Brandon Phillips is a financial advisor at Mariner with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2018, following four years at Riverpoint Capital Management, LLC. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax and accounting integration, and unique operational services such as administrative CFO capabilities and employer financial-wellness tools.

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 17 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. Prior to joining Mariner, he spent 12 years at Avantax Planning Partners, Inc. He is based in Indianapolis, IN. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment team and integrates tax and accounting services alongside traditional wealth management.

John Macik is a Series 66 licensed advisor with 14 years of experience in the financial industry. He has held roles at Mariner Wealth Advisors, Thurston Springer Advisors, Biltmore Family Office, and Morgan Stanley, among others. Based in Indianapolis, IN, Macik’s background includes both wealth management and family office services. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax and administrative services uncommon among large advisory enterprises.

Adam Elder is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Avantax Insurance Services, Avantax Planning Partners, ProEquities, Inc., and Honkamp Krueger Financial Services Inc. Elder joined Mariner in 2024. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Mitchell Carnes is a financial advisor at Mariner with seven 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 high-net-worth 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 portfolios supported by internal research and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

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® and holds a Series 66 license with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at RiverPoint Capital Management from 2016 to 2018. He is based in Indianapolis, IN. Mariner serves a diverse client base including 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 capabilities, employing a combination of discretionary customized portfolios and extensive tax and accounting integration.