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 CFP® with 10 years of industry experience, currently affiliated with Mariner in Overland Park, KS. His prior experience includes roles at Mariner Wealth Advisors and Reed Financial Group. 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 utilizes customized, discretionary portfolios supported by an internal team and third-party managers, and features notable tax and accounting integration alongside financial wellness and family office services.

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.

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.

Kojo Owusu is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Mariner. He has been with Mariner Wealth Advisors since 2012. 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 both in-house research and third-party managers, with a notable focus on integrating tax and accounting capabilities alongside traditional portfolio management.

Michael O'Neill is a financial advisor at Mariner with 42 years of industry experience. He holds the ChFC® and PFS™ designations and has worked at firms including Mariner Wealth Advisors, CBIZ Wealth Management, and National Planning Corporation. Outside of his advisory roles, he serves as board treasurer for the Kansas City Irish Center. Mariner 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 internal research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

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.

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.

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.

Jeffrey Maher is a financial advisor at Mariner with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Mariner and its related entities since 2014. Maher is also involved with MSEC, LLC as a wealth advisor. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing a discretionary, customized portfolio approach supported by an internal investment team and third-party managers.

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.

Jason Mcelwee is a financial advisor at Mariner with 33 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Mariner Wealth Advisors, Tortoise Investment Partners, Montage Securities, and A. G. Edwards & Sons, Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations across a variety of asset classes, supported by integrated tax, accounting, and family office services.

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.

Benjamin Albertson is a financial advisor at Mariner with a Series 65 designation and over eight years of industry experience. He has worked at Mariner since 2020, following roles at RTS Financial, Security Benefit, and CBW Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Casey Hauser is a financial advisor at Mariner with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Vantage Investment Advisors and Montage Securities. Mariner serves a diverse range of clients including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside its traditional portfolio management offerings.

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.

Adam Finke is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Mariner. His career includes multiple roles within Mariner Wealth Advisors since 2017 and a brief tenure at Waddell & Reed. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting capabilities uncommon for a firm of its size.

Melodie Hughes is a financial advisor at Mariner with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Equitable Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement consulting. The firm offers discretionary, customized portfolios supported by an internal management team and combines in-house research with third-party manager allocations, along with integrated tax and accounting services uncommon for a firm of its size.

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.

Brian Leitner is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. He has been with Mariner Wealth Advisors since 2010 and previously worked at UBS Financial Services. Leitner serves on the board of Giving The Basics, a nonprofit organization, and volunteers for the Certified Financial Planner Board. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios supported by in-house research and third-party managers.