Jason Lipsett is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2021. Prior to that, he spent six years at Tolleson Private Wealth Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and financial wellness services.

Michael Swenson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisors, he worked for The Vanguard Group, Inc. for seven years. His background also includes roles at Arizona State University and self-employment. Mariner serves a diverse range of clients, 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’s approach combines discretionary, customized portfolios overseen by an Investment Committee with in-house research and third-party strategies, alongside integrated tax and accounting services uncommon among large advisory firms.

Jason Skistad is a CFP® with 25 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and Charles Schwab, with additional long-term involvement in business ventures such as Creekside Litchfield LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers with a broad range of strategies and specialized administrative capabilities.

Jarrett Adam is a CFP® professional with one year of industry experience, currently affiliated with Mariner Wealth. His prior roles include positions at the University of Kansas, Adam & McGrevey P.A., and Stanford & Feuerborn, Inc. Mariner Wealth serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and administrative financial services.

Matthew Brady is a CFP® with 15 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of CATAHEE, LLC, an entity created to purchase recreational and rental farmland. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm implements 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.

Tia Peterson is a financial advisor at Mariner with a Series 65 designation and five years of industry experience. She has worked at Mariner Wealth Advisors since 2022 and previously held roles at firms including Advice Period and Mutual Advisors, LLC. Mariner serves a diverse range of clients 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 research and portfolio management team, and offers integrated tax and accounting services alongside traditional portfolio management.

John Stewart is a Series 66-registered financial advisor with seven years of industry experience. He is currently with Mariner and has previously worked at Texas Regional Bank, TRB Wealth Management, Dimensional Fund Advisors, Larry Wunsch and Associates, and Native Medical Supply. Stewart was an equity owner of Alamo Outdoor Company, an outdoor-inspired apparel business that has since closed. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, alongside integrated tax and accounting services and specialized operational offerings such as family office and financial wellness platforms.

Jeffrey Sims is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Financial Advisors and MSEC, LLC. He serves on the board of directors for the Christian Benevolent Association. 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 discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and administrative family office services.

Gilad Halzel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mariner with three years of industry experience. Before joining Mariner, he worked in events planning and catering as well as at Valley Country Club. 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 tax services. The firm employs discretionary, customized portfolio strategies overseen by an Investment Committee and supported by in-house research combined with third-party manager allocations.

Ashley Brewster is a financial advisor at Mariner with Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at UBS Financial Services, Charles Schwab, and the Law and Leadership Institute. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, alongside specialized offerings such as tax compliance and financial wellness tools.

Mark Borda is a CFA® charterholder with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Corbenic Partners, Citrin Cooperman, CFGI, and Manulife Asset Management. Outside of his advisory role, he is involved in real estate investment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses customized discretionary portfolios supported by in-house research and third-party managers, with a range of strategies including equity, fixed income, alternatives, and digital assets.

Sydney Motes is a CFP® and holds a Series 65 license with 22 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years with Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Jesse Maltzman is a CFP® professional based in New York, NY, with 25 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022, following prior roles at Bridgeway Wealth Partners, Aegis Capital Corp, and Fidelity Investments. 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 portfolio management combined with integrated tax and accounting services, as well as specialized financial and retirement planning solutions.

Hakim Dysart is a financial advisor at Mariner with six years of industry experience and holds a Series 66 designation. He has worked at several firms, including UBS Financial Services, Raymond James Financial, and Mission Federal Credit Union. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Anthony Intagliata is a CFP® with eight years of industry experience, currently advising at Mariner since 2026. His prior roles include positions at Hightower, Farr Miller & Washington, Cetera Investment Services, Regions Bank, HSB Securities USA, HSBC Bank USA, and PNC Bank. He is based in Palm Beach Gardens, FL. 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 offers customized discretionary portfolios supported by in-house and third-party research, along with integrated tax, accounting, and family office services.

Theresa Hultz is a financial advisor at Mariner Wealth Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Mariner since 2006 and Msec, LLC since 2011. She is involved with Barton Capital LLC, providing financial support for her daughter's floral business. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining internal research with third-party managers across various asset classes.

David Hutchins is a Series 65-licensed advisor with five years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to joining Mariner, he held roles at Avantax Advisory Services and BOK Financial Corporation. He was also involved with Hutchco, LLC, a business he operated from 2017 to 2023. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.

Sean Mcginnis is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner and has prior experience as an independent insurance agent and working in various management and business roles. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by in-house and third-party managers, along with integrated tax and accounting services and financial wellness tools.

Natalie Haggard is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner and its predecessor entities since 2013. Outside of her advisory role, she serves on the board of directors and finance committee of Emergency Infant Services Inc., a nonprofit organization in Tulsa, OK, focused on supporting children ages 0-5. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, 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, and provides integrated tax, accounting, and financial wellness solutions.

Valbona Ceci is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner in 2017, she worked at BMO Private Bank from 2013 to 2017. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations across various strategies and maintains integrated tax and administrative capabilities uncommon for firms of its size.