers, along with integrated tax services and family office capabilities.

Michael Jansey Jr. is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. His prior roles include positions at GDS Wealth Management and Equitable Advisors LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and coordinated tax services, with customized portfolios overseen by an Investment Committee and supported by in-house research combined with third-party managers.