William Stoops is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His prior work history includes roles at Guidepoint and several academic institutions, including Bucknell University and Berkshire School. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office support. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, with a notable focus on integrated tax and accounting services.

Kevin Flynn is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior work includes roles at Gary's Wine and Marketplace, Forest Lodge Catering, Bucknell University, and Watchung Hills Regional High School. 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 services, combining discretionary customized portfolios with in-house research and third-party manager access.

Justin Mccarthy is a CFP® professional with 12 years of industry experience, currently with Mariner in New York, NY. His prior experience includes over a decade at Mariner Wealth Advisors-NYC, LLC and a long-standing role at Mass Mutual Life Insurance since 2006. 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 discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integrated tax and accounting services alongside traditional portfolio management.

Forrest Swisher is a Series 65-licensed advisor at Mariner with four years of industry experience. His prior work includes roles at Dmi and American Tower Corp, as well as a six-year period at Cobblestone Creek Country Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, coordinated tax services, and family office solutions, implementing customized portfolios supported by internal research and third-party managers.

Adrian Huerta is a CFP®-certified financial advisor at Mariner Wealth Advisors with nine years of industry experience. He previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, Merrill, and held a position at William Paterson University. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.

Henry Cox is a CFP® professional with one year of industry experience. He currently works at Mariner and previously held multiple roles at Mercer Global Advisors Inc. Henry’s background also includes positions outside of traditional advisory roles, such as work with Essex Mortgage and experience in educational settings. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm employs a customized, discretionary investment approach supported by an internal team and external managers, with notable integration of tax and accounting services uncommon for firms of its size.

Muhammad Karim is a financial advisor at Mariner with eight years of experience. He has been with Mariner Wealth Advisors since 2013. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with specialized offerings in tax integration and family office services.

Christopher Koehler is a financial advisor at Mariner with 12 years of experience at the firm and a total of 4 years in the industry. Based in New York, NY, he has focused his career at Mariner Wealth Advisors. Mariner serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and employer financial-wellness tools, using discretionary, customized portfolios supported by in-house research and third-party managers.

Robert Catalino is a Series 65-licensed financial advisor at Mariner with four years of industry experience. He previously worked at Andersen Tax before joining Mariner, where he has been since 2019. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations, also providing specialized services such as Core Family Office solutions and employer financial wellness tools.

Robert Sheehan is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior roles include positions at Stablepoint Partners and City Wide Facility Solutions of Boston. Outside of his advisory career, he has been involved with Del Fuego since 2019. Mariner serves a broad mix of clients, 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 employer financial-wellness tools, combining in-house research with third-party manager allocations across a range of asset classes.

Cory Doliner is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner, he was self-employed for one year and spent ten years at ITREK, Inc. Mariner provides investment management, financial planning, retirement plan consulting, and access to third-party managers to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs customized discretionary portfolios overseen by an Investment Committee and offers integrated tax services and specialized family office capabilities.

Mitchell Nguyen is a financial advisor at Mariner with seven years of industry experience and holds a Series 66 designation. Prior to joining Mariner in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2024 to 2026, and spent six years at Charles Schwab & Co Bank and Charles Schwab. 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’s approach combines in-house research with third-party managers and includes unique offerings such as integrated tax and accounting services and administrative CFO capabilities.

Manida Alarcon is a financial advisor with Mariner Wealth Advisors in New York, NY, holding four years of industry experience. She has been with Mariner Wealth Advisors since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through services such as investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with tax and accounting integration, offering additional services like Core Family Office and employer financial-wellness tools.

Anthony Azzano is a financial advisor at Mariner located in New York, NY, holding a Series 66 designation with one year of industry experience. His prior experience includes a role at Janney Montgomery Scott and academic work at Salve Regina University. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across various asset classes and provides integrated tax, accounting, and family office services uncommon among firms of its size.

Lawrence Rosa is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at Mariner Wealth Advisors since 2017 and was previously with Chilton Trust Company from 2015 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by a dedicated Investment Committee and integrates extensive tax and accounting services alongside traditional portfolio management.

Gregory Ebeyer is a CFP® with 23 years of experience in the financial industry. He is currently with Mariner and previously worked at TIAA-CREF and TIAA for nine years. Based in New York, NY, he holds Series 63 and Series 65 licenses. 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 services, implementing customized portfolios supported by both internal research and third-party managers.

