Barbara Bensink is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner since 2025. She previously worked for Forte Capital LLC for ten 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 offers customized discretionary portfolios supported by both internal research and third-party managers, along with integrated tax and accounting services and administrative family office capabilities.

Lynne Mathews is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 designation and has worked previously at Arbor Wealth Management and Waldorff Insurance and Bonding. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering 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 create customized portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

James Alban is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at New York Life Insurance Company, Principal Life Insurance, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Mariner serves a wide 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 services, utilizing discretionary, customized portfolios supported by both in-house and third-party management.

Patricia Finch is a Series 66-licensed financial advisor with Mariner Wealth Advisors, bringing 17 years of industry experience. She worked at Mcgervey Wealth Management, LLC for 12 years before joining Mariner in 2022. Outside of her advisory role, she is a breeder of Labrador Retrievers and serves as a UKC conformation apprentice judge. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services uncommon for firms of its size.

Steven Grossblatt is a financial advisor at Mariner with 22 years of industry experience and holds Series 65, Series 63, and Series 66 licenses. He has previous experience with Western International Securities, Inc. and Taurus Asset Management, LLC. Grossblatt serves on the Investment Committee of The Leffell School. 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 tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational capabilities.

Richard Bader is a CFP® currently with Mariner Wealth Advisors, bringing four years of industry experience. Prior to joining Mariner, he worked at Janover from 2014 to 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, alongside specialized tax and administrative financial services.

Phillip Boscarino is a financial advisor at Mariner with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022, previously spending six years with AdvicePeriod, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Paul Cantor is a financial advisor with Mariner Wealth Advisors, holding CFP®, CFA®, and Series 63 credentials and bringing 12 years of industry experience. He has worked at Mariner since 2021, following positions at Allegiant Private Advisors and Commonwealth Financial Network. Mariner serves a diverse client base including individuals, institutions, 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 an investment committee and combines in-house research with third-party manager allocations, alongside specialized tax integration and employer financial-wellness tools.

Adam Kotz is a Series 65-credentialed financial advisor at Mariner with 11 years of industry experience. He has worked at Mariner Wealth Advisors and its New York office since 2012. 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 combines in-house research with third-party managers to provide customized portfolios and also offers integrated tax and accounting services along with family office and financial wellness solutions.

Brian Parsons is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth since 2024. He previously worked at Morgan Stanley from 2018 to 2024 and has held roles at Hennion & Walsh, Inc. and the University of Rhode Island. Parsons has experience in both advisory and academic settings. 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 customized portfolio strategies with a combination of in-house research and third-party managers, and provides integrated tax and administrative CFO services uncommon in large advisory enterprises.

Aaron Clark is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Mariner Wealth Advisors in Scottsdale, AZ, where he has worked since 2019. His prior experience includes roles at BOK Financial Securities, Inc. and Bokf, NA. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services.

Amanda Tortorelli is a financial advisor at Mariner with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Inspira Financial Services, Howard Capital Management, Edelman Financial Engines, E*TRADE (formerly Trust Company of America), and National Planning Holdings. Mariner serves a wide range of clients, including high-net-worth 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, as well as integrated tax, accounting, and financial wellness solutions.

Marc Singer is a CFP® with 41 years of industry experience, currently serving at Mariner in Coral Gables, FL. His prior work includes long-term roles at Singer Xenos Wealth Management, Singer Xenos Securities Corp., and Physicians Investment Advisors. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

Craig Smith is a CFA® charterholder with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at Granite Investment Advisors, Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal investment committee and integrates tax, accounting, and financial wellness services alongside traditional portfolio management.

Derrick Kowal is a financial advisor at Mariner Wealth Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, The Prudential Insurance Company of America, PRUCO Securities LLC, and T. Rowe Price Investment Services. Mariner Wealth Advisors serves a diverse client base, 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 notable integration of tax, accounting, and financial wellness services.

Renrick Pesce is a CFP® professional with nine years of experience in financial advising. He is currently with Mariner and previously held roles at CITY NATIONAL BANK, RBC Capital Markets, Fidelity Brokerage Services, AXA Advisors, and John Hancock entities. His background also includes experience outside finance, having worked at both Lyft and Uber. 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 and family office services. The firm uses discretionary, customized portfolios supported by an internal management team and third-party allocations, with a notable integration of tax and accounting services uncommon for a firm of its size.

Casey Hauser is a financial advisor at Mariner with 11 years of industry experience. He holds the Series 66 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Vantage Investment Advisors and Montage Securities. Mariner serves a wide range of clients, 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 portfolio strategies supported by in-house research and third-party managers, and also provides integrated tax, accounting, and family office services uncommon for firms of its size.

Michael Contant is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously spent eight years at Patriot Wealth Management, Inc. 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 a discretionary, customized portfolio approach overseen by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.

Eric Towell is a CFP® designated financial advisor with 27 years of industry experience. He is currently with Mariner Wealth Advisors, having joined in 2023, and previously worked at firms including Cerity Partners, ARGI Investment Services, Empire Asset Management Company, Edward Jones, and Invesco Distributors. Towell serves as a trustee and board member for the Louisville-based non-profit River Fields. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Christopher Nicholson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at TIAA-CREF and Global Financial Private Capital. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, customized portfolios supported by an internal investment team and third-party managers, alongside integrated tax and accounting services and a range of operational capabilities such as Core Family Office services and employer financial-wellness tools.