Nancy Lott is a financial advisor at Mariner with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022, with prior experience at Stonex Group Inc and Waddell & Reed, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

James Tinsley is a financial advisor at Mariner with 15 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes nine years at Two West Capital Advisors and seven years at Mariner Wealth Advisors before joining Mariner Institutional. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing 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 offerings that include alternatives, structured notes, and digital assets, alongside integrated tax and accounting services.

Robert Streb is a financial advisor at Mariner with a Series 65 designation. He joined Mariner in 2026 after a 14-year career with the PGA Tour. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and financial wellness solutions.

Mark Vlasic is a CFP® with 22 years of industry experience. He currently works at Mariner and has prior experience at Mariner Wealth Advisors, Choreo, LLC, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates tax and accounting services uncommon among firms of its size.

Kevin Ward is a financial advisor with Mariner, holding a Series 65 designation and 10 years of industry experience. He has been with Mariner Wealth Advisors since 2014. 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, coordinated tax services, family office functions, and employer financial wellness tools, utilizing customized discretionary portfolios supported by both in-house research and third-party managers.

Shaun Newkirk is a CFA® charterholder with four years of industry experience. He is currently with Mariner, where he has worked since 2018, following three years at Financial Engines. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, offering a broad range of strategies and specialized administrative and tax-related services.

Deann Elmore is a financial advisor at Mariner with 19 years of industry experience. She holds a Series 66 designation and has worked at Mariner Wealth Advisors and MSEC, LLC since 2019, following five years at Waddell & Reed Inc. Elmore is also involved in managing investment-related activities through MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Marguerite Armitage is a CFP® with 10 years of industry experience currently advising at Mariner. Her career includes roles at Mariner Wealth Advisors in Overland Park and Leawood, as well as positions at Roden + Fields and Legacy Financial Strategies, LLC. She serves as a board member for Seeds of Hope Brazil, Inc., a nonprofit organization based in Henrico, VA. Mariner serves a diverse clientele 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 a discretionary, customized portfolio approach supported by internal research and third-party managers, with a notable emphasis on tax integration and operational financial wellness tools.

Bret Ambrosier is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and three years of industry experience. He has held positions at Mariner Wealth Advisors, Ascend Wealth Management, and CGN Advisors, LLC. Bret’s background also includes roles outside of finance, such as work with Precision Electrical Contractors and agricultural-related businesses. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services along with unique operational capabilities such as administrative CFO services and a financial wellness platform for employer clients.

Tobin Brandt is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed, LPL Financial, and MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by an in-house team and third-party managers, alongside integrated tax and accounting services and unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

William Boatman is a financial advisor at Mariner with two years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Advantage Tech Inc. and the University of Missouri - Columbia. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax services along with administrative family office capabilities.

Jacob Kern is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 65 designation and worked at Mariner Wealth Advisors from 2008 to 2018. 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 external managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Anne Dorian is a financial advisor at Mariner with 16 years of industry experience. She holds the Series 66 credential and has been with Mariner Wealth Advisors since 2018. Dorian is also president of MSEC, LLC, an investment-related business. 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 portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Jamie Weems is a CFP® with 12 years of industry experience and is currently with Mariner. He previously worked at Mariner Wealth Advisors from 2014 to 2018. 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 features customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax and accounting services and specialized financial wellness and family office offerings.

Brad Residori is a financial advisor at Mariner with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 15 years at Waddell & Reed, Inc. He is also the sole member of BMR Capital Enterprises, LLC, an investment-related business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and Investment Committee, and provides integrated tax services, family office capabilities, and employer financial wellness tools.

David Stofer is a ChFC® with over 40 years of industry experience. He is currently with Mariner, where he has worked since 2018 in various roles including Mariner Institutional and Mariner Wealth Advisors. His prior work includes a decade at Msec, LLC. Outside of his advisory work, he serves on the board of Evoshare, a non-investment-related organization. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house and third-party management, and offers integrated tax, accounting, and financial wellness services uncommon for firms of its size.

Lisa Moberly is a financial advisor at Mariner with 17 years of industry experience. She holds a Series 66 designation and has previously worked at BOKF, NA and BOK Financial Securities, Inc. in addition to her current roles at Mariner and MSEC, LLC. Outside of her advisory work, she also engages in grocery delivery through Instacart. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and provides specialized offerings such as ERISA 3(38) retirement solutions and integrated tax and accounting services.

Elizabeth Harding is a financial advisor with Mariner who holds Series 63 and Series 66 credentials and has 22 years of industry experience. She has been affiliated with Msec, LLC since 2015 and worked at Mariner Wealth Advisors from 2015 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness and family office solutions.

Timothy Duncan is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Mariner affiliates since 2014, including Mariner Institutional and Mariner Wealth Advisors. He is also a member of the Lincoln Financial Group Consultant Advisory Council. 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 uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Kenneth Powell is a CFA® charterholder with 24 years of industry experience, currently serving at Mariner Wealth Advisors, LLC since 2007. Prior to that, he worked at CFW Capital Management Inc. from 2002 to 2007. 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 and family office services, combining in-house research with third-party allocations across a wide range of asset classes and strategies.