Corey Lehan is a CFP® professional with nine years of industry experience, currently advising clients at Mariner. He previously worked at Edward Jones and AXA Advisors, LLC, and has a background that includes time at Florida State University. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and provides integrated tax and accounting services along with operational family office and financial wellness solutions.

Patrick Howley III is a CFP® with 42 years of industry experience, currently serving as a senior wealth advisor at Mariner Wealth Advisors since 2015. He is also co-owner and inventor at PatTom Ventures LLC, a non-investment related business focused on product development. Mariner serves a broad 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 in-house research and third-party managers, with notable integration of tax and accounting services unique for a firm of its size.

Michael Doman is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked at Commonwealth Advisory Group, Ltd. for 16 years before joining Mariner in 2021. Mariner serves a diverse client base, including 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, utilizing customized portfolios with in-house research and third-party managers.

Julie Smith is a financial advisor at Mariner with 15 years of industry experience. She holds a Series 66 credential and has been with Mariner since 2016. Outside of her advisory role, she serves on the governance and executive committees of the Tulsa Performing Arts Center Trust. 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 both internal research and third-party managers, and offers integrated tax, accounting, and family office services uncommon at its enterprise scale.

Joshua Buri is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, he worked briefly at Zevenbergen Capital Investments and Moss Adams. He has experience working and studying at the University of Washington and has been involved with the Sambica Summer Camp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by an internal investment committee and third-party managers.

Benjamin Mueller is a financial advisor at Mariner with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and PlanMember Financial Corporation. Mariner serves a broad range of clients, 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 team and combines in-house research with third-party manager allocations across diverse asset classes.

Joshua Chambers is a Series 65-licensed financial advisor with Mariner, based in Los Angeles, CA, and has four years of industry experience. His prior roles include positions at AdvicePeriod, Signature Estate & Investment Advisors, and Monarch Business & Wealth Management. Outside of finance, he was involved with Fresh Corn Grill for two years. 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 employs discretionary, customized portfolios combining in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Salvatore Ditusa is a financial advisor at Mariner with 17 years of industry experience and holds Series 65 and Series 66 licenses. His prior roles include positions at IHT Wealth Management, LPL Financial, Neuberger Berman, Inland Securities, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios overseen by an Investment Committee, combining in-house research with third-party managers, and integrates tax and accounting services alongside traditional portfolio management.

Deann Elmore is a financial advisor at Mariner with 19 years of industry experience. She holds a Series 66 designation and has worked at Mariner Wealth Advisors and MSEC, LLC since 2019, following five years at Waddell & Reed Inc. Elmore is also involved in managing investment-related activities through MSEC, LLC. Mariner 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 employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Joseph Lewis is a CFP®-credentialed financial advisor at Mariner with two years of industry experience. Prior to his career in financial advising, he served ten years in the United States Navy. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and employer financial-wellness solutions, supported by in-house research and third-party managers.

Peter Moeschler is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked at Honkamp Krueger Financial Services for six years before joining Mariner Wealth Advisors in 2021. He serves as a board member of the Rochester Golf and Country Club. Mariner provides a broad range of investment management and financial planning services to individuals, institutions, and organizations, combining in-house research with third-party management and offering integrated tax and CFO services alongside traditional portfolio management.

Jay Labarre is a financial advisor at Mariner with 16 years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Financial Advisors, Cetera Advisor Networks, Retirement Money Management, and Girard Securities. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations, 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 investment committee and a combination of in-house research and third-party managers, offering a broad range of strategies and integrated tax and accounting services uncommon for firms of its size.

Richard Coppa is a CFP® with 23 years of experience in financial advisory. He has worked at Mariner Wealth Advisors since 2020 and previously spent 17 years at Wealth Health, LLC. He serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers to offer customized portfolio solutions along with integrated tax and accounting services.

Blake Dunlop is a financial advisor at Mariner with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Benjamin F. Edwards Wealth Management, LLC and Benjamin F Edwards & Co. Outside of his advisory role, Dunlop serves as Vice President of the St. Louis Blues Alumni Association and is a board member and investor in 4 Hands Brewing Co. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by extensive in-house research and third-party managers, with notable integration of tax and accounting capabilities.

Louis Lopez is a CFP® and registered investment advisor with 14 years of experience, currently serving at Mariner Wealth Advisors since 2012. He is based in San Diego, CA. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements discretionary, customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services uncommon for a firm of its size.

Carl Endy is a CFP® with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior experience includes over a decade at Sivel Capital Management and operating as a Certified Public Accountant. Endy holds Series 63 and Series 65 registrations in addition to his CPA credential. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm combines in-house research with third-party managers and provides coordinated tax and administrative family office services alongside a broad range of portfolio strategies.

Marguerite Armitage is a CFP® with 10 years of industry experience, currently advising at Mariner. She previously worked at Mariner Wealth Advisors in Leawood and has experience at Roden + Fields. Armitage serves as a board member for Seeds of Hope Brazil, Inc., a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

Geoffrey Tuthill is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at Independence Financial Advisors, Northwestern Mutual Wealth Management Company, Fidelity Investments, and other firms. 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 combines discretionary portfolio management with in-house research and third-party allocations, while providing integrated tax and accounting support uncommon among large advisory enterprises.

Kevin Ryan is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northern Trust Securities, Inc. and Charles Schwab Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through 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, and offers integrated tax, accounting, and financial wellness services uncommon at firms of its size.

Kerstin Wiles is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Mariner Wealth Advisors, where she has worked since 2022. Her prior roles include positions at Homrich Berg and Redwood Wealth Management, as well as a seasonal associate role at Intuit (TurboTax). Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.