Mike Villar is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual. 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 combines internal research with third-party managers and provides specialized services such as coordinated tax compliance, Core Family Office solutions, and a Financial Wellness Platform for employers.

James Karchner is a CFP® and PFS™ with 32 years of industry experience, currently serving at Mariner Wealth Advisors since 2020. Prior to that, he worked at Domani Wealth, LLC and PBWM Holdings, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax services, family office capabilities, and employer financial-wellness tools.

Simon Moran is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Ultra Financial Partners and Vora Wealth Management, among other firms. Moran is also the owner of Dark Knight Capital, LLC, a single-member LLC for personally funded investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by internal and third-party management, and features integrated tax, accounting, and family office services alongside traditional portfolio management.

Patrick Mcdowell is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. He previously worked at Arbor Wealth Management for over a decade. 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 discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon at its scale.

Andrew Newfield is a CFP® professional with two years of industry experience. He currently works at Mariner and previously spent ten years at SCS Capital Management, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides unique offerings like integrated tax and accounting services, administrative CFO capabilities, and a financial wellness platform for employer clients.

Jared Kale is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner. He worked at Wells Fargo Advisors Financial Network LLC for 14 years before joining Mariner in 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, 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 and provides integrated tax and accounting services alongside traditional portfolio management.

Corinne Brogan is a financial advisor at Mariner with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services, Inc., 1792 Wealth Advisors, and Tupler Financial. Brogan also supported 1792 Wealth Advisors in investment research and portfolio management. 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 investment vehicles. The firm combines in-house research with third-party managers and provides services such as tax compliance, CFO support, and employer financial-wellness tools.

Lukas Voith is a financial advisor with Mariner, holding a Series 66 designation and five years of industry experience. Prior to joining Mariner in 2025, he worked at Goldman Sachs for four years and Equitable Advisors for one year. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services that distinguish its enterprise-scale platform.

Steven Callaghan is a financial advisor at Mariner with a Series 65 designation. He has no prior industry experience but served 14 years with the New York City Police Department before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party managers and offers integrated tax, accounting, and financial wellness solutions.

Adam Wright is a CFP®, CFA®, and Series 65 credentialed advisor at Mariner with 13 years of industry experience. He previously founded and led Wright Associates Inc for 14 years before joining Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and integrates comprehensive tax and accounting services alongside traditional portfolio management.

Thomas Ahern is a financial advisor at Mariner with four years of industry experience. He holds a Series 65 designation and has been with Mariner 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, and coordinated tax services, employing customized discretionary portfolios supported by in-house research and external managers.

Thomas Guillebeau is a financial advisor with Mariner Wealth Advisors in Wilmington, DE. He holds the ChFC® designation and Series 66 license, and has 12 years of industry experience. His prior roles include positions at Merrill and Osaic Wealth, Inc. He serves as chairman of the Weldin Park Civic Association in Wilmington. Mariner serves a diverse client base, including 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 an internal investment team and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

Samuel Gaeta is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Defined Financial Planning LLC, J.W. Cole Financial, Global Financial Private Capital, and Wealth Beta. 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 overseen by an Investment Committee and integrates in-house research with third-party managers across a wide range of asset classes and strategies.

William Burnette is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Mariner since 2021 and previously spent seven years with Commonwealth Advisory Group, Ltd. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Orion Marx is a financial advisor with Mariner Wealth Advisors, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously spent 29 years at Lincoln Financial Advisors Corporation and has been with Mariner since 2024. Marx serves as a committee member for the Fanconi Cancer Foundation in Sarasota, FL, where he participates in fundraising activities. 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 in-house research with third-party managers across a range of strategies and provides integrated tax, accounting, and family office services.

Michael Snowden Jr. is a Series 66 licensed advisor with 16 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. Prior to joining Mariner, he worked for Lang Advisors, LLC, doing business as Channel Islands Financial Group, for seven years. He is also a member of the Channel Islands Group holding company. Mariner Wealth Advisors serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and supports integrated tax and accounting services alongside traditional portfolio management.

James Cooper III is a financial advisor at Mariner with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mariner since 2013. Outside of his advisory role, Cooper serves as treasurer on the board of Building All Children, Inc. and is a member of the church governance board at Asbury Church, Inc. 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 an internal investment team and third-party managers, with additional services such as coordinated tax compliance, CFO capabilities, and a financial wellness platform for employer clients.

Anju Mohindru is a financial advisor at Mariner with 18 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors for 15 years. Outside of advisory work, she serves as a notary public in Laguna Woods, CA. 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 discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Matthew Rice is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at RiverPoint Capital Management from 2016 to 2018. He is based in Indianapolis, IN. 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 capabilities, employing a combination of discretionary customized portfolios and extensive tax and accounting integration.

Jarret Van Acker is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior roles include positions at Savant Wealth Management and Mariner Wealth Advisors. 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, combining in-house research with third-party managers across a range of asset classes and strategies.