Tad Sacheck is a financial advisor at Mariner with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Prudent Insurance, LLC, Atlantic Wealth Partners, LLC, and Raymond James Financial Services Advisors. Sacheck is also involved in insurance sales focusing on life, health, and variable annuities. 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 a discretionary, customized portfolio approach supported by an internal team and third-party managers, and it provides integrated tax and accounting services along with financial wellness tools for employers.

Dylan Walker is a Series 66 licensed financial advisor at Mariner with three years of industry experience. He previously worked at Atlantic Wealth Partners, Morgan Stanley, Bank of America, and Merrill Lynch. 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, and coordinated tax and family office services, using a combination of in-house research and third-party managers across various asset classes.

Anthony Vernale is a CFA® charterholder with four years of industry experience. He is currently with Mariner and previously worked at Atlantic Wealth Partners, LLC and Highbridge Capital Management, 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 plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a range of strategies that include equities, fixed income, alternatives, and digital assets.