Hugo Meraz is a CFP® with 19 years of industry experience and currently works at Mariner. His prior roles include positions at Ultra Financial Partners, Claraphi Advisory Network, and Annexus Group. He serves as chairperson of the City of Scottsdale Public Safety Personnel Retirement System. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. 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 among large advisory enterprises.

Christopher Schuch is a CFP® with 16 years of experience in financial advising. He is currently with Mariner, where he has worked since 2021, and previously spent nine years at CliftonLarsonAllen Wealth Advisors, LLC. Outside of his advisory role, Schuch serves as a board member for the Avon Grove Wildcats Girls Lacrosse club and coaches a youth lacrosse team through True Lacrosse, LLC. 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 an internal investment committee and integrates tax, accounting, and family office services alongside its portfolio management capabilities.

Riley Roach is a financial advisor at Mariner with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Mariner, Riley held positions at Duncan Newman Associates, Insight Global, Vuori, and completed a three-year tenure at the University of Southern California. 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 a range of tax and family office services, employing a combination of in-house research and third-party manager allocations across various asset classes and specialized strategies.

Javier Pita is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. His prior roles include positions at Atlantic Family Wealth, LPL Financial, The Schultz Group - Morgan Stanley, and City National Bank of Florida. Mariner serves a diverse clientele including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration uncommon for a firm of its size.

Alex Oliver is a CFP® with 11 years of industry experience. He has worked at Mariner since 2026 and previously spent 11 years at First National Corporation. 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 in-house research and third-party managers, and its services include advanced tax integration and administrative family office capabilities.

Tami Ledger is a financial advisor at Mariner with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked across various Mariner divisions since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Holly Mc Glasson is a CFP® and Series 65 licensed advisor with Mariner Wealth Advisors, based in Amarillo, TX. She has two years of industry experience and previously worked at Wells Fargo Bank and Holiday Inn. Holly has been with Mariner since 2021. 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 employs customized, committee-overseen portfolios combining in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its enterprise scale.

Benjamin Coffaro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, he worked at Putnam Retail Management from 2015 to 2018. Outside of his advisory role, he is Chairman and Co-Founder of Chair Force 1, a Cincinnati-based charity that supplies medical equipment to those in need. 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 discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax and accounting services alongside traditional wealth management.

Lisa Brinig is a CFP® professional with 21 years of industry experience. She has worked at Mariner since 2011 and previously spent nine years with Msec, LLC. Located in San Diego, CA, she is affiliated with Mariner, a firm that serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. Mariner provides investment management, financial planning, retirement plan consulting, and tax services, implementing customized portfolios through a combination of in-house research and third-party managers. The firm is noted for its integrated tax and accounting services and offers administrative family office capabilities alongside a financial wellness platform for employers.

Thaddeus Allen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Brighton Jones, Fisher Investments, and Fidelity Investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party managers, offering a broad range of strategies and integrated tax and accounting capabilities.

Zachary Oyer is a financial advisor with Mariner Wealth Advisors in Naples, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Deloitte and Cambridge Investment Research. Outside of his advisory work, he is also a licensed insurance agent. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm uses discretionary, customized portfolios supported by both internal and third-party resources, with notable integration of tax and accounting services alongside traditional portfolio management.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Adam Simoncelli is a CFA® charterholder and holds a Series 65 license, with two years of industry experience. He has worked at Mariner since 2025 and previously was employed at Cerity Partners LLC, Seabold Capital Management LLC, the National Futures Association, and Northwestern Mutual. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Connor Lacher is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Edelman Financial Engines and RemoteLink Solutions, as well as earlier experience in the food service industry with Woodstock's Pizza. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios that combine in-house research with third-party managers and offers unique integrated tax and accounting services alongside traditional wealth management.

Jesse Taylor is a financial advisor at Mariner with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His work background includes roles at PayQwick, LeafLink, and self-employment prior to joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, offering a wide range of investment strategies along with administrative family office and financial wellness solutions.

Jakub Cech is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Confluence Financial Planning LLC, Bank of America, and Merrill. Prior to his advisory roles, he was involved with Tennis Development LLC, indicating experience outside traditional financial services. 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 an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

Micah Adams is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Stellar J Corporation, Bon Appetit, Biola University, Nekter Juice Bar, Whitworth University, and La Center School District. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers across diverse strategies, and provides integrated tax, accounting, and family office services alongside employer financial-wellness tools.

Amanda Long is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Mariner since 2021 and spent five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as secretary for the Salmon River Park Water Improvement District in Brightwood, OR. 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 supported by an internal management team and third-party managers, with additional offerings such as CFO services and a Financial Wellness Platform.

Ida Cacanindin is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked with The Washington Ballet. She has also spent time in full-time education and as a student. 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 customized discretionary portfolios supported by an internal research team and third-party managers, and provides integrated tax and accounting services along with specialized financial wellness and family office capabilities.

Daniel Lee is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mariner Wealth. His prior roles include positions at Market Guard / Jenkins Wealth, Modern Millennial Wealth LLC, Schwab Private Client Investment Advisory, and Charles Schwab & Co., Inc. He also volunteers as a board member for the Colorado Financial Planning Association, focusing on career development and support for the next generation of financial planners. Mariner Wealth provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm combines in-house and third-party portfolio management with tax integration and operational solutions such as bill payment and financial wellness platforms.