Adam Clark is a financial advisor at Mariner Independent with nine years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior experience includes roles at Deloitte Tax LLP, Moneta Group Investment Advisors, LLC, and AdvicePeriod, LLC. Outside of advisory services, he is involved with ITWA CPA Tax Services, providing CPA services unrelated to investments. Mariner Independent serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors and affiliated businesses.

Eric Mundwiller is a financial advisor at Mariner Independent with over 30 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Stifel Independent Advisors, Moneta Group Investment Advisors, and AdvicePeriod, LLC. In addition to his advisory work, Mundwiller is a CPA and founder of Investtax Wealth Advisers, offering investment advisory services through Mariner Platform Solutions. Mariner Independent serves individual clients, including high-net-worth investors, as well as pension plans, trusts, and charitable organizations. The firm provides a range of financial planning and portfolio management services supported by both in-house and third-party resources, with access to diverse investment strategies and affiliated businesses such as a state-chartered trust company and institutional pension consulting.