Jason Monteleone is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He has worked at Mariner Wealth Advisors and its affiliated entities since 2010, following two years at Merrill. He is based in New York, NY. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to various third-party managers. The firm emphasizes discretionary, customized portfolio management supported by in-house research and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Zachary Reichman is a financial advisor at Mariner with one year of industry experience and holds a Series 66 credential. He previously worked at Equitable Advisors, LLC and has a diverse background including roles at First Service Residential, Luxury Council, and Penn State University Campus Recreation. Mariner serves a broad mix of clients 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, implementing customized portfolios with both in-house research and third-party managers.

Brian Pomarici is a CFP® with three years of industry experience currently affiliated with Mariner in New York, NY. His prior roles include work at USA Payroll and the University of Delaware. Pomarici has been with Mariner Wealth Advisors since 2018 in various capacities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and offers integrated tax, accounting, and family office services uncommon among large advisory firms.

Katherine Kelly is a CFP® professional at Mariner with 12 years of industry experience. She has been with Mariner Wealth Advisors since 2004. Mariner serves a diverse range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by an internal investment committee and offers integrated tax, accounting, and financial wellness solutions.

Richard Rosenberg is a CFP® professional with 20 years of industry experience. He has worked at Mariner Wealth Advisors and Mariner Wealth Advisors-NYC, LLC from 2003 to 2018 and continued with Mariner through 2018. Rosenberg serves as an adjunct professor at New York University, teaching an estate planning class as part of their Masters in Financial Planning program. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by both internal research and third-party managers, along with integrated tax, accounting, and family office services.

Morgan Nover is a CFP® professional at Mariner with three years of industry experience. Prior to joining Mariner Wealth Advisors, he worked at Highland Financial Advisors. Outside of finance, he has experience in the retail tanning industry with Sizzle Tans. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized, discretionary portfolios supported by an internal research team and access to third-party managers, along with integrated tax services and family office capabilities.

Matthew Melvin is a financial advisor at Mariner Wealth Advisors in New York, NY, with three years of industry experience. He holds the Series 63 and Series 65 designations. Melvin’s prior work includes roles at ADP, Inc., Charles Schwab & Co., Inc., Investors Bancorp Inc., and TD Bank, N.A. Mariner Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and tax coordination, employing discretionary, customized portfolios supported by in-house research and third-party managers.

Christine Wentzler is a CFP® and CFA® with 14 years of experience in the financial industry. She has been with Mariner Wealth Advisors since 2015 and is currently based in New York, NY. Wentzler’s background is focused within a single firm, Mariner, where she has developed her career over nearly a decade. Mariner serves a diverse client base that includes 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 services, implementing customized portfolios overseen by an Investment Committee and supported by both internal research and third-party managers.

Jesse Maltzman is a CFP® professional based in New York, NY, with 25 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022, following prior roles at Bridgeway Wealth Partners, Aegis Capital Corp, and Fidelity Investments. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized portfolio management combined with integrated tax and accounting services, as well as specialized financial and retirement planning solutions.

Angel Colon is a CFP® professional with 18 years of experience in the financial services industry. He currently works at Mariner Wealth Advisors and previously held roles at Mercer Global Advisors and TIAA-CREF. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses customized discretionary portfolios supported by an internal team and third-party managers, with a notable depth of tax and accounting integration uncommon among firms of its size.

Michael McGinty is a financial advisor at Mariner Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Mariner since 2014. Outside of advisory work, he serves on the board of a family-owned real estate business and is vice president of sales and marketing for an insurance brokerage. 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 in-house research and third-party managers, alongside notable tax integration and family office capabilities.

Gloria Shouldis is a financial advisor at Mariner with a Series 65 credential and four years of industry experience. She previously worked at PumpMan and Flackman, Goodman, Potter, P.A./O'Connor Davies. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services and operational capabilities for employer clients.

Hasan Chowdhury is a financial advisor at Mariner with 11 years of industry experience. He holds the Series 65 designation and has been with Mariner Wealth Advisors since 2005. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, and it provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Alicia Fryc is a financial advisor at Mariner with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience at Symmetry Partners, LLC. Fryc has been with Mariner since 2017. 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, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Matthew Moetzinger is a financial advisor at Mariner Wealth Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Mariner in New York, NY since 2011. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, tax services, and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with a notable emphasis on tax and accounting integration uncommon in large advisory enterprises.

