Adam Kuhlmann is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and previously worked at Nuveen, Winslow Capital, and WHV Investments, Inc. He has been with Mariner since 2025. Mariner serves a broad mix of clients, 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, implementing customized portfolios overseen by an Investment Committee and supported by both in-house research and third-party managers.

Matthew Almeida is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He currently works at Mariner and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Citi Private Bank. Almeida is based in Boston, MA. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to provide discretionary, customized portfolios and also offers integrated tax, accounting, and family office services.

Alexandra Scott is a CFP® with five years of industry experience, currently advising at Mariner Wealth Advisors. Her prior roles include positions at Empirical Wealth Management, UBS Financial Services, and Brio Financial Group. 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 services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Reese Nickerson is a financial advisor at Mariner with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at SWBC Investment Services, LLC for six years and held positions at DraftKings, Fidelity Investments, and M.F. Reynolds. Reese is based in Weston, Massachusetts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm emphasizes discretionary, customized portfolios supported by an internal investment team and third-party managers, with integrated tax and accounting services uncommon for a firm of its size.

Christopher Ferrara is a financial advisor with Mariner in New York, NY, holding a Series 65 designation and four years of industry experience. He has been with Mariner since 2016. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios with a combination of in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Zachary Hayes is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022. His prior roles include positions at Hayes Financial, Inc. and Raymond James Financial. 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 third-party managers. The firm combines internal research with external allocations across a wide range of asset classes and provides integrated tax and accounting services alongside portfolio management.

Lauren Burke is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at Lockton Companies and Saint Louis University. Outside of finance, she has been involved with the Philcrest Hills Tennis and Pickleball Club. 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, and coordinated tax and family office services, implementing customized portfolios supported by an internal team and third-party managers.

Christopher Housen is a CFP® professional with 34 years of industry experience. He is affiliated with Mariner in Palm Beach Gardens, FL, and has prior work history with Msec, LLC, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory role, he is a member of LLCs that hold minority investments in franchise stores and golf courses. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with specialized tax and administrative family office services.

Mary Duplantier is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, she held roles at JP Morgan Chase Bank and Carter's. Outside of finance, she is the owner and CEO of Eve Luxe, Co., a business specializing in bath and body products and home fragrances. 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, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Ryan Maddex is a CFP® professional based in Wichita, KS, with five years of industry experience. He is currently with Mariner and previously held roles at Global Retirement Partners, LLC, LPL Financial, LLC, Korol Financial Group, and Advisors Excel. Outside of financial advisory, his background includes work at Washburn University and experience in the hospitality industry. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a discretionary, customized portfolio approach supported by in-house and third-party resources.

Joseph Schulok is a financial advisor at Mariner in Knoxville, TN, holding a Series 65 credential. He has no prior industry experience and joined Mariner in 2026 after roles at Frazier Financial Advisors and Tricord Wealth Advisors. Schulok also worked with the Forest Hills Swim Club and has been a full-time student at The Ohio State University. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with specialized services such as tax integration and financial wellness platforms.

Luke Kremzar is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Before joining Mariner Wealth in 2025, he worked at Cassady Schiller CPA's and Advisers from 2021 to 2025. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party managers, and it offers integrated tax, accounting, and family office services alongside innovative employer financial wellness tools.

Yi Mandeville Ott is a CFP® professional based in Austin, Texas, with one year of industry experience. Ott has worked primarily at Mariner Wealth Advisors, with previous roles at Dimensional Fund Advisors, Lisa Rhynes CPA, Santa Francis Hospital, and Stillwater Family Pharmacy. Mariner serves a broad range of clients, 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, utilizing customized portfolios supported by an internal investment team and third-party managers.

David Bell is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. He has worked at 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 provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to offer customized portfolio strategies.

Stephen Wagner is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at UBS Financial Services Inc., JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Moneta Group Investment Advisors, LLC. 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 customized discretionary portfolios supported by in-house research and third-party managers, with an emphasis on integrated tax and accounting services uncommon among large advisory firms.

Jonathan Hyre is a CFP® with five years of industry experience, currently serving at Mariner Wealth Advisors since 2022. His prior roles include positions at The Legacy Financial Group, CCK Strategies PLLP, and Bank of Oklahoma. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Alivia Kaiser is a Series 65 credentialed advisor at Mariner with one year of industry experience. She has held multiple roles including tutoring at Kansas State University and participation in Powercat Financial at the university. Mariner serves a broad client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized portfolios overseen by an Investment Committee and integrates in-house research with external managers, while also offering extensive tax, accounting, and family office services uncommon at the enterprise scale.

Rebecca Allen is a financial advisor at Mariner with Series 65 and Series 66 licenses and one year of industry experience. She previously served in the United States Air Force and Air Force Reserve for a total of ten years. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers discretionary, customized portfolios supported by in-house research and third-party platforms, along with integrated tax services and administrative family office capabilities.

Scott Mesa is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2023. His prior work includes roles at Wells Fargo Clearing, IEQ Capital, BNY Mellon Securities Corporation, and Rim Securities. He is president of the newly established Latino Professionals chapter in Orange County and serves on the planning committee for the SER Summit for Latin@s in Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and offers unique tax integration and family office capabilities for its enterprise-scale clients.

Phillipe Paret is a financial advisor at Mariner with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Imperio Wealth Advisors, VIM Global Advisors, Mass Mutual Investors Services, and New York Life. Outside of advisory work, he serves as a board member for the Financial Planning Association and the Estate Planning Council of Miami, and is involved in business consulting through Rize Global Partners. Mariner serves a diverse range of clients, 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, and provides integrated tax and accounting services along with family office and employer financial wellness solutions.