Kyndra Burgess is a financial advisor with Mariner, holding a Series 66 license and 20 years of industry experience. She has worked with Mariner Wealth Advisors since 2006 and previously spent 11 years at Msec, LLC. Outside of her advisory role, Burgess is a member of KBX2, LLC, a company focused on real estate investment. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides customized investment management, financial planning, retirement plan consulting, tax services, and coordinated family office solutions, utilizing a combination of in-house research and third-party managers.

Billie Murski III is a financial advisor with Mariner in Houston, TX, holding a Series 63 designation and 24 years of industry experience. He worked at Patriot Wealth Management, Inc. for 12 years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to specialized tax and family office services. The firm utilizes a discretionary, customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional advisory offerings.

Stephen Muto is a CFP® professional with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019, following previous roles at Balasa Dinverno Foltz LLC and Whitnell & Co. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm manages customized portfolios through an internal team and third-party managers, and is notable for its integration of tax and accounting services alongside traditional portfolio management.

Michael Viselli is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at Charles Schwab, First American Trust, and several advisory firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and nonprofit organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.

Patricia Kummer is a Certified Financial Planner® with over 41 years of industry experience. She is currently with Mariner and has previously been associated with Mutual Securities Inc. and her own firms, Kummer Financial Strategies, LLC and Kummer Financial Strategies, Inc. In addition to her advisory work, she is an author based in Highlands Ranch, Colorado. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets.

Hugh Taylor is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously led Taylor Wealth Management Partners for eight years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio management supported by an internal team and third-party managers, along with integrated tax and accounting resources uncommon at its enterprise scale.

Grant Clary is a financial advisor at Mariner with eight years of industry experience. He holds a Series 66 designation and has worked at Capital Advisors, Inc., Creditpoint Software, William Blair & Company, and Corient prior to joining Mariner. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm provides customized discretionary portfolios supported by an internal investment team and combines in-house research with external managers, while also offering integrated tax services and employer financial wellness tools.

Reser Hall is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Prior to joining Mariner Wealth Advisors in 2022, he was with Two West Advisors for one year. He is also a member of an investment club, Windy Dunes Capital, LLC, in Prairie Village, KS. Mariner serves a broad 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 coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions uncommon at its enterprise scale.

Scott Walloch is a CFP® professional with 18 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, after previous roles at Avantax Planning Partners, Forvis Mazars Wealth Advisors, and Hufford Financial Advisors. 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 customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers and offering capabilities such as alternatives, structured notes, and ERISA 3(38) retirement plan solutions.

Pawel Gacek is a CFP® professional with four years of industry experience, currently with Mariner. He previously worked at Urban Financial Advisory Corp from 2015 to 2021 before joining Mariner in 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Benjamin Blokdyk is a CFP® with three years of industry experience, currently with Mariner Wealth Advisors. He previously worked at Beacon Pointe Investment Advisors and has been associated with the University of Southern California. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

Lucas Hazelton is a financial advisor at Mariner Wealth Advisors with Series 65 registration and two years of industry experience. Before joining Mariner, he held roles at Emerson Wealth Management and various companies across different sectors, including Amerisleep and Argonaut Wine & Liquor Store. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to alternative investment strategies. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and financial wellness services.

Stephanie Manning is a CFP® professional with 23 years of industry experience, currently serving as a senior relationship manager at Mariner and Msec, LLC. She has worked at Mariner Wealth Advisors since 2006 and at Msec, LLC since 2011. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and external managers, with a notable depth in tax and accounting integration uncommon for firms of its size.

Benjamin Reker is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. He has previously worked at Cerity Partners, Signal Tree Financial Partners, LLC, Equitable Advisors, LLC, and Schulte & Company, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, utilizing discretionary, customized portfolios supported by both internal and third-party managers.

Jeffry Drott is a financial advisor at Mariner with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at National Securities Corporation for 23 years before joining Mariner Wealth Advisors. 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 investment platforms and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. 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 and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.

Krassimire Kirov is a Series 65-licensed financial advisor with three years of industry experience, currently with Mariner in Danville, CA. Her prior work includes roles at Safeway Inc., Welk Resorts Inc., and Champs Sports. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, and it provides integrated tax and accounting services alongside traditional portfolio management.

Charles Illg is a financial advisor with Mariner and holds a Series 65 designation. He has experience in accounting and media through previous roles at Solution CPA, Dakota CPA, and Digital Plains Media. 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, tax services, and Core Family Office capabilities, employing customized portfolios supported by in-house research and third-party managers.

Marco Caporuscio is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2022. Prior to his advisory career, he worked in various roles including at College Works Painting and Da Francesco's Ristorante & Bar. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses a customized, discretionary investment approach supported by an internal team and third-party managers, and is noted for its integrated tax and accounting services alongside traditional portfolio management.

Ashton Lawrence is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Goldfinch Wealth Management and Commonwealth Financial Network. He is involved in community organizations such as the Eastside YMCA, Fall for Greenville festival, and United Way of Greenville County, and participates in the NextGen Advisory Task Force of The American College of Financial Services. 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 and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon in large advisory enterprises.