Carly Oishi is a financial advisor at Mariner with four years of industry experience. She holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2023. Outside of her advisory work, Oishi has been involved with Per Scholas since 2021. Mariner 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 uses a discretionary, customized investment approach supported by an internal team and third-party managers, and it provides integrated tax and accounting services alongside traditional portfolio management.

Michael Mazzeo is a financial advisor at Mariner with CFP® and ChFC® designations and six years of industry experience. He previously worked at CoreCap Investments, Dworetsky Financial, Equitable Advisors, and Axa Advisors. Mazzeo has contracted as an independent agent with insurance carriers prior to joining Mariner and has occasionally placed business for family members. Mariner serves a diverse 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 employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax services and administrative CFO capabilities uncommon among large advisory firms.

Giuseppe Robalino is a financial advisor at Mariner in New York, NY, holding Series 65 and Series 66 licenses. He joined Mariner in 2026 and has prior experience at Wells Fargo Clearing Services, Bessemer Trust Company, and RNC Genter Capital Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm integrates in-house research with external managers across a wide range of asset classes and offers specialized tax, family office, and financial wellness services not commonly found at firms of its size.

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Jennifer Anker is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. She previously worked at TIAA and TIAA-CREF from 2013 to 2022. Anker is a board member of Washington Women in Need, a nonprofit organization based in Bellevue, WA. Mariner Wealth Advisors 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 an internal research team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

Dylan Younce is a financial advisor at Mariner with a Series 65 designation and 10 years of industry experience. His prior roles include positions at Zacks Investment Management, Personal Capital Advisors Corporation, Fisher Investments, and Mercer Global Advisors Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by an internal management team and third-party platforms, with a notable emphasis on integrated tax and accounting capabilities alongside traditional portfolio management.

Kevin Martin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2025. Prior to joining Mariner, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2025. Mariner serves a diverse 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 to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

Rebecca Farrish is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Her prior roles include positions at Cascadia Wealth Management and Umqua Bank. She serves as treasurer of Hopewell Community Church in Salem, Oregon. Mariner Wealth Advisors serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines internal research with third-party managers and provides a range of strategies and administrative solutions, including integrated tax services and a financial wellness platform for employer clients.

Michael Daniels is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior experience includes roles at Sequoia Financial Group, UBS Financial Services, Merrill Lynch, and Bank of America. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized, discretionary portfolios and offers integrated tax and accounting services along with financial wellness solutions for employer clients.

Matthew Larson is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fairway Independent Mortgage Corporation and Cascadia Advisory Services. Mariner serves a wide range of clients, including individuals, high-net-worth households, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, with notable capabilities in tax integration and employer financial-wellness tools.

Robert Sandrew is a financial advisor at Mariner with 28 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Integrated Wealth Concepts LLC and LPL Financial for nine years. Mariner serves a diverse client base including individuals, high-net-worth households, and various institutional entities, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office 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 enterprise scale.

Michael Roasa is a financial advisor at Mariner with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include Ultra Financial Partners, Claraphi Advisory Network, and Liberty Partners Financial Services. In addition to advising, he is licensed as an insurance producer in Arizona, focusing on accident, health, life, and life settlement insurance since 1977. 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 in-house research with third-party managers and provides integrated tax, accounting, and family office services unusual for a firm of its size.

Robert Biancardi is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Cascadia Advisory Services, Fairway Independent Mortgage Company, and Cetera Advisors LLC. Outside of advisory work, he owns a small digital print shop, Barn Works, Inc. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investments as well as integrated tax and accounting services.

Joseph Sims is a CFA® charterholder with 22 years of industry experience, currently an advisor at Mariner Wealth Advisors since 2021. He previously worked for The Savant Group for 17 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes and strategies.

Teresa Hayes is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. Her prior roles include positions at U.S. Bank, Charles Schwab, Fidelity Investments, and TD Ameritrade. She is also a part owner and operator of a milkshake franchise through Bunny Bean & Bugs Holding Co LLC and serves on the board of a Special Education Foundation. Mariner serves a broad range of clients including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with notable capabilities in tax integration and administrative family office services.

Robert Neigert is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Callan Capital, LLC and Northern Trust. 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 offers integrated tax and accounting services alongside traditional portfolio management.

Brian Fischer is a financial advisor at Mariner with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Mariner in 2023, he worked at Evensky & Katz/Foldes Financial Wealth Management from 2015 to 2023. Mariner serves a diverse client base that includes 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 tax services, employing customized discretionary portfolios supported by both internal research and third-party managers.

Nicholas Caruso is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior work includes roles at ShopRite, Equitable Advisors, and World Finers Foods, Inc. Mariner 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 a discretionary, customized portfolio approach supported by a combination of in-house research and third-party managers, alongside unique tax and administrative capabilities.

Robert Horton is a CFP® with 16 years of experience in the financial industry. He has worked at Mariner Wealth Advisors since 2018 and previously held roles at CliftonLarsonAllen Wealth Advisors, LLC and Fidelity Investments. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios supported by both in-house research and third-party managers.

Adil Masood is a financial advisor at Mariner with Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Achieve Wealth Partners LLC for six years and Forte Capital LLC for 26 years. Outside of his advisory role, he serves on the management committee of Fleur City Holding Co. LLC, a holding entity. 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 a discretionary, customized portfolio approach supported by both internal research and third-party managers, with a notable integration of tax, accounting, and administrative family office services.