Madison Dill is a financial advisor at Mariner with four years of industry experience. She holds a Series 65 designation and previously worked at Corbenic Partners, LLC and Bloomsburg University. 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 customized, discretionary portfolio strategies supported by an internal management team and third-party managers, and provides integrated tax and administrative services uncommon for enterprises of its size.

Teresa Gerhardt is a CFP® professional with five years of industry experience. She has worked at Mariner Wealth Advisors since 2018 and previously spent three years with Retirement Income Solutions. Mariner 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 investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party manager allocations and providing specialized retirement plan solutions.

Kaley Carter is a Series 65 licensed advisor with Mariner, based in Overland Park, KS, and has three years of industry experience. She has held various advisory roles within Mariner Wealth Advisors since 2015. 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 supported by internal research and third-party managers, along with integrated tax services and financial wellness tools.

Michelle Cross is a CFP® professional with 14 years of industry experience, currently serving with Mariner Wealth Advisors since 2021. Her prior roles include positions at Allegiant Private Advisors, Commonwealth Financial Network, and H. Beck, Inc., among others. She serves as Treasurer on the board of the Southwest Florida Estate Planning Council. 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 plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with specialized capabilities in tax integration and employer financial wellness solutions.

Jason Mcelwee is a financial advisor with Mariner Wealth Advisors, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Msec, LLC, Tortoise Securities, Tortoise Investment Partners, Montage Investments, and Montage Securities. He is based in Overland Park, Kansas. Mariner Wealth Advisors 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 complemented by integrated tax, accounting, and family office services.

Michael Garzi is a CFP® professional at Mariner with five years of industry experience. Prior to joining Mariner in 2025, he worked seven years at Forte Capital LLC and has experience in roles at Paychex and the Rochester Rhinos. 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, typically implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Michael Horne is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he manages a rental property in Chatham, MA. Mariner serves a diverse client base including individuals, institutions, 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 a notable integration of tax and accounting services uncommon for firms of its size.

Courtney Dent is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and five years of industry experience. She has worked at Mariner since 2020 and has prior experience at firms including Boyum Barenscheer, LLP and AgCountry Farm Credit Services. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, alongside specialized tax and administrative financial services.

Rishi Patel is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. His prior work history includes roles at Ernst & Young LLP and J.P. Morgan Chase & Co. Mariner serves a broad mix of clients through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party manager allocations and offers a range of strategies including equity, fixed income, alternatives, and digital assets.

Eric Bokesch is a financial advisor with Mariner who holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Cambridge Investment Research Advisors, Pinnacle Wealth Management, and Securities America. He is currently associated with Mariner Institutional and Mariner Wealth Advisors. 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 services. The firm employs customized, committee-overseen portfolios that combine in-house research with third-party manager allocations and provides integrated tax and accounting services alongside traditional portfolio management.

Peter Hansen is a financial advisor at Mariner with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2012 to 2020. Hansen is also involved with MSEC, LLC in an investment-related capacity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and investment committee, and is notable for its integrated tax and accounting services as well as operational CFO capabilities.

L. Dorsey is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at FCG Advisors LLC and Cambridge Investment Research Advisors. Outside of advisory work, he is an author and serves as the chairman of a donor-advised fund. 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 services. The firm offers customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax, accounting, and family office services.

Kolby Wilson is a financial advisor with Mariner, holding a Series 65 designation and two years of industry experience. Prior to joining Mariner in 2024, he worked at Capital Planning LLC, SageView Advisory Group, and GuideStone Financial Resources. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers across a wide range of asset classes and strategies.

Steven Peterson is a CFP® with four years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner in 2026, he held roles at Focus Partners Wealth, LLC, Adero Partners, LLC, UBS, and Cynthia Nowicki Moore, CFP. Outside of finance, he worked for two years at Percival Brewing Company. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, 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, with a notable integration of tax and accounting services uncommon for firms of its scale.

Nolan Kamerer is a CFP® professional with 12 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Prior to joining Mariner, he worked at RiverPoint Capital Management for four years. He serves as a board member of the HealthPath Foundation of Ohio. Mariner Wealth Advisors 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 uses customized, discretionary portfolios supported by a dedicated investment committee and integrates tax and accounting services alongside traditional portfolio management.

Johnny Tep is a CFP® with one year of industry experience, currently serving as a financial advisor at Mariner. His prior work includes roles at Walker Wealth, Griffin Capital Securities, and GCI Solar. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios managed by an Investment Committee and supported by in-house research and third-party managers.

Ashley Quick is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill from 2011 to 2020 before joining Mariner in 2020. She also has experience with Msec, LLC from 2020 to 2025. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Benjamin Albertson is a Series 65-credentialed advisor at Mariner with eight years of industry experience. His prior work includes positions at RTS Financial, Security Benefit, CBW Bank, and the Topeka Country Club. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with additional services such as Core Family Office offerings and employer financial-wellness tools.

Luca Vujovic is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mariner. Before joining Mariner in 2018, he worked at Summit Strategies Group for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external management and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Nicholas Strunc is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following previous roles at AdvicePeriod, LLC and Aequitas Wealth Management. Nicholas is based in Los Angeles, CA. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing 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 emphasis on integrated tax and accounting services uncommon among large advisory firms.