Benjamin Voelker is a CFP® professional with 22 years of industry experience, currently serving at Mariner Wealth Advisors in Phoenix, AZ. Prior to joining Mariner, he worked at Merrill for 16 years. He is a member of the Board of Directors at Phoenix Country Club. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with in-house research and third-party allocations, and offers integrated tax and accounting services alongside traditional portfolio management.

Jennifer Labenz is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and Ameriprise Financial Services, Inc. before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting services. The firm offers customized portfolio solutions supported by in-house research and external managers, along with integrated tax, accounting, and financial wellness services.

Matthew Blake is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Moss Adams Wealth Advisors, First Western Trust Financial, Centric Investment Group, Wambolt & Associates, and My Portfolio Guide, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers and alternative investment strategies.

Thomas Hall is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent six years at Homrich Berg. Mariner serves a diverse client base including 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 employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Jason Pan is a CFP® professional with 10 years of industry experience. He currently works at Mariner Wealth Advisors and has previously been employed at firms including Mason Investment Advisory Services, The Mather Group, Facet Wealth, Sullivan, Bruyette, Spero & Blayney, EF Legacy Securities, and Edelman Financial. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by an investment committee and offers a range of strategies across equities, fixed income, alternatives, and digital assets, with notable integration of tax and accounting services uncommon among large advisory firms.

Jamie Weems is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2014. Based in Overland Park, KS, Weems holds a Series 65 license and focuses on client financial planning and investment management. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering services such as investment management, retirement plan consulting, and coordinated tax and family office services. The firm combines discretionary, customized portfolio management with in-house research and third-party solutions, supported by integrated tax, accounting, and administrative capabilities.

Russell Pixler is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. His prior roles include positions at 1 St Global Advisors Inc., 1st Global Capital Corp., and Foundations Wealth Management. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and administrative capabilities uncommon for a firm of its scale.

Samuel Curran is a CFP® and Series 65-licensed financial advisor at Mariner with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent three years at ClearArc Capital. Curran serves on the Board of Directors for the Friendly Sons of St. Patrick Foundation and is an investment committee member for 4C for Children in Bellevue, WA. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and provides a range of strategies spanning equities, fixed income, alternatives, and digital assets.

Brad Residori is a financial advisor at Mariner with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 15 years at Waddell & Reed, Inc. He is also the sole member of BMR Capital Enterprises, LLC, an investment-related business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and Investment Committee, and provides integrated tax services, family office capabilities, and employer financial wellness tools.

Douglas Ramsey is a CFP® with 26 years of industry experience. He is currently with Mariner Wealth Advisors and MSEC, LLC, having previously worked at Hyre Personal Wealth Advisors and Raymond James Financial Services Advisors, Inc. Outside of his advisory roles, Ramsey is the owner of D. Ramsey Investments, LLC, a non-investment-related business. Mariner serves a broad range of clients including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with a notable emphasis on tax and accounting integration alongside traditional portfolio management.

Robert Butler is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors since 2020. His prior roles include positions at Cedar Rowe Partners and Goldman Sachs Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, and specialized services such as coordinated tax services and Core Family Office solutions. The firm employs a discretionary investment approach supported by in-house research and third-party managers, with capabilities spanning traditional and alternative asset classes as well as integrated tax and administrative services.

Marcus Melnarik is a CFP® and Series 65 credentialed advisor at Mariner with four years of industry experience. He has been with Mariner Wealth Advisors since 2020 and previously worked at U.S. Bank and Oak Ridge Country Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm provides discretionary, customized portfolios supported by internal research and third-party managers, alongside coordinated tax services and financial wellness tools.

David Hill is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2012. He is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with capabilities that include alternatives, structured notes, and digital assets alongside comprehensive tax and administrative services.

Daniel Ogrodny is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following prior roles at Arlington Wealth Management and The Planning Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services uncommon among large advisory enterprises.

Jorge Soriano is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dimensional Fund Advisors and AdvicePeriod, LLC. Outside of advising, he is a landlord managing rental property. Mariner serves a broad range of clients such as 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, along with integrated tax and accounting services and employer financial wellness tools.

Jordan Beadle is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has been with Mariner since 2018, including the firm's current Oakbrook Terrace, IL office. Prior to joining Mariner, he worked at VS Technology, Inc. Mariner serves a diverse client base, including individuals, trusts, and institutional accounts, offering investment management, financial planning, retirement consulting, and tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it integrates tax and accounting services along with administrative family office and financial wellness capabilities.

David Stofer is a ChFC® with over 40 years of industry experience. He is currently with Mariner, where he has worked since 2018 in various roles including Mariner Institutional and Mariner Wealth Advisors. His prior work includes a decade at Msec, LLC. Outside of his advisory work, he serves on the board of Evoshare, a non-investment-related organization. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house and third-party management, and offers integrated tax, accounting, and financial wellness services uncommon for firms of its size.

Kathleen Yanelli is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. She is also an independent insurance agent. Mariner serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with third-party managers and specialized strategies across multiple asset classes.

Bryan Lester is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Alpha Capital Management, Herbert J. Sims & Co. Inc, and Oxbow Advisors, LLC. He serves as Senior Director on the board of a Foundation, performing general administrative duties. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm implements customized, discretionary portfolios with support from an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Afton Yaeger is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Mariner Wealth Advisors and Msec, LLC since 2019, and previously at Triad Advisors Inc and Martin Financial Group. She serves as a board member of One Southern Indiana, assisting in connecting potential new members to the organization. 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 access to pooled vehicles and third-party managers. The firm combines in-house research with external allocations across various asset classes and provides integrated tax and accounting services uncommon among large advisory enterprises.