Adam Clark is a CFP®, PFS™, and Series 65-licensed advisor with eight years of industry experience. He is currently affiliated with Mariner Independent and also manages Investtax Wealth Advisers, LLC, and ITWA CPA Tax Services, where he provides CPA services unrelated to investments. Clark has prior experience with Moneta Group Investment Advisors and Deloitte Tax LLP. Mariner Independent serves a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and both investment and tax advisory services through a platform that integrates institutional and retirement plan resources.

Eric Mundwiller is a financial advisor at Mariner Independent with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. His prior work includes roles at Moneta Group Investment Advisors, LLC, and he is the founder and managing partner of Investtax Wealth Advisers, LLC. Outside of advisory work, he is a CPA with ITWA CPA Tax Services. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a platform that integrates institutional and retirement plan resources.