Michael Hebert is a financial advisor at Mariner with Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 19 years and First National Advisors LLC for 28 years. In addition to his advisory role, Hebert serves as a Notary Public for the state of Massachusetts. Mariner 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 in-house research and third-party managers, alongside integrated tax, accounting, and family office services.

Alan Cluverius is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Fisher Investments for seven years and held roles at Minnesota Life Insurance, Virginia Asset Management, and Securian Financial Services. 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 in-house research and third-party managers, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets.

Jillian Thomas is a financial advisor at Mariner with five years of industry experience. She holds the ChFC® designation and Series 65 license. Prior to joining Mariner Wealth Advisors in 2021, she worked at Granite Investment Advisors from 2014 to 2021. She serves as a voluntary board member and Finance Committee member for The Woodside School, a nonprofit providing daycare services to children ages 0-5. 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 supported by an internal investment team and uses a range of strategies including alternatives and digital assets, alongside notable tax and administrative capabilities uncommon among large advisory firms.

Brian Leitner is a CFP® and ChFC® with 21 years of industry experience. He has been with Mariner Wealth Advisors since 2010 and also served as president of Msec, LLC. Leitner is a board member of Giving The Basics and volunteers with the Certified Financial Planner Board, providing insights on exam requirements and curriculum. 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 supported by in-house research and third-party managers, and it maintains robust tax and accounting integration along with specialized financial wellness and family office services.

Danielle Bronner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mariner. Her prior experience includes roles at Ocean Heights Advisors, Miracle Mile Advisors LLC, Green Street Advisors, and Morgan Stanley. She is a board member and secretary of the Jewish Federation of Orange County. 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 uses discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative offerings uncommon in firms of its size.

Thomas Bennett is a financial advisor with Mariner, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at MSEC, LLC, Cetera, Summit Financial Group, and D.A. Davidson & Co. Bennett is also involved with MSEC, LLC in an investment-related capacity. Mariner serves a diverse client base, including individuals, high-net-worth households, institutional plans, and private funds, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolio strategies supported by internal and third-party resources and provides integrated tax, accounting, and family office services not commonly found at firms of its size.

Gregory Bowen is a CFP® and ChFC® with 33 years of experience in financial advising. He is currently a wealth advisor at Mariner and Msec, LLC, having held positions at Cascadia Advisory Services, Cetera Advisors, and Portland Community College. Outside of financial services, he is president of Bowen Consulting Group, an entity established for bookkeeping purposes. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and specialized tax and family office services. The firm utilizes customized discretionary portfolios overseen by an Investment Committee and supports a range of strategies including alternatives and digital assets.

Griffin Weinstein is a CFP® and holds a Series 65 license, currently advising at Mariner with three years of industry experience. His prior roles include positions at Crestmont Private Wealth LLC and Mariner Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and administrative family office services.

Melinda Mclaughlin Hinaman is a CFP® with 11 years of experience in the financial advisory industry. She has been with Mariner since 2018 and previously worked at RiverPoint Capital Management for three years. Hinaman serves as Board Chair for the Beech Acres Foundation and is a member of the Planned Giving Council for the Ronald McDonald House in Cincinnati. 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 combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Geoffrey Waters is a CFP® with 26 years of industry experience, currently advising at Mariner since 2025. His prior roles include over two decades at Strategic Advisers and multiple positions at Fidelity Investments and Alpha Cubed Investments, 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 and family office services. The firm combines customized discretionary portfolios with in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Joyce Skaperdas is a financial advisor at Mariner with 14 years of industry experience. She holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following roles at Granite Investment Advisors and Citizens Securities, Inc. She serves on the board of the Connors Kindness Project, a nonprofit organization based in Woburn, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

Michael Chase Jr. is a CFP® professional at Mariner with six years of industry experience. He has been with Mariner Wealth Advisors since 2016. Mariner serves a diverse client base including individuals, high-net-worth households, 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 and family office services, utilizing customized portfolios overseen by an Investment Committee and supported by internal and third-party managers.

Connor Boone is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he spent eight years in full-time education. 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, and integrated tax and administrative services, utilizing customized discretionary portfolios supported by in-house research and third-party managers.

Lan Song is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Prior to Mariner, Lan worked at firms including Wealth Enhancement Advisory Services, Mutual Securities, and LPL Financial. 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 uses discretionary, customized portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon among firms of its size.

George Greco is a CFP® professional at Mariner with nine years of industry experience. He has been with Mariner Wealth Advisors since 2010. 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 portfolios managed by an Investment Committee and supports clients with integrated tax and accounting services, financial wellness tools, and family office capabilities.

Jay Ernst is a Series 65-registered advisor with Mariner in Cincinnati, OH. He joined Mariner in 2025 after a 20-year career at The Procter & Gamble Company. Ernst has no prior industry experience before joining the firm. 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 employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, along with integrated tax and accounting capabilities uncommon for a firm of its size.

Jenika Cook is a CFP® professional at Mariner with 16 years of industry experience. She has been with Mariner Wealth Advisors since 2006. Outside of her advisory role, she serves as secretary and treasurer for nonprofit organizations including Arts as Language and All In For Nevada, 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 and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and administrative services uncommon at its enterprise scale.

Lindsey Mccool is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner since 2014. She has worked across Mariner’s Oklahoma and broader teams and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as chairwoman of the endowment committee and special events planning committee at YWCA Tulsa and participates in equine marketing and judging activities through LHM Equine Services LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios managed through an internal team and Investment Committee, with offerings that include tax integration and administrative family office capabilities uncommon among large advisory enterprises.

Sanja Hardy is a CFP®-credentialed financial advisor at Mariner with six years of industry experience. She has been with Mariner Wealth Advisors since 2010. 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 in-house research and third-party managers, along with integrated tax, accounting, and family office capabilities.

S. Kyle Cantarella is a financial advisor at Mariner Wealth Advisors in Orlando, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Allegiant Private Advisors and academic appointments at the University of North Florida and Embry-Riddle Aeronautical University. 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 discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.