Richard Chaffee is a financial advisor with Mariner, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Mariner Wealth Advisors and Mariner Institutional since 2022 and 2024 respectively, as well as prior positions at Northwestern Mutual Wealth Management Company and Empower. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a customized, discretionary portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and operational services uncommon for a firm of its size.

Sherri Hazell is a ChFC® and holds a Series 66 license, with 22 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors for 12 years, Msec, LLC for 15 years, and A.G. Edwards & Sons, Inc. for one year. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through services such as investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and is notable for its integrated tax, accounting, and financial wellness services.

Bruce Kusmin is a financial advisor with Mariner in Overland Park, KS, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Mariner Wealth Advisors since 2006 and is also associated with Msec, LLC since 2011. Kusmin serves as a board member of the Global Orphan Project and the Joshau Center, both nonprofit organizations. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs discretionary, customized portfolios supported by internal research and third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Robert Abraham II is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Charles Schwab & Co., TD Ameritrade, and Northwestern Mutual. 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 coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with third-party managers and platforms.

Lindsay Brown is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, Brown held various roles in education and hospitality, including positions at The University of Kansas and The Hawk Tavern. 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 customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Adam Hasty is a CFP® with nine years of industry experience, currently advising at Mariner. He has worked at Mariner Wealth Advisors since 2015. 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 customized discretionary portfolios supported by an internal investment team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Patrick Sullivan is a Series 65-licensed financial advisor with Mariner, where he has worked since 2018. He has seven years of industry experience and previously co-founded an e-commerce business selling sunglasses and apparel. Mariner serves a diverse client base, offering 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, with additional capabilities in tax integration and employer financial wellness programs.

Lisa Johnson is a financial advisor at Mariner with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. In addition to her advisory role, she serves as a director and manager focused on employee benefits at Hogan - Hansen, P.C., a CPA firm. 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 coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, with a notable integration of tax and accounting services uncommon among firms of its size.

Verne Marble is a financial advisor at Mariner with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at LPL Financial, Private Advisor Group, Financial Engines Advisors, Edelman Financial Services, and Linsco/Private Ledger Corp. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios managed by an Investment Committee and integrates in-house research with third-party managers and alternative investment strategies.

Marie Osterhaus is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Mariner Wealth Advisors since 2018, following prior roles at the American College of Clinical Pharmacy and the University of Kansas, Edwards Campus. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled and third-party investment vehicles. The firm offers extensive tax and accounting integration along with administrative family office services and employer financial wellness tools, alongside its discretionary, customized portfolio management approach.

Joseph Madsen is a financial advisor at Mariner with 16 years of industry experience. He holds the Series 66 designation and has worked at Mariner Wealth Advisors since 2015. Prior to that, he was associated with Msec, LLC for five years. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to offer customized, discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Brett Ward is a financial advisor at Mariner with a Series 65 designation. He has been with Mariner in various capacities since 2023 and has prior experience at Triune Financial Partners and VanTrust Real Estate. His background also includes roles at Kansas State University, Hen House, and St James Academy. 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 internal research and third-party managers, alongside specialized tax and administrative CFO services.

Kristen Meyer is a financial advisor at Mariner with a Series 65 credential and 13 years of industry experience. She worked at Bukaty Companies Wealth Management from 2012 to 2019 before joining Mariner, where she has been since 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by a dedicated investment committee and internal research, alongside access to third-party managers and a range of investment strategies.

Kyndra Burgess is a financial advisor with Mariner, holding a Series 66 license and 20 years of industry experience. She has worked with Mariner Wealth Advisors since 2006 and previously spent 11 years at Msec, LLC. Outside of her advisory role, Burgess is a member of KBX2, LLC, a company focused on real estate investment. 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 plan consulting, tax services, and coordinated family office solutions, utilizing a combination of in-house research and third-party managers.

Reser Hall is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Prior to joining Mariner Wealth Advisors in 2022, he was with Two West Advisors for one year. He is also a member of an investment club, Windy Dunes Capital, LLC, in Prairie Village, KS. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions uncommon at its enterprise scale.

Stephanie Manning is a CFP® professional with 23 years of industry experience, currently affiliated with Mariner. She has worked at Mariner Wealth Advisors from 2006 to 2018 and Msec, LLC since 2011. Manning holds the Series 66 license and is based in Overland Park, KS. 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 combines customized portfolio strategies with in-house research and third-party managers, and it provides integrated tax services and financial wellness tools not commonly found at firms of its size.

Christopher Knauth is a financial advisor with Mariner, holding a Series 65 designation and based in Overland Park, KS. He has been with Mariner since 2024, including a brief period at Canvas Wealth Advisors in 2025. Knauth has no prior industry experience before 2024. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by internal research and third-party allocations, with a notable focus on tax and accounting integration and specialized operational services.

Chad Hamilton is a CFP® with 17 years of industry experience, currently with Mariner Wealth Advisors since 2021. His prior roles include positions at LPL Financial, Brown & Company, Inc., and Advisor Solutions 360, LLC. Outside of advising, he is the author of *Deep Wealth* and *Redefining Financial Freedom*. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax and family office services. The firm combines in-house research and third-party managers to deliver customized portfolio solutions alongside integrated tax and accounting capabilities.

Barney Barnes III is a CFP® with 35 years of industry experience, currently serving at Mariner. His prior roles include positions at Msec, LLC, Mariner Wealth Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Barnes maintains involvement with Msec, LLC as a registered representative. 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 an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness services uncommon among large enterprises.

Andrew Hood is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. His prior work includes roles at Mariner Wealth Advisors, the University of Kansas, Brothers Bar & Grill, and Kemper Lakes Golf Club. 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, tax services, and family office solutions, employing customized portfolios supported by both in-house research and third-party managers.