Muhammad Karim is a financial advisor at Mariner with eight years of experience. He has been with Mariner Wealth Advisors since 2013. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with specialized offerings in tax integration and family office services.

Kyle Coden is a financial advisor at Mariner based in Boston, MA. He holds a Series 65 designation and joined Mariner in 2025 after completing his education. His prior work experience includes roles in education and the service industry. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and financial wellness services alongside its portfolio management.

Sophie Bluestein is a financial advisor at Mariner based in Concord, NH, holding a Series 65 designation. She joined Mariner in 2023 and has prior experience at Insulet Corporation and several other employers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm features discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax, accounting, and financial wellness services.

Stephen Ripic is a financial advisor at Mariner with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Capital Synergy Partners. Outside of advising, he is an independent insurance agent for various companies. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm’s approach includes customized discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting services not commonly found in large advisory enterprises.

Campbell Warren is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. Prior to his current role, he has held positions at Mariner Wealth Advisors and has experience working at Barred Owl Butcher and Table as well as La Bodega. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, 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 family office capabilities.

Rustyn Gallagher is a wealth advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mariner and Msec, LLC since 2011. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers and provides integrated tax, accounting, and administrative CFO services alongside traditional portfolio management.

Dylan Walker is a financial advisor at Mariner with four years of industry experience. He holds a Series 66 designation and has worked at firms including Atlantic Wealth Partners, Morgan Stanley, Bank of America, and Merrill Lynch. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and access to third-party managers, with a notable emphasis on integrated tax services and administrative CFO capabilities.

Patrick Kimbrough is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. He holds Series 65 and Series 66 licenses. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary portfolios supported by in-house research and third-party managers.

Hannah Macias is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 designation. She has been with Mariner since 2022 and has prior experience at Seattle University and The Barton Law Firm. 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 customized, committee-overseen portfolios combining in-house research and third-party managers, with notable integration of tax, accounting, and Financial Wellness Platform services.

Robert Anderson is a CFP® with 19 years of industry experience, currently advising at Mariner in West Des Moines, IA. He has previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services. Anderson serves as a board member of the St. Pius X Church Foundation in Urbandale, IA. 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, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Whitney Reagan is a Series 66-licensed financial advisor with Mariner, based in Overland Park, KS, and has 14 years of industry experience. She has worked with Mariner Wealth Advisors since 2015 and previously with Msec, LLC. Outside of her advisory role, she serves on the board and finance committee of The Children's Place Charitable Foundation and is chairman of the board for the Bicknell Legacy Foundation. 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, with additional capabilities in tax integration and administrative family office services.

Connor Jones is a financial advisor at Mariner with three years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he has experience working in the hospitality and retail sectors. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and also provides integrated tax and accounting services along with specialized financial wellness and family office solutions.

Benjamin Jones is a CFP® professional with 19 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. He previously worked at Allegiant Private Advisors, LLC and Commonwealth Financial Network. Jones is involved with nonprofit organizations, including serving as Chairman of the finance committee at Forty Carrots Family Center and as an Investment Committee member for the William G. & Marie Selby Foundation. Mariner serves a diverse client base ranging from high-net-worth individuals to charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside specialized financial wellness and family office solutions.

John Geilfuss is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior roles include positions at Financial Engines Advisors L.L.C. and T. Rowe Price. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios managed by an Investment Committee and supports its strategies with in-house research and third-party managers, along with integrated tax and accounting services.

Caleb Briggs is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 designation with no prior industry experience. Before joining Mariner, he served in the US Army and Army National Guard and worked in various roles including at the University of South Florida Veterans Office. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax and accounting services alongside portfolio management.

Matthew Mc Gervey is a CFP® with eight years of industry experience and is currently an advisor at Mariner Wealth Advisors. His prior roles include founding McGervey Wealth Management and positions at Paragon Advisors, Inc. and John Carroll University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm integrates discretionary portfolio management with in-house research and third-party strategies, and offers notable tax, accounting, and family office services alongside employer financial wellness tools.

Patrick Howley IV is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Mariner and has worked in various roles there since 2018, including prior experience outside the financial sector at Sweet Basil and Springfield Parking Co. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing 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 offers integrated tax, accounting, and financial wellness solutions that are uncommon for firms of its enterprise scale.

Edward Mc Gervey is a Series 66-licensed advisor with Mariner in Canton, Ohio, bringing 24 years of industry experience. He previously led McGervey Wealth Management, LLC for 13 years before joining Mariner. Outside of advisory work, he serves as treasurer for The Lakes of Kings Creek Homeowners Association and is managing member of McGervey Holdings, LLC. 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 implements discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Douglas Timmerman is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at Msec, LLC, Park Avenue Securities, and Guardian Life Insurance Company. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various pooled investments and third-party managers. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party allocations, with integrated tax, accounting, and family office services uncommon for a firm of its size.

Robert Spears II is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arvest Wealth Management, TIAA, and Cetera. Mariner serves a diverse client base that includes 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 team and third-party managers, and it provides integrated tax and accounting services along with financial wellness tools for employer clients.