Michael Emerson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. Prior to joining Mariner, he was the principal at Emerson Wealth, LLC for 15 years. He holds Series 63 and Series 65 licenses and maintains an independent insurance license, dedicating minimal time to that activity. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax and accounting services and employer financial wellness solutions.

Edward Meekins is a financial advisor at Mariner with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Proequities Inc and Honkamp Krueger Financial Services Inc. He is also associated with MSEC, LLC. Mariner serves a diverse client base through investment management, financial planning, and retirement plan consulting, offering customized portfolio strategies supported by an internal team and third-party managers. The firm also integrates tax and accounting services alongside traditional advisory solutions.

Malcolm Elvy is a CFP® with 10 years of industry experience, currently advising at Mariner since 2025. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Morgan Stanley. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm provides customized, discretionary portfolios supported by an internal investment team and emphasizes tax and accounting integration alongside traditional portfolio management.

Victor Soucy Jr. is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Granite Investment Advisors and Mariner Wealth Advisors over his career. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external allocations and provides integrated tax services, family office capabilities, and employer financial wellness tools.

Richard Huite Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Benjamin F Edwards & Co. for 15 years before joining Mariner and Msec, LLC in 2026. 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 research and third-party managers, along with integrated tax services and specialized family office and employer wellness solutions.

Rachel Kowalczyk is a CFP® credentialed financial advisor with 11 years of industry experience. She has been with Mariner since 2018 and previously worked at Balasa Dinverno Foltz LLC for four years. Kowalczyk operates out of Mariner’s Oakbrook Terrace, IL office. Mariner serves a diverse group of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolio strategies supported by an internal investment team and third-party managers, and provides integrated tax, accounting, and family office capabilities alongside traditional advisory services.

Adam Albright is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His career includes roles at Vision Financial Group, The Buckle, Inc., and Queen's Price Chopper, as well as work connected to Drake University and Bishop Miege High School. 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, tax services, and family office solutions, employing customized discretionary portfolios supported by in-house research and third-party managers.

Niza Oun Nguyen is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 credential and has worked at Mariner Wealth Advisors, AdvicePeriod, and BNY Mellon Wealth Management. Outside of her advisory role, she is involved in several entrepreneurial and community activities, including founding online platforms focused on Cambodian culture and wellness, authoring a children's book and supervising educational YouTube content, and serving as Chief Operating Officer for Females for Football. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and offers integrated tax services and family office support uncommon among large enterprises.

Luke Nicholas is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2021. His prior experience includes roles at Allegiant Private Advisors and Commonwealth Financial Network. He serves on the Gulf Coast advisory board of the Make-A-Wish Foundation of South Florida. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services and operational CFO capabilities.

Gianni Catenacci is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously held roles at Cerner Corporation, Kelley School of Business, First Merchants Corporation, and Indiana University. Outside of finance, he was involved with Catenacci Construction for two years. 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 employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, combined with integrated tax and accounting services and unique administrative CFO capabilities.

Maria Peralta is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. Her prior experience includes roles at LPL Financial LLC, RBC Capital Markets, Bank of America, and Merrill. Outside of her advisory work, she is the Chairperson of the Make-A-Wish of Southern Arizona Wishmaker's council, where she coordinates fundraising and awareness activities. Mariner serves a diverse client base 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 combines customized discretionary portfolios with in-house research and third-party managers while offering integrated tax, accounting, and CFO services not common among large advisory enterprises.

Corey Speck is a Series 65-licensed financial advisor at Mariner with three years of industry experience. He has been with Mariner since 2018. Outside of his advisory role, he serves on the board of the Rolfe Pancreatic Cancer Foundation, where he helps raise funds and coordinate events. 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 research and third-party managers, along with integrated tax, accounting, and family office services.

Andrew Despotakis is a CFP® professional with nine years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. His prior experience includes roles at Msec, LLC, CETERA Advisor Networks, and Wealth Enhancement Advisory Services. Outside of his advisory work, he owns Monument Fingerboards, a business that manufactures miniature skateboard products, and he is also a piano composer who publishes original piano content. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services alongside traditional portfolio management.

Justin Do is a CFP® with eight years of industry experience and is currently with Mariner. He previously worked at Mercer Global Advisors Inc. for several years before joining Mariner in 2025. 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 implements customized portfolios using both in-house research and third-party managers, and provides integrated tax and administrative family office services.

David Marmolejos is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Verum Partners LLC and The Vanguard Group, Inc. He also has an academic background from Virginia Tech. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal research, with a notable integration of tax and accounting services uncommon for firms of its size.

Lee Feinerer is a CFA® charterholder with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously held positions at RiverPoint Capital Management, LLC and Crowe Horwath LLP. He serves as treasurer of Ohio Valley Residential Services, Inc., a nonprofit organization based in Cincinnati, OH. 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 discretionary, customized portfolios supported by an internal team and third-party managers, alongside integrated tax and accounting services and administrative family office capabilities.

Gabriel Garcia is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner Wealth Advisors, he worked at Dutch Bros Inc., Starbucks, and Taco Bell. 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 in-house research and third-party managers, with a notable depth of tax and accounting integration uncommon among large advisory enterprises.

Carolyn Kitzel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner since 2025. Her prior roles include positions at Corbett Road and Capital Wealth Advisors, as well as independent consulting for 501(c)(3) organizations in consulting and marketing. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolio strategies combining in-house research and third-party managers, with notable integration of tax and accounting services alongside administrative CFO capabilities.

Joseph Lepkowski is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include six years at Baron Wealth Management and a year at Costco. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing 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, with a notable integration of tax and accounting services uncommon for firms of its size.

Timothy Taylor is a financial advisor at Mariner with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Commonwealth Financial Network from 2015 to 2021. Taylor serves on the board of directors for the Country Club of Orlando and is a member of the advisory board for the Center for Coastal Solutions. 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 provides customized portfolios overseen by an Investment Committee, combining internal research with third-party managers across a broad range of asset classes and also integrates tax, accounting, and administrative family office services.