Derek Sanborn is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors, Msec, LLC, Orion Advisor Services, and Mutual of Omaha. 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 vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party allocations, and offers integrated tax and accounting services along with administrative family office capabilities.

Matthew Charles is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Mariner in Overland Park, KS, where he has worked since 2016. His prior experience includes roles within different Mariner entities. 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 combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Megan Tanney is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. She has worked at Mariner Wealth Advisors from 2011 to 2018 and is currently with Mariner. Mariner serves a diverse range of clients, including individuals, high-net-worth households, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to various pooled vehicles and third-party managers. The firm combines discretionary, customized portfolio management with integrated tax and accounting services, as well as specialized family office and employer financial-wellness solutions.

William Greiner Jr. is a CFA® charterholder at Mariner with 14 years of industry experience, all with Mariner Wealth Advisors. He serves as a director on the board and investment committee of the Washburn University Endowment Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs customized discretionary portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and employer financial wellness services.

Brian Leimer is a CFP® and Series 65–registered advisor with seven years of industry experience. He has been with Mariner since 2018, following two years at The Underground Lab. Leimer is based in Overland Park, KS. 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 an internal team and third-party managers, along with specialized tax integration and family office capabilities.

Kathleen Dunn is a financial advisor at Mariner with 20 years of industry experience and holds a Series 66 designation. She has worked at Mariner Wealth Advisors since 2009 and previously at Msec, LLC from 2011 to 2019. Dunn serves on the University of Kansas Advancement Board and is a board member of the Dunn Family Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with additional services such as family office capabilities and employer financial-wellness tools.

Jarrett Adam is a CFP® professional with one year of industry experience, currently affiliated with Mariner Wealth. His prior roles include positions at the University of Kansas, Adam & McGrevey P.A., and Stanford & Feuerborn, Inc. Mariner Wealth 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 uses discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and administrative financial services.

Matthew Brady is a CFP®-certified financial advisor with 15 years of industry experience, currently practicing at Mariner. He was with Mariner Wealth Advisors for eight years prior to his current role. Outside of his advisory work, he is president of CATAHEE, LLC, an entity created to purchase recreational and rental farmland. 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 in-house research and third-party managers, with a notable depth of tax and accounting integration uncommon for a firm of its scale.

Theresa Hultz is a financial advisor at Mariner with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Msec, LLC since 2011, Mariner Wealth Advisors from 2006 to 2018, and A. G. Edwards & Sons, Inc. in 2006. Outside of her advisory work, she provides financial support for a family-owned floral business. Mariner serves a wide range of clients, 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, with notable integration of tax, accounting, and family office services.

David Hutchins is a Series 65-licensed advisor with five years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to joining Mariner, he held roles at Avantax Advisory Services and BOK Financial Corporation. He was also involved with Hutchco, LLC, a business he operated from 2017 to 2023. 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 portfolio strategies supported by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.

Jennifer Murawski is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including Msec, LLC, UMB Financial Services, Inc., Cetera Investment Services LLC, and Morgan Stanley DW Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.

Aaron Timmons is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner. He has worked at Mariner Wealth Advisors since 2017 and has prior experience with Ivy Funds Distributor, Inc. and Waddell & Reed, Inc. from 2008 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios, combines in-house research with third-party managers, and integrates tax and accounting services, including administrative CFO capabilities and a financial wellness platform for employer clients.

Martin Bicknell is a financial advisor with Mariner Wealth Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Mariner since 2006. Outside of his advisory role, he serves as director and president of 1248 Trust Company, Inc., and is involved with the Civic Council of Greater Kansas City as a board member and treasurer. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management and financial planning services supported by an internal investment committee, combining in-house research with third-party managers, as well as integrated tax, accounting, and family office services.

Justin Richter is a CFP® professional with 13 years of industry experience based in Overland Park, KS. He is currently with Mariner and has previously worked at BOK Financial Securities, Inc. and Mariner Wealth Advisors. Richter serves on the finance and community advisory committees of the REACH Healthcare Foundation and is a board member of Junior Achievement of Greater Kansas City. 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 combines in-house research and third-party managers to deliver customized discretionary portfolios and offers integrated tax, family office, and financial wellness services.

Michael Dugan is a financial advisor with Mariner Wealth Advisors based in Overland Park, KS. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining Mariner and MSEC, LLC in 2019, he worked with BOK Financial entities, including Bank of Oklahoma and BOKF, NA, from 2010 to 2019. He serves on the board of JOYKC, a nonprofit organization in Kansas City, MO. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios overseen by an Investment Committee and provides integrated tax and accounting services alongside traditional portfolio management.

Michael Bezanson is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Creative Planning, LLC and CRB Group before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, offering integrated tax and accounting services alongside traditional portfolio management.

Joseph Reynoldson is a CFP® designated financial advisor with seven years of industry experience. He has been with Mariner since 2019 and previously worked at DST Systems and Masters Contracting. 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 third-party managers. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party allocations, and it provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Alisa Roth is a financial advisor at Mariner with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at Msec, LLC, Mariner Wealth Advisors, and Citigroup Global Markets. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Brady Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner in 2019, he held positions at Cerner Corporation and Sprint Corporation. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, and offers integrated tax services and family office capabilities alongside traditional portfolio management.

Brian Cunningham is a financial advisor at Mariner with ten years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc, and Scottrade/TD Ameritrade. 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 a combination of in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.