Nancy Lott is a financial advisor at Mariner Wealth Advisors with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Stonex Group Inc, Stonex Financial Inc, and Waddell & Reed, Inc. Nancy is based in Overland Park, KS. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios managed by an Investment Committee with integrated tax and accounting services, offering capabilities that include alternatives, digital assets, and employer financial-wellness tools.

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® and Series 66 credentialed advisor with 22 years of industry experience. He has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base including individuals, high-net-worth households, pension 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 a combination of in-house research and third-party managers to create customized portfolios.

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. She previously worked at Mariner Wealth Advisors in Leawood and has experience at Roden + Fields. Armitage serves as a board member for Seeds of Hope Brazil, Inc., a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

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 Wealth Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Mariner, he worked at Advantage Tech Inc. and studied at the University of Missouri - Columbia. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Jacob Kern is a Series 65-licensed financial advisor with Mariner Wealth Advisors in Overland Park, KS, where he has worked since 2008. He has 18 years of industry experience. 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 provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of strategies.

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® professional with 12 years of experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2014. Based in Overland Park, KS, Weems holds a Series 65 license and focuses on client financial planning and investment management. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering services such as investment management, retirement plan consulting, and coordinated tax and family office services. The firm combines discretionary, customized portfolio management with in-house research and third-party solutions, supported by integrated tax, accounting, and administrative capabilities.

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 at Mariner with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Mariner Wealth Advisors and MSEC, LLC since 2015. 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 third-party managers to create customized discretionary portfolios and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

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 23 years of experience in the financial industry. He has been with Mariner Wealth Advisors, LLC since 2007. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and integrates tax and accounting services uncommon for large advisory enterprises.