Corey Lehan is a CFP® professional with nine years of industry experience, currently advising clients at Mariner. He previously worked at Edward Jones and AXA Advisors, LLC, and has a background that includes time at Florida State University. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and provides integrated tax and accounting services along with operational family office and financial wellness solutions.

Casey Gilligan is a CFP® and Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with five years of industry experience. Prior to joining Mariner in 2021, he worked at Medpace and Midwest Switchgear Services. He serves as Co-Chair of the Southern Ohio Chapter of the Crohn's & Colitis Foundation, participating on the planning and fundraising board. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax and administrative CFO services.

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.

Neal Mc Mahon is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and experience in the industry since 2016. He previously worked at U.S. Bank Private Wealth Management and PNC Private Bank before joining Mariner. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios with an in-house investment committee and integrates tax and accounting 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.

Andrew Thompson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Truepoint, Inc. and Charles Schwab in various roles spanning eight years. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions uncommon among firms of its size.

Kealan Hatfield is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Before joining Mariner, he worked at Marriott and Stock Yards Bank & Trust. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office 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 among large advisory enterprises.

Joseph Schneider is a financial advisor at Mariner with three years of industry experience. He holds the Series 63 and Series 65 designations and is based in Cincinnati, OH. He has worked at Mariner Wealth Advisors since 2002. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and access to various investment vehicles. The firm implements discretionary, customized portfolios supported by internal and third-party research and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Amanda Simmons is a CFP® at Mariner with experience in the financial industry dating back to 2020. She has worked at Mariner since 2022 and previously held roles at Fidelity Investments and County National Bank. Prior to her finance career, she held positions in education and various other industries. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting capabilities.

Jonathon Bresnen is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at RiverPoint Capital Management for six years before joining Mariner Wealth Advisors. He is a member of the Board of Trustees for the Cincinnati Parks Foundation. 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, discretionary portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Joseph Hricovsky is a financial advisor at Mariner with a Series 65 credential and experience beginning in 2024. His prior roles include a position at Truepoint and various periods of full-time education. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and other financial services. The firm employs discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party manager allocations, while also providing extensive tax and accounting integration and specialized operational capabilities.

Kristin Fishbaugh is a CFA® charterholder with 11 years of industry experience. She has worked at RiverPoint Capital Management and Mariner Wealth Advisors, LLC. She holds various board positions, including Treasurer, with the Cincinnati Ballet. 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 combines in-house research with third-party manager allocations and provides integrated tax and accounting services alongside its portfolio management capabilities.

William Heemskerk is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at Corient, Morgan Stanley, Eaton Vance, New England Center and Home for Veterans, and Westfield State University. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party allocations, along with integrated tax and accounting solutions and employer financial wellness programs.

David Sparks is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Creative Planning, JP Morgan Securities, Scottrade Investment Management, and SCOTTRADE. He is a board member and chair of the Governance Committee at Santa Maria Community Services, a Cincinnati-based charity. Mariner Wealth Advisors serves a diverse client base, including individuals, plans, trusts, and institutions, offering investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary, customized portfolios with coordinated tax and accounting integration, alongside family office and financial wellness solutions.

Anthony Roberts III is a CFA® charterholder with 17 years of industry experience. He currently works at Mariner and has previously held roles at Riverpoint Capital Management and Hilliard Lyons Capital Management. He serves on the Board of Trustees and several committees, including as Chair of the Investment Committee, at the Cincinnati Art Museum. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios with both in-house and third-party management.

Michael Richter is a CFP® professional at Mariner with 14 years of industry experience. He previously worked at Riverpoint Capital Management from 2012 to 2018 before joining Mariner Wealth Advisors in 2018. Richter serves on the finance committee of St. Joseph Home, a nonprofit children’s home in Cincinnati, assisting with endowment review. 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 third-party managers. The firm combines in-house research with external allocations across a range of asset classes and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Jonathan Weidler is a CFA® charterholder with 14 years of industry experience. He has worked at Mariner since 2018 and previously spent five years with Touchstone Securities Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, providing a broad range of strategies along with coordinated tax and family office services.

Mary Schall is a financial advisor at Mariner with nine years of industry experience. She holds the Series 66 designation and previously worked at Aspiriant for ten years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Steven Zins is a CFA® charterholder with four years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Ohio National Financial Services and CIBC Bank USA. He serves on the boards of the Crohn's & Colitis Foundation and Breakthrough Cincinnati. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and third-party managers and offers integrated tax and administrative family office services.

Adam Dietz is a Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with nine years of industry experience. He previously worked for Fourth Street Performance Partners, Inc. for ten years before joining Mariner in 2024. 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 and family office services. The firm implements customized discretionary portfolios that combine in-house research with third-party managers and provides integrated tax and accounting services uncommon at this enterprise scale.

