Meredith Woods is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and two years of industry experience. Her prior roles include positions at Refusing to Settle, LLC, Gordon Management, LLC, and Meredith Rawlings Professional Coaching. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to create customized portfolios and provides integrated tax and accounting services alongside its portfolio management.

Rebekah Fuller is a CFP® and holds a Series 66 license, currently with Mariner, where she has worked since 2023. She has prior experience at Goldfinch Wealth Management and Dehollander & Janse Financial Group. Before her financial advisory career, she spent nine years as a full-time parent. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and additional services such as tax coordination and Core Family Office offerings. The firm employs a discretionary, customized portfolio approach supported by a combination of in-house research and third-party managers, with integrated tax and administrative services uncommon for a firm of its size.