Jacob Dorman is a CFP® professional with 13 years of industry experience, currently advising at Mariner since 2022. He co-owns Dorman & Company Inc., an event services business for which he provides consulting on weekends. Prior to Mariner, he worked at AdvicePeriod, LLC and ran his own wealth management firm. Mariner serves a diverse client base including high-net-worth individuals, institutions, and private funds, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office support. The firm employs customized discretionary portfolios supported by both internal and third-party management, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Dennis Lohouse is a CFA® charterholder with five years of industry experience. He has been with Mariner since 2025, following a 16-year tenure at Forte Capital LLC. Outside of his advisory role, he is the owner and member of Fleur City Holding Co. LLC, a holding company based in Rochester, NY. 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 coordinated tax and family office services, utilizing customized portfolios that combine in-house research with third-party manager allocations.

Timothy Duncan is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Mariner affiliates since 2014, including Mariner Institutional and Mariner Wealth Advisors. He is also a member of the Lincoln Financial Group Consultant Advisory Council. 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 uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Eleanor Daniel is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and has previously worked at Hightower Advisors, JP Morgan, and Wells Fargo. 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 tax coordination. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Adrian Huerta is a CFP®-certified financial advisor at Mariner Wealth Advisors with nine years of industry experience. He previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, Merrill, and held a position at William Paterson University. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.

Kenneth Powell is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Mariner Wealth Advisors, LLC since 2007. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and integrates tax and accounting services uncommon for large advisory enterprises.

Tad Sacheck is a financial advisor at Mariner with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Prudent Insurance, LLC, Atlantic Wealth Partners, LLC, and Raymond James Financial Services Advisors. Sacheck is also involved in insurance sales focusing on life, health, and variable annuities. 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 a discretionary, customized portfolio approach supported by an internal team and third-party managers, and it provides integrated tax and accounting services along with financial wellness tools for employers.

Adam Link is a financial advisor at Mariner with two years of industry experience. He holds the Series 65 designation and has a background that includes roles at Missouri State University and several educational institutions. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable capabilities in integrated tax services and employer financial wellness solutions.

Brian Heithoff is a CFP® professional with 32 years of industry experience. He has worked at Mariner Wealth Advisors since 2015 and is also associated with MSEC, LLC. 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 customized, discretionary portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services uncommon for firms of its size.

Henry Cox is a CFP® professional with one year of industry experience. He is currently with Mariner and previously held roles at Mercer Global Advisors Inc. and Essex Mortgage. 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 employs discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax and administrative capabilities uncommon for a firm of its size.

Jeremy Moniz is a CFP® professional with six years of experience in financial advising. He is currently with Mariner Wealth Advisors, where he has worked since 2019, after previous roles at Mercer Global Advisors Inc. and Northwestern Mutual. Moniz’s background also includes four years working at the University of Nevada-Reno. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside traditional wealth management.

Richard Lunsford is a CFP® and ChFC® with 20 years of industry experience. He joined Mariner Wealth in 2024 and previously worked at Financial Engines Advisors, Schwab Private Client Investment Advisory, Creative Planning, and USAA financial planning services. Outside of advising, he is a partner in an Amazon storefront business. 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 discretionary, customized portfolios supported by an internal team and third-party managers, with notable integration of tax and accounting services.

Betsy Dow is a financial advisor at Mariner with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Mariner Wealth Advisors and its related entity MSEC, LLC since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Joseph Ford Jr. is a CFP® certificant with 12 years of industry experience, currently advising at Mariner since 2018. Prior to joining Mariner, he worked at JPMorgan Securities LLC from 2014 to 2018. He holds the Series 66 license and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and external managers, and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Daniel Ruiz is a CFP® certificant with 12 years of industry experience. He is currently with Mariner, where he has worked since 2021, following five years at Northwestern Mutual Wealth Management Company. Outside of advising, he owns a photography business in Washington state. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers across a wide range of investment strategies and provides integrated tax and administrative solutions uncommon among large advisory enterprises.

Jennifer Potmesil is a CFP® professional with 11 years of industry experience, currently with Mariner and previously with Merrill. She has been with Mariner since 2018 and recently started at Msec, LLC in 2026. Outside of her advisory roles, she serves as a clerk in Council Bluffs, IA. 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 a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Brandon Phillips is a financial advisor at Mariner with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2018, following four years at Riverpoint Capital Management, LLC. Mariner serves a diverse range of clients, 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, tax and accounting integration, and unique operational services such as administrative CFO capabilities and employer financial-wellness tools.

Zachary Bullard is a CFP® and Series 65-licensed advisor at Mariner with four years of industry experience. He previously worked at Pierson Wealth Management and One Capital Management. His background includes diverse roles extending from financial advising to periods focusing on travel. Mariner serves a wide range of clients, 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 coordinated tax services, utilizing discretionary, customized portfolios supported by an internal team and third-party managers.

Zachary Pflughaupt is a financial advisor at Mariner with eight years of industry experience and a Series 66 designation. He has held roles at Waddell & Reed, Inc. and currently is associated with MSEC, LLC as well as Mariner Wealth Advisors. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax 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 for a firm of its size.

Brian Dunmire is a financial advisor with Mariner in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Financial Engines and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses a combination of in-house research and third-party managers to implement customized, discretionary portfolios across various asset classes and strategies.