Kayla Creamer is a CFP®, ChFC®, and holds a Series 65 license with three years of industry experience. She is currently with Mariner Wealth Advisors and previously worked at Waterway Wealth Management for ten years. Outside of financial advising, she is involved in AI data annotation projects. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations, offering customized investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm integrates in-house research with third-party managers and provides specialized solutions such as ERISA 3(38) retirement plan offerings and tax compliance services uncommon for large enterprises.

Mitchell Carnes is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Winthrop Capital Management and HFF, Inc. 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 and family office services. The firm employs customized discretionary portfolios supported by internal research and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

Luke Osborn is a financial advisor at Mariner in Indianapolis, IN, holding Series 63 and Series 66 registrations with two years of industry experience. His work history includes positions at Mariner, Edds Supplies, The Vanguard Group, and roles as self-employed and at Harnham. Prior to his financial career, he spent time at Purdue University and Northridge High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and offers specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Donna Sabatino is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner since 2020. Prior to joining Mariner, she worked at Wealth Health, LLC for five years. Mariner serves a diverse client base, including individuals, 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 an internal team and third-party managers, and it provides integrated tax and accounting services alongside financial wellness programs for employer clients.

Christopher Wahl is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at NewEdge Advisors, LLC, Northwestern Mutual Wealth Management, and UBS Private Wealth, among others. Wahl operates advisory services through NewEdge Advisors under the name Wealth Conscious Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolio strategies supported by in-house research and external managers, with notable tax and accounting integration and specialized family office and financial wellness services.

John Dumas is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Mariner since 2019 and previously worked at Oklahoma State Bank, Hogan Taylor, and Goddard Health Center. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds with services spanning investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers and a range of strategies including alternatives and digital assets.

Logan Varela is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Mariner since 2025 and previously held roles at Claraphi Advisory Network, Ultra Financial Partners, Ultra Financial Plus, and Shurwest LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and corporations 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.

Adam Lodge is a CFP® with 15 years of industry experience and has been with Mariner Wealth Advisors since 2016. He is based in Tulsa, OK, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a parliamentarian for INSIDE OUT RE-ENTRY and is a board member and investment committee chair for the Jenks Public Schools Foundation. 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 across multiple asset classes and integrates tax and accounting services alongside administrative CFO capabilities.

Kayla Rodriguez is a CFP®-certified financial advisor with seven years of industry experience. She has worked at Mariner Wealth Advisors since 2018 and previously spent four years at Glen Eagle Advisors, LLC. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by an Investment Committee and combines in-house research with third-party managers across a wide range of strategies, including alternatives and digital assets.

Pamela Thompson is a CFA® charterholder with 17 years of industry experience. She has been with Mariner Wealth Advisors since 2018 and previously worked at Riverpoint Capital Management for six years. Outside of her advisory role, Thompson serves on the boards of the Louisville Ballet and the Frazier History Museum, and she is involved with the Kentucky Retirement Systems Board and the Trifecta Louisville Arts Council. Mariner serves a diverse client base 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 a discretionary and customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax and accounting services.

Ronan Murphy is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has prior experience at HBKS Wealth Advisors and Penn State University. Outside of finance, he has been involved with Johnson Estate Winery. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with extensive tax and accounting integration, along with operational CFO capabilities and a Financial Wellness Platform for employer clients.

Matthew Fisher is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Mariner Wealth Advisors since 2015, initially at the St. Louis office before moving to the Brentwood location. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining customized portfolios with tax and accounting integration.

Ashlei Applegarth is a financial advisor at Mariner in Pittsburgh, PA, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Mariner Wealth Advisers, Back to Barney's, and The Gardenia Branch, as well as time spent as a full-time student. 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, tax services, and family office solutions, employing customized, discretionary portfolios supported by in-house research and third-party managers.

Derek Hankins is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked in the retail sector at Simons Hardware and Bath. 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 customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon for a firm of its size.

Alexis Howard is a CFP® and Series 65-licensed advisor with five years of industry experience, currently affiliated with Mariner Wealth Advisors. Prior to joining Mariner, Alexis worked at Savant Investment Group and has been involved with Financially Brave, LLC since 2019, a personal finance education business focused on teaching beginners about saving, debt elimination, and passive stock market investing. At Financially Brave, Alexis engages in speaking, coaching, and content creation related to personal finance. Mariner Wealth Advisors 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 an internal team and external managers, with notable integration of tax and accounting services uncommon for an enterprise of its size.

Ryan Cusin is a financial advisor at Mariner Wealth Advisors in Bloomington, MN, holding a Series 65 credential with three years of industry experience. Prior to joining Mariner, he worked at CX Institutional, LLC and Gypsum Consulting, among other firms. In addition to his advisory role, he serves as an assistant hockey coach for the Rogers Youth Hockey Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines customized portfolio management with integrated tax and accounting services, supported by an internal investment committee and access to third-party managers.

Brian Santini is a CFP® professional with one year of experience in financial advising. He is currently with Mariner and previously worked at US Trust Company of Delaware. His background includes four years at the University of Delaware and four years at Pequannock Township High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering services such as investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Alicia Fryc is a financial advisor at Mariner with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience at Symmetry Partners, LLC. Fryc has been with Mariner since 2017. 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 and family office services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

John Combias is a CFP® professional with 46 years of experience in the financial advisory industry. He is currently with Mariner and MSEC, LLC and has previous experience at Cambridge Investment Research Advisors and FCG Wealth Management. Combias serves as a trustee of the Belle Buoy Foundation, a family charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Todd Redd is a CFP® with 30 years of experience in the financial services industry. He is currently with Mariner Wealth Advisors, where he has worked since 2022. His prior experience includes nearly a decade with Cetera Advisor Networks and Sageview Private Client Group. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.