Benjamin Mueller is a financial advisor at Mariner with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and PlanMember Financial Corporation. 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 discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party manager allocations across diverse asset classes.

Joshua Chambers is a Series 65-licensed financial advisor with Mariner, based in Los Angeles, CA, and has four years of industry experience. His prior roles include positions at AdvicePeriod, Signature Estate & Investment Advisors, and Monarch Business & Wealth Management. Outside of finance, he was involved with Fresh Corn Grill for two years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios combining in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Jacob Dorman is a CFP® and Series 65-registered advisor with 12 years of industry experience. He is currently with Mariner, where he has worked since 2022, and previously held roles at AdvicePeriod, LLC and his own firms Dorman Skorheim Wealth Management LLC and Dorman & Company, Inc. Outside of advisory work, he co-owns Dorman & Company Inc., an event services business, and spends several hours monthly consulting for it. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm integrates tax and accounting services and provides customized, discretionary portfolios managed by an internal team and Investment Committee.

Michael Arteaga is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has previously worked at ICONIQ Capital, AdvicePeriod, and Merrill Lynch. Arteaga has also been affiliated with the University of San Francisco during his career. 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 services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, along with integrated tax and accounting services and unique operational capabilities such as administrative CFO services and a financial wellness platform for employers.

Tanner Hamilton is a financial advisor at Mariner with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at AdvicePeriod, LLC and Foresters Financial Services, INC. 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 and family office services. The firm employs customized discretionary portfolios supported by an internal research and portfolio management team and provides a range of investment strategies alongside integrated tax and accounting services.

Jonathan Straub is a financial advisor at Mariner with 21 years of industry experience. He holds a Series 65 designation and has previously worked at B+ Institutional Services, LLC and AdvicePeriod, LLC. Outside of his advisory role, he is involved with OpenAdvisor Technologies, developing estate planning and legal documentation software, and serves on the advisory board for Wellesley Asset Management, which offers a leveraged convertible bond strategy. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm utilizes discretionary, customized portfolios supported by integrated tax and accounting services and offers both traditional and alternative investment strategies.

Riasat Irtiza is a Series 66-licensed financial advisor with two years of industry experience, currently with Mariner in Los Angeles, CA. His prior roles include positions at Ses LLC, Royal Alliance Associates, INC., Seia LLC, and HCR Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party management, and provides specialized offerings such as Core Family Office services and a Financial Wellness Platform for employer clients.

Mitchell Spinneberg is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at AdvicePeriod, LLC and the University of San Diego. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios with in-house research and third-party managers.

Steven Lockshin is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at B+ Institutional Services, AdvicePeriod, and Convergent Wealth Advisors. Outside of advisory roles, he is involved with multiple non-investment ventures, including developing estate planning software through OpenAdvisor Technologies and serving on the boards of a sustainable bottled water company, a SPAC, and Harlem Lacrosse. 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, accounting, and family office services.

Alan Bonde is a financial advisor with Mariner in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at AdvicePeriod, LLC and GenSpring Family Offices, LLC. 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 services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Dominic Cozzetto is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following roles at Adviceperiod LLC and BNY Mellon Wealth Management. He serves as a volunteer member of the investment committee for Goodwill Industries of Orange County, a nonprofit focused on economic empowerment. 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 coordinated tax services. The firm uses discretionary, customized portfolios that combine in-house research with third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Rehan Chaudhry is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at AdvicePeriod, LLC and Mariner Platform Solutions. Outside of his advisory role, he is the founder of Edifi, Inc., a financial education platform, heads business development for Flowt, and serves as Chairman of the Awards Ceremony for the Association for Corporate Growth in Los Angeles. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and coordinated tax services. The firm utilizes discretionary portfolios supported by in-house research and third-party managers, offering a wide range of strategies and integrated tax and accounting services uncommon for an enterprise of its size.

