Darin Gartland is a CFP® professional with 22 years of industry experience. He has worked at Mariner Wealth Advisors since 2020 and previously spent 16 years at Wealth Health, LLC. Gartland is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and external managers, along with integrated tax, accounting, and family office services uncommon for a firm of its scale.

Michael Dugan is a financial advisor with Mariner Wealth Advisors based in Overland Park, KS. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining Mariner and MSEC, LLC in 2019, he worked with BOK Financial entities, including Bank of Oklahoma and BOKF, NA, from 2010 to 2019. He serves on the board of JOYKC, a nonprofit organization in Kansas City, MO. 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 overseen by an Investment Committee and provides integrated tax and accounting services alongside traditional portfolio management.

Michael Guerrero is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Mariner since 2018. His prior roles include positions at Fidelity Investments and LPL Financial. Outside of his advisory work, he acts as CFO for Cheryl Kang Guerrero DDS, Inc., providing occasional assistance without day-to-day responsibilities. Mariner serves a diverse client base through investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios and offers integrated tax and accounting services along with administrative CFO functions and a financial wellness platform.

Debra Light is a financial advisor at Mariner with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Mariner Wealth Advisors since 2016. Mariner serves a diverse client base including 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 through a combination of in-house research and third-party managers.

Christine Bacharz is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Commercial Distribution Finance. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, and it provides integrated tax, accounting, and family office services along with employer financial wellness tools.

Matthew Woodward is a financial advisor at Mariner with 16 years of industry experience. He holds a Series 66 designation and previously worked at AdvicePeriod, LLC for six years before joining Mariner in 2022. Woodward serves as a GLG Council Member providing consulting services and is a board member and volunteer for Toluca Baseball, a nonprofit baseball league. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax services and specialized financial wellness and family office capabilities.

Gloria Shouldis is a financial advisor at Mariner with a Series 65 credential and four years of industry experience. She previously worked at PumpMan and Flackman, Goodman, Potter, P.A./O'Connor Davies. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services and operational capabilities for employer clients.

Michael Bezanson is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Creative Planning, LLC and CRB Group before joining Mariner. 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 customized discretionary portfolios with in-house research and third-party managers, offering integrated tax and accounting services alongside traditional portfolio management.

Joseph Reynoldson is a CFP® designated financial advisor with seven years of industry experience. He has been with Mariner since 2019 and previously worked at DST Systems and Masters Contracting. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party allocations, and it provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Alexander Schultz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Mariner and has previously worked with firms including Northwestern Mutual and Scott Royal. Schultz also holds a compliance associate role at Mariner and is an investment advisor representative at MSEC, LLC. 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.

Colin Harper is a CFP® and holds a Series 66 license, with 12 years of industry experience. He currently works at Mariner and previously spent five years at LPL Financial, LLC, and nine years at FSC Securities Corporation. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers across a range of asset classes and strategies.

Catherine Anderson is a CFP® professional with six years of industry experience, currently advising at Mariner since 2025. She has previously worked at Encompass More Investments, LLC and Verity Asset Management among other firms. Outside of her advisory work, she owns Anderson Financial and Insurance Group, where she is a licensed life and health insurance agent. 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 portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational offerings for employer clients.

Adam Elder is a financial advisor at Mariner with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax and ProEquities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax services. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, and provides specialized services such as family office and financial wellness solutions.

Neil Sosler is a CFP® with 23 years of industry experience, currently with Mariner in Coral Gables, FL. His prior roles include long-term positions at Singer Xenos Schecter Sosler Wealth Management and Physicians Investment Advisors. He serves as an advisory board member for Baptist Hospital, a nonprofit organization. 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, with a notable emphasis on integrated tax and accounting services alongside traditional portfolio management.

Karena Zhu is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Mariner and has previously worked at firms including Destination Wealth Management, Citi, Morgan Stanley, and HSBC Securities. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Daniel Borchard is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and was previously with Russell Investments from 2010 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines customized, discretionary portfolio management with integrated tax and accounting services, offering a range of strategies across asset classes and operational capabilities uncommon for firms of its size.

Philip Burfeind is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at Great Waters Wealth Management, Advisornet Wealth Management, and DST Systems. Outside of his advisory work, he is a general partner in Teranord Capital LLC, a real estate company. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and additional financial wellness offerings.

Ryan Moore is a financial advisor at Mariner with a Series 65 license and two years of industry experience. His background includes roles at Mariner Wealth Advisors, Kelly Education, Clemson University, and Carolinas Wealth Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal investment team and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Jon Milliken is a financial advisor with Mariner in New Orleans, LA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include leadership and consulting positions at firms such as Plan Simple Financial Group, Acacia Financial Group, and JM Wealth Management LLC. Milliken is also a Certified Exit Planning Advisor, consulting with business owners on exit strategies and business value optimization, and he partners with veterinary professionals on practice efficiency and sale readiness. 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, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios alongside integrated tax, accounting, and financial wellness solutions.

Nicholas Macdonald is a Series 65-credentialed advisor at Mariner with 11 years of industry experience. He worked at Granite Investment Advisors from 2015 to 2021 before joining Mariner Wealth Advisors, where he has been since 2021. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and retirement plan consulting, utilizing customized discretionary portfolios supported by both internal teams and third-party managers.