Baton Rouge, LA Office

Rebekah Morein is a financial advisor with Mariner Independent, holding a Series 66 designation and bringing 10 years of industry experience. She has worked previously with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of her advisory role, she is involved with Moving Colors Productions, a venture she has been associated with for over a decade. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

Matthew Kubicek is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and Alinity Wealth Management. Prior to his current roles, he spent 20 years at Northwestern Mutual, including positions in wealth management, investment management, and life insurance. Kubicek serves as treasurer for two nonprofit organizations, CYT Baton Rouge and Ironside Property Association. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and portfolio management through a combination of firm-built model portfolios, customized discretionary portfolios, and access to various investment vehicles and affiliated services.

Jonathan Wilks is a financial advisor at Mariner Independent with eight years of industry experience. He holds the CFP® and ChFC® designations and has previously worked with Northwestern Mutual and Matthew Kubicek. He is also the owner of Slopes & Summits, LLC, a partnership entity unrelated to his trading hours. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Luke Costa is a CFP® professional with five years of industry experience, currently serving as an advisor at Mariner Independent in Baton Rouge, LA. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also involved with Alinity Wealth Management, providing investment services through the Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and a range of retirement plan services supported by institutional affiliations and integrated resources.

Ethan Bowling is a CFP® and ChFC® with nine years of industry experience. He is affiliated with Mariner Independent and Alinity Wealth Management, where he offers investment services through Mariner Platform Solutions. His prior experience includes roles at Northwestern Mutual and Matthew P Kubicek. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives, offering both model and customized discretionary portfolios supported by in-house and third-party resources.

Jeffrey Metzger is a CFP® with four years of experience in financial advising. He is currently with Mariner Independent in Baton Rouge, LA, and has prior experience at Avantax Advisory Services and Raymond James Financial Services. Outside of advising, he is a partner and part owner of Rally Cap Brewing Company, where he also works as a bartender. Mariner Independent serves individual and institutional clients offering financial planning, portfolio management, retirement consulting, and access to alternative investments. The firm supports advisors with model portfolios and customized discretionary management, and is notable for its affiliated trust company and institutional pension consulting services.

Mackenzie Delaune is a financial advisor with Mariner Independent who holds a Series 66 designation and has two years of industry experience. Prior to joining Mariner Platform Solutions and Alinity Wealth Management in 2026, Mackenzie worked at Northwestern Mutual in various roles from 2022 to 2026. Outside of finance, Mackenzie has been involved with LMD Dance Academy since 2016. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives supported by in-house and third-party resources.