Kaitlyn Guintu is a financial advisor at Mariner with one year of industry experience and holds a Series 66 license. Prior to joining Mariner in 2026, she was affiliated with LPL Financial LLC and has academic experience connected to Brown University and its arts institutions. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized, discretionary portfolio management supported by an internal team and third-party managers, as well as integrated tax, accounting, and family office services uncommon at its enterprise scale.

Christopher Ferrara is a financial advisor with Mariner in New York, NY, holding a Series 65 designation and four years of industry experience. He has been with Mariner since 2016. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios with a combination of in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

David Bell is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. He has worked at Mariner Wealth Advisors since 2016. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to offer customized portfolio strategies.

Rishi Patel is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. His prior work history includes roles at Ernst & Young LLP and J.P. Morgan Chase & Co. Mariner serves a broad mix of clients through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party manager allocations and offers a range of strategies including equity, fixed income, alternatives, and digital assets.

Richard Bader is a CFP® currently with Mariner Wealth Advisors, bringing four years of industry experience. Prior to joining Mariner, he worked at Janover from 2014 to 2021. 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 combines in-house research with third-party managers and provides a range of strategies across asset classes, alongside specialized tax and administrative financial services.

Adam Kotz is a Series 65-licensed financial advisor at Mariner in New York, NY, with 11 years of industry experience. He has worked with Mariner and its affiliated entities since 2012. Mariner 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 investment management, financial planning, retirement plan consulting, and tax services, employing customized discretionary portfolios supported by both in-house research and third-party managers.

Thomas Ahern is a financial advisor at Mariner with four years of industry experience. He holds a Series 65 designation and has been with Mariner since 2016. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax services, employing customized discretionary portfolios supported by in-house research and external managers.

Giuseppe Robalino is a financial advisor at Mariner with Series 65 and Series 66 licenses. He has experience at firms including Wells Fargo Clearing Services, Bessemer Trust Company, and RNC Genter Capital Management. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and specialized tax and family office services. The firm uses customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for a firm of its size.

Michael Fields is a Series 65-licensed financial advisor at Mariner with eight years of industry experience. He previously worked at Cohnreznick, LLP for three years before joining Mariner. 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 to implement customized portfolios and offers specialized services such as tax integration, Core Family Office solutions, and employer financial-wellness tools.

Rosario Ruffino is a CFP® professional with 15 years of experience in financial advising. He has worked primarily with Mariner, including Mariner Wealth Advisors-NYC, LLC, where he was employed for 14 years, and Citizens Private Wealth. 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 uses discretionary, customized portfolios supported by an internal investment team and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Riley Roach is a financial advisor at Mariner with Series 65 and Series 66 designations and one year of industry experience. Prior to joining Mariner, Riley worked at Duncan Newman Associates and Insight Global, and held roles at Vuori and educational institutions including the University of Southern California. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized portfolio solutions supported by an internal research team and access to third-party managers, alongside tax and administrative family office services.

Connor Lacher is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Edelman Financial Engines and RemoteLink Solutions, as well as earlier experience in the food service industry with Woodstock's Pizza. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios that combine in-house research with third-party managers and offers unique integrated tax and accounting services alongside traditional wealth management.

Amanda Cuccinello is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. She has worked at Mariner Wealth Advisors since 2021 and previously spent five years at Ernst & Young. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and tax services. The firm uses customized portfolios overseen by an Investment Committee and combines in-house research with third-party managers, offering a wide range of strategies along with integrated tax, accounting, and family office services.

Kenneth Paglio is a financial advisor at Mariner with 8 years of industry experience. He has been with Mariner Wealth Advisors since 2015. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and also offers unique tax, accounting, and family office services.

George Greco is a CFP® professional at Mariner with nine years of industry experience. He has been with Mariner Wealth Advisors since 2010. 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 offers customized portfolios managed by an Investment Committee and supports clients with integrated tax and accounting services, financial wellness tools, and family office capabilities.

Graham Fraasa is a CFP® and Series 65-licensed advisor at Mariner with one year of industry experience. He previously worked at Evermay Wealth Management, Vector Wealth Strategies, Round Table Wealth Management, and Highland Financial Advisors. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with coordinated tax services and employer financial-wellness tools.

Christine Lovegrove is a CFP® and holds a Series 65 license with four years of industry experience. She has been with Mariner Wealth Advisors since 2019. 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 access to third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party allocations, and provides integrated tax services, family office capabilities, and employer financial wellness tools.