Brandon Phillips is a financial advisor at Mariner with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riverpoint Capital Management, Watermark Wealth Management, Raymond James & Associates, and Strong Capital Management. 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 combines in-house research with third-party managers to deliver customized portfolios and provides specialized services such as tax integration and Financial Wellness Platforms.

Brian Rykovich is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2024. His prior experience includes roles at Savant Wealth Management, Treybourne Wealth Planners, CH Douglas & Gray, and Bedel Financial. Mariner serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios overseen by an Investment Committee and provides integrated tax, accounting, and administrative CFO capabilities uncommon among similarly sized advisory firms.

Scott Walloch is a CFP® professional with 18 years of industry experience. He is currently with Mariner Wealth Advisors, joining in 2024, after previous roles at Avantax Planning Partners, Forvis Mazars Wealth Advisors, and Hufford Financial Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers and offering capabilities such as alternatives, structured notes, and ERISA 3(38) retirement plan solutions.

John Macik is a financial advisor with Mariner Wealth Advisors in Indianapolis, IN, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Thurston Springer Advisors, Biltmore Family Office, and Morgan Stanley. 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 in-house research and third-party managers, alongside integrated tax and accounting services uncommon for firms of its size.

Adam Elder is a financial advisor at Mariner Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Avantax and ProEquities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services uncommon at this scale.

Mitchell Carnes is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Winthrop Capital Management and HFF, Inc. 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 portfolios supported by an Investment Committee and integrates in-house research with third-party managers across a broad range of asset classes and strategies.

Luke Osborn is a financial advisor at Mariner in Indianapolis, IN, holding Series 63 and Series 66 registrations with two years of industry experience. His work history includes positions at Mariner, Edds Supplies, The Vanguard Group, and roles as self-employed and at Harnham. Prior to his financial career, he spent time at Purdue University and Northridge High School. 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 combines in-house research with third-party managers and offers specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Matthew Rice is a CFP® professional with 17 years of experience in financial advising. He is currently with Mariner and has held prior roles at RiverPoint Capital Management, Buckingham Strategic Wealth, and TIAA-CREF among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes alongside integrated tax and administrative capabilities.