Dina Nam is a financial advisor at Mariner in Los Angeles, CA, holding a Series 65 designation. She has seven years of industry experience, having previously worked at AdvicePeriod and Withers Bergman before joining Mariner. 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 employs discretionary, customized portfolios supported by both internal and third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious 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 employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Bennett Gross is a CFA® charterholder with 35 years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at NewEdge Advisors, LLC, Jefferies LLC, Sanctuary Wealth, and L&S Advisors, Inc. He also acts as a trustee for the Friedman Testamentary Trust, overseeing the distribution of assets without compensation. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with a notable integration of tax and accounting resources.

Tia Peterson is a financial advisor at Mariner with a Series 65 credential and four years of industry experience. She has worked at several firms, including Advice Period and Mutual Advisors, LLC. Peterson’s background also includes roles outside traditional finance, such as work with Cielo Farms and involvement with Special Programs at Pepperdine University. 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 employs discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party managers across a broad range of asset classes and strategies.

Mark Harris is a CFP® with eight years of industry experience, currently serving at Mariner in Los Angeles. He previously worked at AdvicePeriod, LLC and has experience connected to the University of California, Los Angeles. Mariner serves a diverse client base including individuals, institutions, and private funds, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, and provides integrated tax and administrative family office services uncommon at firms of its size.

Matthew Woodward is a financial advisor at Mariner with 16 years of industry experience. He holds a Series 66 designation and previously worked at AdvicePeriod, LLC for six years before joining Mariner in 2022. Woodward serves as a GLG Council Member providing consulting services and is a board member and volunteer for Toluca Baseball, a nonprofit baseball league. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax services and specialized financial wellness and family office capabilities.

Cory Lescavage is a financial advisor at Mariner with a Series 65 designation. He has prior experience at Hamilton Lane Advisors, LLC, Valuation Research Corporation, Kforce, Inc., and worked at Temple University. Lescavage is based in Los Angeles, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and other financial services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax, accounting, and financial wellness solutions.

Tyler Smith is a Series 66-licensed financial advisor with Mariner, based in Los Angeles, CA, and has four years of industry experience. Prior to joining Mariner in 2026, he held roles at firms including CWM, LLC DBA Carson Partners, Cetera Wealth Services, and Waterstone Private Wealth Management. Outside of advising, Smith is also an insurance agent selling fixed insurance products. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by internal research and external managers, with a notable integration of tax and accounting services, as well as administrative CFO capabilities and financial wellness tools.

Tyler Robuck is a CFP® and Series 65-licensed financial advisor at Mariner with 16 years of industry experience. Prior to joining Mariner, he worked at NewEdge Advisors, Manhattan West Enterprise Company LLC, and EP Wealth Advisors. Outside of financial advising, he owns and operates Stage of the Art, a home staging business. 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 utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its scale.

Christopher Wahl is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at NewEdge Advisors, LLC, Northwestern Mutual, and UBS Private Wealth. Wahl is also a licensed insurance agent. Mariner serves a broad client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services.

Ruth Melody Chukwunyere is a Series 65-licensed advisor at Mariner with four years of industry experience. Prior to joining Mariner in 2023, she worked at McAdam LLC and has been involved in the hospitality industry through Levy Restaurants since 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax integration and Core Family Office solutions. The firm employs a customized, discretionary portfolio approach supported by an Investment Committee and combines in-house research with third-party manager allocations.

Shane Cumings is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2022. His prior experience includes roles at Aj Marcantonio, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Edward Moyzes. Mariner serves a diverse client base including individuals, pension plans, trusts, 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 services and family office capabilities alongside traditional portfolio management.

Nicholas Strunc is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following previous roles at AdvicePeriod, LLC and Aequitas Wealth Management. Nicholas is based in Los Angeles, CA. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing 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 a notable emphasis on integrated tax and accounting services uncommon among large advisory firms.

Phillip Boscarino is a financial advisor at Mariner with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022, previously spending six years with AdvicePeriod, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Christopher Cerini is a financial advisor at Mariner with 17 years of industry experience. He holds a Series 66 license and has previously worked at AdvicePeriod and Western International Securities, Inc. Cerini is based in Los Angeles, CA. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides customized investment management, financial planning, retirement consulting, tax services, and family office solutions, supported by an internal portfolio management team and a wide range of investment strategies.