Carlos Hernandez is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Mariner Wealth Advisors and previously held roles at Mercer Global Advisors and Foresters Advisory Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to various pooled and third-party investment vehicles. The firm combines discretionary, customized portfolio management with integrated tax, accounting, and family office services.

Ethan Norris is a financial advisor at Mariner in Newport Beach, CA, holding a Series 65 designation with no prior industry experience before joining the firm. His background includes four years at Pitzer College and four years at Branham High School. 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 tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its size.

Jeff Ogston is a CFP® professional with eight years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior experience includes roles at Gap To Gap Financial and Robert Adams and Associates. Ogston also worked for the West Sonoma County Union High School District for 14 years. 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 customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative CFO capabilities.

Anthonny Garcia is a Series 65-licensed financial advisor with Mariner, bringing two years of industry experience. He has been with Mariner Wealth Advisors since 2021 and has additional work experience in the food service industry and higher education. Outside of his advisory role, he is involved with Goodfellas Ristorante. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, retirement consulting, and coordinated tax services. 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.

Christopher Knauth is a financial advisor with Mariner, holding a Series 65 designation and based in Overland Park, KS. He has been with Mariner since 2024, including a brief period at Canvas Wealth Advisors in 2025. Knauth has no prior industry experience before 2024. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by internal research and third-party allocations, with a notable focus on tax and accounting integration and specialized operational services.

Kevin Takinen is a financial advisor at Mariner with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including World Investment Advisors, Sequoia, ADP, Fis, and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for a firm of its size.

Chad Hamilton is a CFP® with 17 years of industry experience, currently with Mariner Wealth Advisors since 2021. His prior roles include positions at LPL Financial, Brown & Company, Inc., and Advisor Solutions 360, LLC. Outside of advising, he is the author of *Deep Wealth* and *Redefining Financial Freedom*. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax and family office services. The firm combines in-house research and third-party managers to deliver customized portfolio solutions alongside integrated tax and accounting capabilities.

Steven Zins is a CFA® charterholder with four years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Ohio National Financial Services and CIBC Bank USA. He serves on the boards of the Crohn's & Colitis Foundation and Breakthrough Cincinnati. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and third-party managers and offers integrated tax and administrative family office services.

Barney Barnes III is a CFP® with 34 years of industry experience, currently serving at Mariner Wealth Advisors and Msec, LLC in Overland Park, Kansas. He has been with Mariner since 2009 and with Msec since 2011. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm’s investment approach combines discretionary, customized portfolios with in-house research and third-party managers, supported by a depth of tax and accounting integration uncommon for firms of its size.

Andrew Newell is a CFP® and holds a Series 65 license, with four years of experience in financial advising. He has worked at Mariner Wealth Advisors since 2022 and previously spent one year at Western International Securities, Inc. Prior to his financial career, he served ten years with the South Australia Police. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and access to various investment vehicles. The firm offers integrated tax services and family office capabilities alongside discretionary, customized portfolio management supported by in-house research and third-party managers.

Michael Keen is a CFP® professional based in Charlotte, NC, with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2023, after a year at Byron Financial, LLC, and seven years at The Vanguard Group, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Andrew Hood is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. His prior work includes roles at Mariner Wealth Advisors, the University of Kansas, Brothers Bar & Grill, and Kemper Lakes Golf Club. 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 family office solutions, employing customized portfolios supported by both in-house research and third-party managers.

Adam Dietz is a Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with nine years of industry experience. He previously worked for Fourth Street Performance Partners, Inc. for ten years before joining Mariner in 2024. Mariner serves a broad range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios that combine in-house research with third-party managers and provides integrated tax and accounting services uncommon at this enterprise scale.

Maija Rettelle is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. Prior to joining Mariner, she worked at Bankers Life and Bankers Life Securities and has experience in both athletic retail and delivery services. 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 employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional capabilities in tax compliance and employer financial wellness tools.

Francisco Iglesias is a CFP® and ChFC® with 10 years of industry experience. He is currently with Mariner Wealth Advisors and Msec, LLC, where he has worked since 2017. Previously, he was employed at Northwestern Mutual in various capacities between 2015 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and access to multiple investment vehicles. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services.

Michael Fink is a CFP® and Series 66 professional with four years of experience in financial advising. He currently works at Mariner Wealth Advisors and has previous experience at EP Wealth Advisors, Highmark Capital Management (Union Bank Private Bank), and U.S. Trust. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized portfolios supported by an internal team and third-party managers, and it offers integrated tax, accounting, and family office services uncommon among large advisory firms.

Derek Sanborn is a financial advisor at Mariner with six years of industry experience. He holds a Series 65 designation and has worked at firms including Orion Advisor Services, Mutual of Omaha, and Msec, LLC. 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 pooled vehicles and third-party managers. The firm combines in-house research with external managers across various asset classes and provides integrated tax, accounting, and family office services.

Theodore Cardasis is a CFP® and holds a Series 66 license with 14 years of industry experience. He is affiliated with Mariner and Msec, LLC, where he has worked for the past 10 years. Both roles are investment-related. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, by offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm provides discretionary, customized portfolios supported by in-house research and external managers, with notable integration of tax and accounting services as well as family office and financial wellness solutions.

William Hutchens Jr. is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent four years at Granite Investment Advisors and 22 years at Hutchens Investment Management Inc. 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 customized discretionary portfolios supported by in-house research and third-party managers.

Alexis Burton is a financial advisor at Mariner with a Series 65 designation and experience at the firm since 2022. Prior to joining Mariner, Alexis worked in education at Western Kentucky University and New Albany High School. 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 customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.