Sean Hosey is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His background includes multiple roles at Mariner Wealth Advisors, as well as prior work with Leroy's Tavern and the University of Kansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. 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.

Patrick Kimbrough is a financial advisor at Mariner with 16 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. His prior work experience includes roles at Mariner Wealth Advisors, Avantax Advisory Services, LPL Financial, and Edward Jones. Mariner serves a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm provides customized discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting capabilities that are notable among large advisory enterprises.

Kyle Grabenstetter is a CFP® with three years of industry experience, currently advising at Mariner. He previously worked at Capstone Financial Advisors Inc for eight years. Mariner serves a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and administrative family office services.

Tobias Bond is a CFP® certificant with 10 years of industry experience. He has worked at Mariner Wealth Advisors from 2016 to 2018 and is currently with Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, supported by in-house research and third-party manager allocations.

Tyler Burtscher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Prior to joining Mariner, he worked at Charles Schwab & Co., Inc. for over nine years. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and retirement plan consulting through discretionary, customized portfolios overseen by an internal team and investment committee.

Ta Shauna Mc Allister is a financial advisor at Mariner with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Commerce Trust Company, and held various roles prior to her advisory career. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and employer financial wellness tools, implementing customized portfolios through a combination of in-house research and third-party managers.

Kenneth Hodges is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at HD Vest Insurance Agency, HD Vest Advisory Services, Five Star Advisor Partners, LLC, and H.D. Vest Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate entities, providing investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines discretionary, customized portfolio management with integrated tax and accounting services, supported by an in-house Investment Committee and access to third-party managers.

Dahlia Goldberg is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her career includes roles at Mariner Wealth Advisors since 2017 and Briar Hall from 2016 to 2017. Mariner serves a diverse client base, including high-net-worth 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 discretionary, customized portfolio strategies supported by an internal investment committee and integrates tax and accounting services uncommon for a firm of its size.

Jason Lipsett is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2021. Prior to that, he spent six years at Tolleson Private Wealth Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and financial wellness services.

Elysa Flores is a financial advisor at Mariner in Plano, TX, holding a Series 65 credential. She has been with Mariner since 2023 and has prior work experience outside the industry at Baskin Robbins. Elysa’s background includes several years as a full-time student before entering the advisory field. Mariner serves a broad range of clients including individuals, trusts, and institutional investors by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Hayden Vanover is a financial advisor at Mariner with six years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Fisher Investments and Peak American Investment Advisors, Inc., as well as service in the United States Marine Corps. Mariner serves a diverse client base including individuals, pension plans, trusts, corporations, and private funds through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and chief financial officer services alongside traditional portfolio management.

Mary Duplantier is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, she held roles at JP Morgan Chase Bank and Carter's. Outside of finance, she is the owner and CEO of Eve Luxe, Co., a business specializing in bath and body products and home fragrances. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement 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 is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Michael Daniels is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior experience includes roles at Sequoia Financial Group, UBS Financial Services, Merrill Lynch, and Bank of America. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized, discretionary portfolios and offers integrated tax and accounting services along with financial wellness solutions for employer clients.

John Van De Steeg is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Mariner Wealth Advisors in Plano, TX. His background includes roles in education and nonprofit organizations, as well as experience outside the financial industry. Mariner serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon in large enterprise advisory firms.

Adam Millman is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Zacks Investment Management, Fisher Investments, and USAA in various advisory roles. Mariner serves a diverse client base that includes 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 capabilities uncommon at this scale.

Kevin Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, and Charles Schwab. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates in-house research with third-party managers across a range of asset classes and strategies.