Megan Tanney is a CFP® professional with 10 years of industry experience, currently with Mariner Wealth Advisors where she has worked for 15 years. She holds a Series 65 license and is based in Overland Park, KS. Mariner serves a diverse client base including high-net-worth 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 manager allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

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® with 15 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of CATAHEE, LLC, an entity created to purchase recreational and rental farmland. Mariner Wealth Advisors 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 implements discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Theresa Hultz is a financial advisor at Mariner Wealth Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Mariner since 2006 and Msec, LLC since 2011. She is involved with Barton Capital LLC, providing financial support for her daughter's floral business. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining internal research with third-party managers across various asset classes.

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 been with Mariner Wealth Advisors since 2014. Prior to that, she worked at Msec, LLC from 2014 to 2019. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a range of strategies across equities, fixed income, alternatives, and digital assets.

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, currently serving as a senior wealth advisor at Mariner Wealth Advisors since 2014. He is based in Overland Park, KS, and holds the Series 63 designation. Outside of his advisory role, Richter is involved with the Reach Healthcare Foundation as a member of its Finance and Community Advisory Committees and serves on the board of Junior Achievement of Greater Kansas City. Mariner Wealth Advisors serves a broad range of clients, 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 investment team and third-party managers, with notable integration of tax and accounting capabilities uncommon among large advisory enterprises.

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 with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Mariner since 2009 and is also associated with Msec, LLC. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, retirement consulting, and integrated tax and accounting services, utilizing both in-house research and third-party managers across a wide range of strategies.

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.

Joseph Ida is a financial advisor at Mariner with 10 years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, utilizing discretionary, customized portfolios supported by in-house research and third-party managers.

Joseph Coletta is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked with Mariner Wealth Advisors since 2017, following two years at Reed Financial Group. He holds a Series 65 license and is based in Overland Park, KS. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and administrative CFO services alongside traditional portfolio management.