Brian Heithoff is a CFP® professional with 32 years of industry experience. He has worked at Mariner Wealth Advisors since 2015 and is also associated with MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services uncommon for firms of its size.

Zachary Pflughaupt is a financial advisor at Mariner with eight years of industry experience and a Series 66 designation. He has held roles at Waddell & Reed, Inc. and currently is associated with MSEC, LLC as well as Mariner Wealth Advisors. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

Brian Dunmire is a financial advisor with Mariner in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior experience includes roles at Financial Engines and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses a combination of in-house research and third-party managers to implement customized, discretionary portfolios across various asset classes and strategies.

Rustyn Gallagher is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Msec, LLC since 2011, as well as at Mariner Wealth Advisors from 2011 to 2018 and Securian Financial Services, Inc. in 2011. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing 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 offers unique integrated tax and accounting services alongside traditional portfolio management.

Whitney Reagan is a Series 66-licensed financial advisor with Mariner, based in Overland Park, KS, and has 14 years of industry experience. She has worked with Mariner Wealth Advisors since 2015 and previously with Msec, LLC. Outside of her advisory role, she serves on the board and finance committee of The Children's Place Charitable Foundation and is chairman of the board for the Bicknell Legacy Foundation. 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, with additional capabilities in tax integration and administrative family office services.

Justin Richardson is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and has worked at Mariner since 2018. Prior to that, he was associated with Renaissance Financial Corporation, Securian Financial Services Inc., and Minnesota Life. 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 employs discretionary, customized portfolios supported by in-house research and third-party managers and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Jackson Dierenfeldt is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Pension Consultants before joining Mariner. His background also includes three years in full-time education and a role at Gladstone Community Center. 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, alongside integrated tax, accounting, and financial wellness solutions.

Scott Mc Gehee is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner since 2018. His prior experience includes roles at The Trust Company and Reed Financial Services. He serves on the board of the Delta Upsilon Fraternity at Kansas State University and is a member of the advisory board for the Kansas State University Department of Personal Financial Planning. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services uncommon among large advisory enterprises.

Kirk Boster is a CFP® with 21 years of industry experience, currently serving at Mariner and Msec, LLC. He has been with Mariner Wealth Advisors since 2010 and Msec, LLC since 2011. His practice includes providing retirement plan consultation. Mariner serves a wide 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, retirement plan consulting, and tax and family office services, employing discretionary, customized portfolios supported by in-house research and third-party managers.

Grace Hill is a financial advisor with Mariner holding a Series 65 credential, currently based in Overland Park, KS. She has been with Mariner since 2025 and has no prior industry experience before joining the firm. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, providing 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, and offers integrated tax, accounting, and financial wellness solutions.

Ann Erskine is a financial advisor at Mariner with 20 years of industry experience. She holds a Series 66 designation and has worked at Waddell & Reed, Inc. and Ivy Funds Distributor, Inc. for 16 years. Outside of advisory work, she serves as Vice President of Compliance at MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Angelyn Rosson is a financial advisor at Mariner with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various Mariner entities since 2014. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and financial wellness solutions uncommon in large advisory enterprises.

Karla Haston is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include positions at Waddell & Reed, UBS Financial Services, and Piper Sandler & Co. Outside of her advisory work, she owns a baby gifts sales business. Mariner Wealth Advisors serves a diverse client base including 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 an internal investment committee and integrates tax and accounting services with traditional portfolio management.

Robert Woodard is a CFP®, CFA®, and ChFC® with 11 years of experience in financial advising. He is currently with Mariner, where he has held roles at Mariner Institutional Consulting, Mariner Wealth Advisors, and Mariner Institutional since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal management team and third-party allocations, with additional capabilities in tax compliance, family office services, and employer financial wellness programs.

James Dunn is a CFA® charterholder with three years of industry experience. He currently works at Mariner Wealth Advisors and previously spent eight years at Edelman Financial Engines. Dunn also held a role at the University of Missouri Kansas City for three years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and tax and family office services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Lindsey Serrano is a financial advisor at Mariner with nine years of industry experience. She holds a Series 65 designation and previously worked at Mariner Wealth Advisors from 2016 to 2018. Serrano serves as a board member of the Epilepsy Foundation of Missouri and Kansas, participating in monthly meetings and assisting with fundraisers and committees. 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 offers discretionary, customized portfolios supported by internal research and third-party managers, along with integrated tax services and family office offerings.

Martha Wiles is a financial advisor at Mariner with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Vantage Investment Advisors, Montage Securities, OneLife Kansas City, and Woodside Health & Tennis Club. 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 discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax, accounting, and operational CFO capabilities.

Cordell Hollensteiner is a Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Al Gustin Golf Course and six years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm implements customized portfolios supported by an internal investment team and provides integrated tax, accounting, and financial wellness services.

Jacob Jones is a Certified Financial Planner® with 10 years of industry experience. He has worked at Mariner since 2020 and previously held roles at Northwestern Mutual Wealth Management Company and affiliated Northwestern Mutual entities from 2015 to 2020. Mariner serves a wide range of clients, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.

Brian Kearney Spaw is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has been with Mariner Wealth Advisors since 2017 and previously worked at the University of Kansas from 2016 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios combining in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.