Michael Porter is a financial advisor at Mariner with one year of industry experience. He previously worked at Cahill Financial Advisors and Ameriprise Financial DBA Confetti Wealth. 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 combines in-house research with third-party managers and offers a variety of strategies across asset classes, along with integrated tax and accounting services uncommon for a firm of its size.

Brian Mcguire is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services.

Steven Gillhaus is a CFA® charterholder with 14 years of industry experience, currently advising at Mariner Wealth Advisors. His prior roles include positions at Savant Wealth Management, Mowery & Schoenfeld Wealth Management, LLC, and BMO Harris Financial Advisors, Inc. Outside of his advisory work, he serves as the elected Treasurer of the Farmington Bath and Tennis Club, a summer tennis and swim club in Chicago. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated 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 operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Davon Smith is a financial advisor at Mariner with four years of industry experience and holds a Series 66 designation. He previously worked at The Vanguard Group, WealthSpire Advisors, and has experience outside finance at CVS and Virginia Polytechnic Institute and State University. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, and maintains integrated tax and accounting services uncommon among large advisory enterprises.

Cramer Soebbing is a CFP® professional with 11 years of industry experience, currently serving at Mariner Wealth Advisors since 2015. He is an advisory board member of H Foundation, a nonprofit modeled after the Jimmy V Foundation that raises funds for basic science cancer research through charitable events. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable capabilities in tax integration and financial wellness services.

Mark Harris is a CFP® and Series 65-licensed advisor with nine years of industry experience. He currently works at Mariner, where he has been since 2022, following five years at AdvicePeriod, LLC and four years at the University of California, Los Angeles. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by both internal research and third-party managers, and is noted for its integration of tax, accounting, and administrative CFO capabilities.

Zachary Housen is a financial advisor at Mariner with five years of industry experience. He holds the Series 65 designation and has been with Mariner since 2017, including time at Mariner Wealth Advisors and its successors. Prior to his advisory career, he worked at the University of Delaware for four years. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, with a distinctive offering of integrated tax, accounting, and financial wellness services.

Michael Doyle is a CFP® and CFA® serving as a financial advisor at Mariner with four years of industry experience. His prior roles include positions at Cookson Peirce & Co., Inc, The Coury Firm, and Veritable LP. 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, implementing customized portfolios overseen by an Investment Committee and supported by in-house research and third-party managers.

Justin Richter is a CFP® professional with 13 years of industry experience, currently serving as a senior wealth advisor at Mariner Wealth Advisors since 2014. He is based in Overland Park, KS, and holds the Series 63 designation. Outside of his advisory role, Richter is involved with the Reach Healthcare Foundation as a member of its Finance and Community Advisory Committees and serves on the board of Junior Achievement of Greater Kansas City. Mariner Wealth Advisors 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 third-party managers, with notable integration of tax and accounting capabilities uncommon among large advisory enterprises.

Brent Lange is a financial advisor at Mariner Wealth Advisors with seven years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Carlson Capital Management LLC, Merrill, Bank of America, N.A., and the Office of the Comptroller of the Currency. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party allocations, with an emphasis on tax and accounting integration and specialized operational services such as family office and employer financial wellness solutions.

Eric Haberkorn is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously held positions at TIAA-CREF and Charles Schwab. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by an internal investment committee and offers integrated tax services and administrative family office capabilities uncommon for a firm of its size.

Alisha Patel is a Series 65 licensed financial advisor at Mariner with one year of industry experience. Her career includes roles at TritonPoint Capital, TritonPoint Wealth, and Sage Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and a range of strategies spanning equities, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Larry Rabinowitz is a CFP® with six years of industry experience and is currently an advisor at Mariner. His prior roles include eight years at Forte Capital LLC and seven years at Bank of America. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Metro Malasavage IV is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Mariner and previously worked at Beacon Pointe Advisors, LLC, Mass Mutual Arizona, and Financial Management Network. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party allocations, and it distinguishes itself with integrated tax and accounting services along with specialized family office and financial wellness solutions.

Kelsey Hardie is a Series 65-licensed advisor at Mariner with one year of industry experience. Prior to her current role, she worked at Mariner from 2019 to 2025 and was employed at Kaladi's Bistro and South Dakota State University. She is co-owner of ClearCut Tree Service, a tree removal business in Sioux Falls, South Dakota. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax services. The firm uses customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Shawn Sandoval is a CFP® with 28 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Mariner and also serves as a registered representative at Msec, LLC. His prior experience includes roles at Commonwealth Financial Network, Integrated Advisors Network, LLC, Cooper Financial Group, and Securities America, Inc. Outside of his advisory work, Sandoval provides business consulting services focused on operational and marketing strategies. Mariner serves a diverse client base including individuals, high-net-worth households, and institutional investors, offering comprehensive investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized discretionary portfolios supported by an investment committee and combines in-house research with various third-party solutions, while also integrating extensive tax and accounting capabilities uncommon in large advisory enterprises.

Or S. Pikary, CFP® and PFS™, is a financial advisor with Mariner Wealth Advisors in Coral Gables, FL, bringing three years of industry experience. Prior to joining Mariner, he worked at Mazars USA, LLP and Moss Adams, LLP. Outside of his advisory role, he serves as a board member for two homeowners associations and is involved with the American Institute of Certified Public Accountants as a Credential Committee Member; he also prepares tax returns as a sole proprietor. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios managed by an Investment Committee that integrates in-house research with third-party managers, and provides a range of services such as tax coordination, Core Family Office solutions, and employer financial-wellness tools.

Michael McGinty is a financial advisor at Mariner Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Mariner since 2014. Outside of advisory work, he serves on the board of a family-owned real estate business and is vice president of sales and marketing for an insurance brokerage. 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 in-house research and third-party managers, alongside notable tax integration and family office capabilities.

Jacob Goddard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner since 2021. He previously worked at TIAA-CREF from 2015 to 2021. Outside of his advisory work, he is a board member for a homeowners association and provides voice and music lessons. 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 customized portfolios combining in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory enterprises.

Michael Smith is a CFP® with 24 years of industry experience, currently advising at Mariner Wealth Advisors since 2023. His prior roles include positions at United Capital Financial Advisers and D3 Financial Counselors. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs customized, discretionary portfolios supported by internal and third-party management resources and provides specialized retirement plan solutions and employer financial wellness tools.