Erin Bonucchi is a CFP® professional with six years of experience in financial advising. She has been with Mariner Wealth Advisors since 2018, following three years at Capstone Financial Advisors, Inc. Erin is based in Oakbrook Terrace, IL. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal investment team and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Bridget Camalick is a CFP® professional with four years of industry experience. She is currently with Mariner and previously worked at The Mather Group, LLC. Mariner serves a diverse client base, including individuals, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines internal research with third-party managers and provides specialized services such as ERISA 3(38) solutions and coordinated tax and accounting integration.

Adrian Fedorkiw is a financial advisor at Mariner with four years of industry experience. He holds the Series 65 designation and is based in Madison, NJ. He has been with Mariner since 2022. 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 access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across various strategies, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Gaylyn Mc Gregor is a financial advisor at Mariner with four years of industry experience and holds a Series 65 credential. Prior to joining Mariner Wealth Advisors in 2022, Gaylyn worked at Talbots and Equity Bank, and spent 17 years at Commerce Trust Company. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party manager allocations, along with integrated tax and accounting services uncommon for a firm of its size.

Joseph Curran is a CFP® and holds a Series 65 credential with two years of industry experience. He has worked at Mariner since 2026 and previously held roles at First National Advisors, LLC, Lexington Wealth Management, and Repligen Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and various tax and family office services. The firm employs customized discretionary portfolio management supported by both internal research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Adam Finke is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Mariner. His career includes multiple roles within Mariner Wealth Advisors since 2017 and a brief tenure at Waddell & Reed. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting capabilities uncommon for a firm of its size.

Brian Worgan is a financial advisor at Mariner with 19 years of industry experience. His prior positions include roles at BNY Mellon Securities Corporation, BNY Mellon, LPL Financial, and SunTrust Bank. He holds Series 63, Series 65, and Series 66 licenses. Mariner serves a diverse 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 implements customized discretionary portfolios combining internal research with third-party managers and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Justin Erfer is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Peapack Private Family Office Services, Bleakley Financial Group, and LPL Financial, among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm provides customized discretionary portfolios managed by an internal team and an Investment Committee, with capabilities spanning equity, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Melodie Hughes is a financial advisor at Mariner with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized, discretionary portfolios overseen by an Investment Committee and supports a range of asset classes and strategies while offering integrated tax and administrative services uncommon for a firm of its size.

Matthew Maiers is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal investment team and third-party managers, and it offers integrated tax, accounting, and employer financial-wellness solutions.

Amy Gordon is a Series 65-licensed financial advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2017 and previously spent five years at Adams Hall Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as 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 features integrated tax, accounting, and family office capabilities alongside its traditional advisory offerings.

Lorenzo Alfonso is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Grant Private Wealth Management, Inc. for four years. 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 and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon at its enterprise scale.

Sonu Johar is a financial advisor at Mariner with five years of industry experience. He previously worked for sixteen years at Forte Capital LLC. Outside of advising, Johar is a co-owner of a bar and restaurant in Rochester and serves on the board of Visual Studies Workshop Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services.

Amanda Cuccinello is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. She has worked at Mariner Wealth Advisors since 2021 and previously spent five years at Ernst & Young. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and tax services. The firm uses customized portfolios overseen by an Investment Committee and combines in-house research with third-party managers, offering a wide range of strategies along with integrated tax, accounting, and family office services.

John Van De Steeg is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Mariner Wealth Advisors in Plano, TX. His background includes roles in education and nonprofit organizations, as well as experience outside the financial industry. Mariner serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon in large enterprise advisory firms.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior firms include Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. Dawn is also a Certified Divorce Financial Analyst, providing divorce financial analysis to individuals and couples. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm’s investment approach combines in-house research with third-party managers across various asset classes and includes integrated tax and administrative services uncommon in large advisory enterprises.

James Viers is a financial advisor at Mariner with 15 years of industry experience. He holds a Series 66 designation and previously worked at George K. Baum & Company before joining Mariner in 2020. He also serves as a senior manager in compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios managed by an Investment Committee and blends in-house research with third-party managers, while providing specialized tax, accounting, and financial wellness services.

Christopher Cerini is a financial advisor at Mariner with 17 years of industry experience. He holds a Series 66 license and has previously worked at AdvicePeriod and Western International Securities, Inc. Cerini is based in Los Angeles, CA. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides customized investment management, financial planning, retirement consulting, tax services, and family office solutions, supported by an internal portfolio management team and a wide range of investment strategies.

Kenneth Paglio is a financial advisor at Mariner with 8 years of industry experience. He has been with Mariner Wealth Advisors since 2015. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and also offers unique tax, accounting, and family office services.

Jason Kiddoo is a financial advisor at Mariner with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Capital Management. Mariner serves a wide range of clients, including individuals, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s investment approach features customized discretionary portfolios supported by an internal management team and third-party managers, with integrated tax and accounting capabilities and operational CFO services.