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Amanda J

Series 63, Series 66

Overland Park, KS

Mariner

Amanda Johnson is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors, Financial Engines Advisors L.L.C., Edelman Financial Services, and Fidelity Brokerage Services. 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 employs customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gianni C

Series 65

Overland Park, KS

Mariner

Gianni Catenacci is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously held roles at Cerner Corporation, Kelley School of Business, First Merchants Corporation, and Indiana University. Outside of finance, he was involved with Catenacci Construction for two years. 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 employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, combined with integrated tax and accounting services and unique administrative CFO capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kojo O

CFA®

Overland Park, KS

Mariner

Kojo Owusu is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Mariner. He has been with Mariner Wealth Advisors since 2012, including a current tenure starting in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporate entities through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael O

ChFC®, PFS™, Series 63, Series 65

Overland Park, KS

Mariner

Michael O'Neill is a financial advisor at Mariner with 42 years of industry experience. He holds the ChFC® and PFS™ designations, along with Series 63 and Series 65 licenses. Prior to his current role, O'Neill has been associated with Msec, LLC since 2011 and Mariner Wealth Advisors since 2010. Outside of his advisory work, he serves as board treasurer for the Kansas City Irish Center. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office solutions. The firm’s approach combines discretionary, customized portfolios managed by an investment committee with tax integration and administrative capabilities unusual for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brett K

CFA®

Overland Park, KS

Mariner

Brett Kunshek is a CFA® charterholder with 10 years of industry experience. He has been with Mariner since 2018 and previously worked at 440 Investment Group. Outside of financial advising, he serves as a director on the board of a trucking company. 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 employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable capabilities in tax integration and employer financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Garrett H

Series 65

Overland Park, KS

Mariner

Garrett Howard is a financial advisor at Mariner with one year of industry experience. He holds the Series 65 designation and previously worked at the Federal Reserve Bank of Kansas City and Capitol Federal Savings Bank. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to various third-party managers. The firm offers customized discretionary portfolios supported by both in-house research and external platforms, along with integrated tax and accounting services and administrative family office capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nolan K

CFP®, Series 65

Overland Park, KS

Mariner

Nolan Keim is a CFP® with seven years of experience at Mariner Wealth Advisors. He serves as a board member of the Financial Planning Association of Greater Kansas City and co-leads committee meetings focused on increasing financial awareness in the community. Keim is also a member of the finance council at Ascend Church in Olathe, KS. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and administrative family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey M

Series 63, Series 65

Overland Park, KS

Mariner

Jeffrey Maher is a senior wealth advisor with Mariner Wealth Advisors, based in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Mariner since 2014 and is also involved with MSEC, LLC, an investment-related business. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for an enterprise of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kaley C

Series 65

Overland Park, KS

Mariner

Kaley Carter is a Series 65 licensed advisor with Mariner, based in Overland Park, KS, and has three years of industry experience. She has held various advisory roles within Mariner Wealth Advisors since 2015. 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 supported by internal research and third-party managers, along with integrated tax services and financial wellness tools.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason M

Series 63

Overland Park, KS

Mariner

Jason Mcelwee is a financial advisor with Mariner Wealth Advisors, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Msec, LLC, Tortoise Securities, Tortoise Investment Partners, Montage Investments, and Montage Securities. He is based in Overland Park, Kansas. Mariner Wealth Advisors 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 customized discretionary portfolios complemented by integrated tax, accounting, and family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Peter H

Series 66

Overland Park, KS

Mariner

Peter Hansen is a financial advisor at Mariner with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2012 to 2020. Hansen is also involved with MSEC, LLC in an investment-related capacity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and investment committee, and is notable for its integrated tax and accounting services as well as operational CFO capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Benjamin A

Series 65

Overland Park, KS

Mariner

Benjamin Albertson is a Series 65-credentialed advisor at Mariner with eight years of industry experience. His prior work includes positions at RTS Financial, Security Benefit, CBW Bank, and the Topeka Country Club. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with additional services such as Core Family Office offerings and employer financial-wellness tools.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Casey H

Series 66

Overland Park, KS

Mariner

Casey Hauser is a financial advisor at Mariner with 11 years of industry experience. He holds the Series 66 designation and has worked at Mariner Wealth Advisors since 2018, following prior roles at Vantage Investment Advisors and Montage Securities. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, 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 also provides integrated tax, accounting, and family office services uncommon for firms of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Micah A

Series 65

Overland Park, KS

Mariner

Micah Adams is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Stellar J Corporation, Bon Appetit, Biola University, Nekter Juice Bar, Whitworth University, and La Center School District. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers across diverse strategies, and provides integrated tax, accounting, and family office services alongside employer financial-wellness tools.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam F

CFA®, Series 66

Overland Park, KS

Mariner

Adam Finke is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Mariner. He has been with Mariner in various capacities since 2017, including his current role since 2021. 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, tax services, and family office offerings, implementing customized portfolios overseen by an internal Investment Committee and supported by in-house research alongside third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Melodie H

Series 66

Overland Park, KS

Mariner

Melodie Hughes is a financial advisor at Mariner with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized, discretionary portfolios overseen by an Investment Committee and supports a range of asset classes and strategies while offering integrated tax and administrative services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James V

Series 66

Overland Park, KS

Mariner

James Viers is a financial advisor at Mariner with 15 years of industry experience. He holds a Series 66 designation and previously worked at George K. Baum & Company before joining Mariner in 2020. He also serves as a senior manager in compliance at MSEC, LLC. 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 managed by an Investment Committee and blends in-house research with third-party managers, while providing specialized tax, accounting, and financial wellness services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian L

CFP®, ChFC®, Series 66

Overland Park, KS

Mariner

Brian Leitner is a CFP® and ChFC® with 21 years of industry experience. He has been with Mariner Wealth Advisors since 2010 and also served as president of Msec, LLC. Leitner is a board member of Giving The Basics and volunteers with the Certified Financial Planner Board, providing insights on exam requirements and curriculum. 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, and it maintains robust tax and accounting integration along with specialized financial wellness and family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sanja H

CFP®, Series 65

Overland Park, KS

Mariner

Sanja Hardy is a CFP®-credentialed financial advisor at Mariner with six years of industry experience. She has been with Mariner Wealth Advisors since 2010. 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 in-house research and third-party managers, along with integrated tax, accounting, and family office capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Katrina R

Series 63, Series 65

Overland Park, KS

Mariner

Katrina Radenberg is a financial advisor at Mariner with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mariner Wealth Advisors since 2016, including roles at Mariner Holdings. Outside of her advisory work, she serves as president of the Mariner Foundation board, is a trustee for the Bicknell Family Foundation, and teaches yoga locally. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized, discretionary portfolios supported by a combination of in-house research and third-party managers, alongside integrated tax, accounting, and family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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