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Jennifer M

Series 63, Series 65

Overland Park, KS

Mariner

Jennifer Murawski is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2014. Prior to that, she worked at Msec, LLC from 2014 to 2019. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a range of strategies across equities, fixed income, alternatives, and digital assets.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David H

Rochester, NY

Mariner

David Henion is a financial advisor at Mariner with 23 years of industry experience. Prior to joining Mariner in 2025, he spent 29 years at Forte Capital LLC. Henion serves as treasurer and chair of the investment committee for the Highland Hospital Foundation Inc. Mariner provides investment management, financial planning, retirement plan consulting, and other services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses a discretionary, customized portfolio approach supported by both in‑house research and third‑party managers, and offers integrated tax, accounting, and family office services uncommon at its enterprise scale.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey S

Series 65

Houston, TX

Mariner

Jeffrey Swantkowski is a Series 65-credentialed advisor at Mariner with 22 years of industry experience. He has worked at Mariner since 2019 and previously spent 16 years at Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers coordinated tax services, Core Family Office services, and employer financial-wellness tools alongside customized portfolio management supported by an internal team and external platforms.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jack H

Series 65

Oakbrook Terrace, IL

Mariner

Jack Hansen is a Series 65-licensed financial advisor at Mariner with three years of industry experience. He has worked at Mariner Wealth Advisors since 2018. Prior to his advisory career, he held roles at Afton House Inn and Finish Line. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office capabilities not commonly found at large advisory firms.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Seth K

CFP®, Series 63, Series 66

Dedham, MA

Mariner

Seth Kelly is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory role, Seth is an adjunct professor at Roger Williams University teaching Introduction to Financial Planning and serves as a board member for the Domestic Violence Resource Center of South County. Mariner serves a diverse 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 uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a large advisory enterprise.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher N

Series 65, Series 63

Downingtown, PA

Mariner

Christopher Nowell is a financial advisor at Mariner with 16 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Prudential Insurance Company of America and Avantax Investment Services. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and is noted for its integration of tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Walter V

Series 63, Series 65

New Canaan, CT

Mariner

Walter Varian is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Financial Engines Advisors, Charles Schwab, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers across multiple asset classes.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brandon S

CFP®, Series 65

Palm Beach Gardens, FL

Mariner

Brandon Seltzer is a CFP® and Series 65 credentialed advisor at Mariner Wealth Advisors with four years of industry experience. His prior roles include positions at 2nd Mile Management and G3 Global Services. Outside of his advisory work, he serves as an ambassador for Heroic, a coaching program, and manages social media for the Planned Giving Council of Palm Beach County, a charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and offers integrated tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lisa T

Series 63

Syracuse, NY

Mariner

Lisa Thurston is a financial advisor at Mariner with eight years of industry experience. She holds a Series 63 designation and has worked previously at firms including OSAIC, Securities America Advisors, Stratos Wealth Partners, LPL Financial, First Allied Securities, and Retirement Income Analysts. Outside of advising, she is involved as a distributor of Young Living Essential Oils and works as an individual agent assisting clients with Medicare Advantage plan selections. Mariner serves a broad range of clients 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 overseen by an Investment Committee, combining in-house research with third-party managers and integrating tax and accounting services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey R

CFP®, Series 63

St. Louis, MO

Mariner

Jeffrey Rainwater is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Mariner Wealth Advisors since 2016 and serves as Treasurer for the Greater St Louis Area Council, Boy Scouts of America. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James F

Series 65

Greer, SC

Mariner

James Ferro is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior work includes roles at North Greenville University, The Cliffs at Glassy, Walmart, and Publix. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and integrated tax and administrative services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, with a notable emphasis on tax and accounting integration.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Angel C

CFP®, Series 66

New York, NY

Mariner

Angel Colon is a CFP® professional with 18 years of experience in the financial services industry. He currently works at Mariner Wealth Advisors and previously held roles at Mercer Global Advisors and TIAA-CREF. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses customized discretionary portfolios supported by an internal team and third-party managers, with a notable depth of tax and accounting integration uncommon among firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tarky L

Series 65, Series 63

Jamesville, NY

Mariner

Tarky Lombardi is a financial advisor at Mariner with Series 65 and Series 63 credentials and two years of industry experience. His background includes roles at Key Investment Services LLC, KeyBank, and Everest Consultants LLC, as well as positions outside finance such as at Steve Madden and Mario & Salvo's Pizza. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering 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, with notable tax and accounting integration and specialized administrative CFO capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aaron T

CFP®, Series 66

Overland Park, KS

Mariner

Aaron Timmons is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner. He has worked at Mariner Wealth Advisors since 2017 and has prior experience with Ivy Funds Distributor, Inc. and Waddell & Reed, Inc. from 2008 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios, combines in-house research with third-party managers, and integrates tax and accounting services, including administrative CFO capabilities and a financial wellness platform for employer clients.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lauren S

Series 65

El Segundo, CA

Mariner

Lauren Salas is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 designation and previously worked at Morton Capital Management and Ferguson Enterprise. Outside of financial advising, Salas is involved with Salas Homes, where she performs administrative duties. 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 portfolio strategies supported by an internal team and third-party managers, and it features integrated tax and accounting services uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cameron N

CFP®, Series 65

Oakbrook Terrace, IL

Mariner

Cameron Nylec is a CFP® professional with two years of industry experience, currently advising at Mariner. His prior roles include positions at JMG Financial Group, Ltd. and Total Clarity Wealth Management, Inc. He also spent four years at the University of Illinois Urbana-Champaign. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax and accounting services uncommon among large advisory enterprises.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph A

CFP®, Series 63, Series 65

Newport Beach, CA

Mariner

Joseph Azzopardi is a CFP® professional with 17 years of industry experience, currently advising at Mariner. His previous roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, Golden State Wealth Management, and LPL Financial. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kelly C

CFP®, Series 63, Series 66

Scottsdale, AZ

Mariner

Kelly Correll is a CFP® with 15 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent seven years at Fs2 Capital Partners, LLC. Mariner serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal investment team and employs a broad range of strategies across equity, fixed income, alternatives, and digital assets.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Martin B

Series 63

Overland Park, KS

Mariner

Martin Bicknell is a financial advisor with Mariner Wealth Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Mariner since 2006. Outside of his advisory role, he serves as director and president of 1248 Trust Company, Inc., and is involved with the Civic Council of Greater Kansas City as a board member and treasurer. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management and financial planning services supported by an internal investment committee, combining in-house research with third-party managers, as well as integrated tax, accounting, and family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Noah B

Series 66

Tigard, OR

Mariner

Noah Bylsma is a financial advisor at Mariner with five years of industry experience. He holds the Series 66 designation and has worked previously at The Standard, Fisher Investments, Commonwealth Financial Network, and Pacific Private Wealth Services. He attended Portland State University for four years. Mariner serves a broad range of clients including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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