Lucas Woehler is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior roles include positions at Randolph Co Inc and Fifth Third Bank. Mariner serves a diverse client base including 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 uncommon for firms of its size.

Valerie Newell is a financial advisor at Mariner with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Riverpoint Capital Management and DWS Investment Management Americas. She serves as a trustee for several nonprofit foundations, including Bowling Green State University Foundation, Horizon Community Funds of Northern Kentucky, and Mayfield Education and Research Foundation. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs discretionary, customized portfolios supported by an internal management team and combines in-house research with third-party allocations, while also providing integrated tax and accounting services alongside traditional portfolio management.

Ashley Brewster is a financial advisor at Mariner with Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at UBS Financial Services, Charles Schwab, and the Law and Leadership Institute. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, alongside specialized offerings such as tax compliance and financial wellness tools.

Catherine Anderson is a CFP® professional with six years of industry experience, currently advising at Mariner since 2025. She has previously worked at Encompass More Investments, LLC and Verity Asset Management among other firms. Outside of her advisory work, she owns Anderson Financial and Insurance Group, where she is a licensed life and health insurance agent. 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 discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational offerings for employer clients.

Lee Feinerer is a CFA® charterholder with nine years of industry experience. He is currently with Mariner and previously worked at RiverPoint Capital Management, LLC and Crowe Horwath LLP. He serves as treasurer for Ohio Valley Residential Services, Inc., a nonprofit organization based in Cincinnati, OH. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, providing investment management, financial planning, and coordinated tax and family office services. The firm uses a discretionary, customized investment approach supported by both in-house and third-party research, and offers integrated tax and accounting services alongside its portfolio management capabilities.

Pamela Thompson is a CFA charterholder with 17 years of industry experience. She is currently with Mariner, where she has worked since 2018. Prior to that, she spent six years at Riverpoint Capital Management. Outside of her advisory role, she serves on the boards of the Louisville Ballet and Frazier History Museum and is a member of the Kentucky Retirement Systems Board. Mariner serves a broad range of clients, including individuals, pension 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 portfolio strategies supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon for a firm of its size.

Olivia Szweda is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she held positions in the hospitality sector, including roles at Paesano's Pasta House and Bonefish Grill. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with offerings that include alternatives, structured notes, and digital assets.

Marisa Serna is a financial advisor at Mariner in Cincinnati, OH, holding a Series 65 designation with industry experience beginning in 2024. Prior to joining Mariner, she worked at MDM Wealth Management and Bartlett Wealth Management. Outside of finance, Serna has experience in the hospitality sector with Great Wolf Lodge and Wendy's, as well as a teaching role at Sandusky Central Catholic School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and integrates tax and accounting services alongside traditional portfolio management.

Nolan Kamerer is a CFP® with 12 years of industry experience, currently advising at Mariner. His prior roles include positions at RiverPoint Capital Management and Fifth Third Securities. He serves as a board member of the HealthPath Foundation of Ohio. Mariner provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

John Krumpelman is a CFA® charterholder based in Cincinnati, OH, with 14 years of industry experience. He has held roles at Mariner Wealth Advisors, RiverPoint Capital Management, and Hilliard Lyons Capital Management. 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 investment vehicles. The firm combines customized portfolio management with tax and accounting integration, providing a range of services that include coordinated tax compliance, family office functions, and employer financial wellness tools.

Ryan Brown is a financial advisor at Mariner with 25 years of industry experience. He holds the Series 63 designation and has worked at firms including Charles Schwab and Riverpoint Capital Management before joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Benjamin Coffaro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, he worked at Putnam Retail Management from 2015 to 2018. He is the Chairman and Co-Founder of Chair Force 1, a Cincinnati-based charity that supplies medical equipment to those in need. Mariner serves a diverse clientele including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm utilizes discretionary, customized portfolios supported by an internal team and external managers, alongside integrated tax and accounting services and unique operational offerings such as CFO capabilities and a Financial Wellness Platform.

Melinda Mclaughlin Hinaman is a CFP® with 11 years of experience in financial advising. She has worked at RiverPoint Capital Management and Mariner Wealth Advisors before joining Mariner. She serves as Board Chair for the Beech Acres Foundation and is a member of the Planned Giving Council at Ronald McDonald House in Cincinnati. Mariner serves a diverse range of clients including individuals, pension plans, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolio strategies supported by an internal investment committee and integrates tax and accounting services with its advisory capabilities.

Jay Ernst is a Series 65-registered advisor with Mariner in Cincinnati, OH. He joined Mariner in 2025 after a 20-year career at The Procter & Gamble Company. Ernst has no prior industry experience before joining the firm. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, along with integrated tax and accounting capabilities uncommon for a firm of its size.