Paul Conforti is a CFP®-designated financial advisor with 30 years of industry experience. He is currently with Mariner and has held roles at Msec, LLC, Lincoln Investment, and Capital Analysts Incorporated. Outside of his advisory duties, he serves as treasurer and board member of the Spring Lake Golf Club. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, tax services, and retirement plan consulting. The firm combines in-house research with third-party managers to deliver customized portfolios and also provides integrated tax and accounting services as well as employer financial wellness solutions.

Bryce Leafman is a financial advisor at Mariner with one year of industry experience and holds a Series 66 designation. Prior to joining Mariner, he worked at Ameriprise and MassMutual Life Insurance Company. Outside of his advisory role, Leafman is a freelance musician and serves as a substitute musician for multiple symphony orchestras, including the Santa Cruz and Stockton Symphonies. 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 employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Colby Porter is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior work includes roles at Choice Investment Services and positions outside the financial sector at Victoria National Golf Club and Doordash. 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 and family office services. The firm’s approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers across diverse asset classes.

Wade Bilbrey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at CapFinancial Partners LLC (CAPTRUST), TrustCore Financial Services, One Trusted Advisor Investments, and Waddell & Reed Inc. Bilbrey is a board member of the Harpeth Heights HOA in Nashville, where he helps create and enforce community rules. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through 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, and offers integrated tax, accounting, and administrative family office services uncommon at this firm size.

Michael Clark is a financial advisor at Mariner with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes long-term roles at CSA Financial Advisors, Ltd. and Cassady Schiller & Associates. 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 emphasizes customized, discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized employer financial-wellness tools.

Marie Smith is a CFP® professional with one year of industry experience, currently serving as an advisor at Mariner. Her background includes multiple roles at Mariner as well as positions at Michigan State University and Kellogg Company. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base including individuals, institutions, and charitable organizations. The firm combines in-house research with third-party managers and offers specialized services such as coordinated tax compliance and Core Family Office solutions.

Melissa Elliott is a financial advisor at Mariner with 10 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Mariner. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, delivering customized portfolios supported by both internal teams and third-party managers.

Paul Erenfeld is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors and Cascadia Advisory Services. Mariner serves a broad range of clients including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal management team and integrates tax and accounting services along with family office and financial wellness solutions.

Daniel Newman is a CFP® with 14 years of experience in financial advisory roles. He is currently with Mariner, having joined in 2022, and previously worked at Hayes Financial, Raymond James Financial Services, Charles Schwab, Harrisdirect, and Morgan Stanley. He is based in San Jose, CA. 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 tax services. The firm uses a customized, discretionary portfolio approach supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial-wellness solutions.

Brian Leimer is a CFP® and Series 65–registered advisor with seven years of industry experience. He has been with Mariner since 2018, following two years at The Underground Lab. Leimer is based in Overland Park, KS. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax integration and family office capabilities.

Kathleen Dunn is a financial advisor at Mariner with 20 years of industry experience and holds a Series 66 designation. She has worked at Mariner Wealth Advisors since 2009 and previously at Msec, LLC from 2011 to 2019. Dunn serves on the University of Kansas Advancement Board and is a board member of the Dunn Family Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with additional services such as family office capabilities and employer financial-wellness tools.

Lucas Woehler is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior roles include positions at Randolph Co Inc and Fifth Third Bank. 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 uncommon for firms of its size.

Gillian Cassidy is a CFP® professional at Mariner Wealth Advisors with five years of experience in the financial industry. Prior to joining Mariner, she worked at Allegiant Private Advisors and the College for Financial Planning. She also spent four years at Florida Atlantic University. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investment strategies, as well as integrated tax and accounting services.

Randy Hillier is a financial advisor at Mariner with 21 years of industry experience and holds a Series 65 designation. He previously worked at Commonwealth Advisory Group, Ltd. for 17 years before joining Mariner Wealth Advisors in 2021. In addition to his advisory role, Hillier has worked as an insurance agent since 1993. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized, discretionary portfolio management supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services uncommon for a firm of its size.

Lisa Fentress is a CFP® professional with 26 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Her prior experience includes roles at Securities America Advisors, Inc., Cedar Brook Group, and Cedar Brook Financial Partners. She also holds a role as Membership Committee Director for the nonprofit Impact the Palm Beaches. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and specialized services such as tax integration and family office solutions. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, offering a broad range of investment strategies and administrative financial wellness tools.

Paola Ramos is a CFP® professional with six years of industry experience, currently serving at Mariner Wealth Advisors since 2019. She previously worked at Singer Xenos Schechter Sosler Wealth Management from 2016 to 2019. Outside of her advisory role, Ramos is the president of the Anastasia Condominium Association in Coral Gables, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to a range of investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

Drew Mullarkey is a financial advisor at Mariner with five years of industry experience. He holds a Series 66 designation and has worked previously at Capital Group Companies - American Funds, DoorDash, Morgan Stanley, and Valeo Financial Advisors. Mariner serves a broad range of clients including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios that combine in-house research with third-party managers and provides specialized tax integration and financial wellness solutions.

Christine Wentzler is a CFP® and CFA® with 14 years of experience in the financial industry. She has been with Mariner Wealth Advisors since 2015 and is currently based in New York, NY. Wentzler’s background is focused within a single firm, Mariner, where she has developed her career over nearly a decade. Mariner serves a diverse client base that includes 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 services, implementing customized portfolios overseen by an Investment Committee and supported by both internal research and third-party managers.

Valerie Newell is a financial advisor with Mariner Wealth Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Mariner since 2018 and previously worked at Riverpoint Capital Management from 2002 to 2018. Newell serves as a trustee for several nonprofit foundations, including Bowling Green State University Foundation and Mayfield Education and Research Foundation. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan 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 family office services alongside traditional portfolio management.

Nathaniel Chan is a financial advisor at Mariner with a Series 66 designation and no prior industry experience. Before entering the financial sector, he worked at Lu's Sushi and Chinese and spent ten years at Wheaton College. 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, with notable capabilities in tax and accounting integration and administrative family office services.