Jason Skolnick is a financial advisor at Mariner with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Purshe Kaplan Sterling Investments for 20 years and FIRST NATIONAL Advisors for 28 years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax, accounting, and family office services.

Alex Oliver is a CFP® with 11 years of industry experience. He has worked at Mariner since 2026 and previously spent 11 years at First National Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and its services include advanced tax integration and administrative family office capabilities.

Joseph Curran is a CFP® and holds a Series 65 credential with two years of industry experience. He has worked at Mariner since 2026 and previously held roles at First National Advisors, LLC, Lexington Wealth Management, and Repligen Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and various tax and family office services. The firm employs customized discretionary portfolio management supported by both internal research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Michael Hebert is a financial advisor at Mariner Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Purshe Kaplan Sterling Investments for 19 years and First National Advisors LLC for 28 years. Hebert also serves as a Notary Public for the State of Massachusetts. 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 offers discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services, including specialized CFO capabilities and a Financial Wellness Platform for employers.