Daniela De Castro Martins is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Insight Securities, Inc. and Msec, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, 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 in-house research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside extensive tax and accounting integration.

Eduardo Gonzalez is a CFP® and Series 66 licensed advisor with 15 years of industry experience, currently serving clients at Mariner. His prior roles include positions at Msec, Bank of America, Merrill, Creative Planning, and SunTrust. Outside of advising, he is a co-owner and part-time brewer at Conscious Brewing, LLC and serves as Treasurer for the Miami Independent Brewers Alliance, a nonprofit organization. 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 uses customized, discretionary portfolios supported by internal and third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Faith Xenos is a CFP® with 41 years of industry experience, currently serving as an advisor at Mariner. She previously worked at Singer Xenos Wealth Management and Singer Xenos Securities Corp. for nearly three decades. Outside of her advisory role, she is the deputy director of outreach and development for Lotus House Women’s Shelter, a nonprofit organization. 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 customized discretionary portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized family office and financial wellness solutions.

Raoul Rodriguez Walters is a CFP® with 13 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. His prior experience includes roles at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. He is a trustee of an irrevocable life insurance trust (ILIT) since 2005 and is active as a conference speaker, author for the Global Financial Planning Institute, and serves on a nonprofit board in Miami. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal management team and emphasizes integrated tax and accounting services alongside traditional portfolio management.

Lonny Greenberg is a CFP® with 16 years of industry experience, currently serving at Mariner. He previously worked for Singer Xenos Wealth Management for nine years before joining Mariner in 2019. Greenberg is involved with AMI Kids, attending board meetings and events periodically. 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 vehicles and third-party managers. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining internal research with third-party allocations, and provides integrated tax, accounting, and financial wellness services uncommon for firms of its size.

Alejandro Zayas is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously spent three years at Singer Xenos Schechter Sosler. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, implementing customized portfolios through a combination of in-house research and third-party managers.

Paola Ramos is a CFP® professional with six years of industry experience, currently serving at Mariner Wealth Advisors since 2019. She previously worked at Singer Xenos Schechter Sosler Wealth Management from 2016 to 2019. Outside of her advisory role, Ramos is the president of the Anastasia Condominium Association in Coral Gables, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to a range of investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

Or S. Pikary, CFP® and PFS™, is a financial advisor with Mariner Wealth Advisors in Coral Gables, FL, bringing three years of industry experience. Prior to joining Mariner, he worked at Mazars USA, LLP and Moss Adams, LLP. Outside of his advisory role, he serves as a board member for two homeowners associations and is involved with the American Institute of Certified Public Accountants as a Credential Committee Member; he also prepares tax returns as a sole proprietor. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios managed by an Investment Committee that integrates in-house research with third-party managers, and provides a range of services such as tax coordination, Core Family Office solutions, and employer financial-wellness tools.

Neil Sosler is a CFP® with 23 years of industry experience, currently with Mariner in Coral Gables, FL. His prior roles include long-term positions at Singer Xenos Schecter Sosler Wealth Management and Physicians Investment Advisors. He serves as an advisory board member for Baptist Hospital, a nonprofit organization. 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 portfolios supported by an internal team and third-party managers, with a notable emphasis on integrated tax and accounting services alongside traditional portfolio management.

Juda Schechter is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. His prior experience includes 16 years at Singer Xenos Securities Corp. and seven years at Msec, LLC. Mariner Wealth Advisors 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 combines in-house research with third-party platforms to deliver customized, discretionary portfolio solutions across multiple asset classes and specialized strategies.

David Tomas is a Series 65-licensed advisor at Mariner with one year of industry experience. His work background includes roles at Target and Publix prior to joining Mariner. Mariner serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting capabilities uncommon among large advisory enterprises.

Kaleb Fontenot is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior roles include positions at Mariner Platform Solutions, Rolling Hills Advisors, and Turner Industries. Outside of his advisory work, he was involved with the Jambalaya Shoppe for five years. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and offers integrated tax services and administrative family office capabilities.

Phillipe Paret is a financial advisor at Mariner with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Imperio Wealth Advisors, VIM Global Advisors, Mass Mutual Investors Services, and New York Life. Outside of advisory work, he serves as a board member for the Financial Planning Association and the Estate Planning Council of Miami, and is involved in business consulting through Rize Global Partners. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Marc Singer is a CFP® with 41 years of industry experience, currently serving at Mariner in Coral Gables, FL. His prior work includes long-term roles at Singer Xenos Wealth Management, Singer Xenos Securities Corp., and Physicians Investment Advisors. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, 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 and accounting services alongside traditional portfolio management.

Javier Pita is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. His prior roles include positions at Atlantic Family Wealth, LPL Financial, The Schultz Group - Morgan Stanley, and City National Bank of Florida. Mariner serves a diverse clientele including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration uncommon for a firm of its size.

Michelle Grillone is a financial advisor at Mariner with 14 years of industry experience and holds a Series 65 credential. She previously worked at Singer Xenos Securities Corp and Physicians Investment Advisors from 2001 to 2019. Outside of her advisory work, she serves as the Administrative Director for the Kadampa Meditation Center Miami and is a board member and treasurer of 305 Pink Pack. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios combined with in-house research and third-party managers, and offers integrated tax, family office, and financial wellness services.