Mariner Wealth

Jordan Downey is a financial advisor with Mariner Wealth Advisors‑IC, LLC, holding a Series 65 credential and five years of industry experience. He also works as a certified public accountant at Frankel Zacharia, LLC, a role he has held since 2011. Mariner Wealth Advisors‑IC, LLC primarily acts as a referral and introduction platform, connecting clients to affiliated investment advisers and service providers rather than managing assets directly. The firm is notable for its wide range of affiliated financial entities, including trust, brokerage, insurance, investment banking, tax, and financial wellness services.

Jonathan Fortin is a financial advisor with Mariner Wealth Advisors-IC, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior roles include positions at Redpath and Company, Heritage Wealth Advisors, Deloitte Tax LLP, Goldman Sachs Wealth Services, and Truist Investment Services. He is a partner at Redpath and Company, where he provides tax consulting and compliance services related to estate, gift, and trust matters. Mariner Wealth Advisors-IC serves primarily as a referral and introduction firm, connecting individuals, pension plans, corporations, and businesses with affiliated SEC-registered advisers and service providers. Unlike typical investment managers, the firm does not provide personalized investment advice or manage client assets but offers access to a broad network of related financial-service entities.

Dakon Mortenson is a financial advisor with Mariner Wealth Advisors-IC and holds a Series 65 designation. He has over 20 years of industry experience, including roles at KPMG LLP and Larson & Company. Currently based in Overland Park, KS, Mortenson joined Mariner Wealth Advisors-IC in 2026. Mariner Wealth Advisors-IC functions primarily as a referral and introduction platform, connecting prospective clients to Mariner and affiliated SEC-registered advisers and service providers without directly managing client assets or charging advisory fees. The firm is notable for its extensive internal network of affiliated financial-service entities, offering a broad range of services through referrals.

Douglas Gocke is a financial advisor at Mariner Wealth with a Series 65 designation and one year of industry experience. He serves as Chief Financial Officer at Wiebe Hinton Hambalek, LLP, a CPA firm, where he manages accounting, financial planning, human resources, IT, and firm administration. Mariner Wealth Advisors‑IC primarily functions as a referral and introduction firm, connecting prospective clients to affiliated investment advisers and service providers rather than providing direct investment management or personalized advice. The firm is notable for its broad network of affiliated financial entities under common ownership, including trust, brokerage, insurance, investment banking, and tax services.

Daniel Davis is a financial advisor with Mariner Wealth Advisors-IC, LLC, holding Series 65 and Series 66 licenses and possessing 14 years of industry experience. He has been with Mariner Wealth since 2017 and previously worked at Honkamp Krueger Financial Services and ProEquities, Inc. He is also a partner at Frankel Zacharia LLC, a CPA firm where he provides accounting and audit services. Mariner Wealth Advisors-IC, LLC acts primarily as a referral and introduction firm, connecting prospective clients with a wide range of affiliated SEC-registered advisers and service providers. The firm does not manage client assets or charge investment advisory fees, offering an extensive internal network of affiliated financial-service entities for client referrals.

Michael Smith II is a Series 65-licensed financial advisor with Mariner Wealth Advisors‑IC, LLC, where he has worked since 2018. He also serves as a CPA and tax partner at McFarlin & Brokke, P.C., a role he has held since 2009. His experience spans seven years in financial advising alongside his ongoing accounting career. Mariner Wealth Advisors‑IC functions primarily as a referral and introduction firm, connecting clients to affiliated investment advisers and service providers rather than directly managing assets or providing personalized investment advice. The firm is notable for its broad network of affiliated financial entities, including trust, brokerage, insurance, and tax services.

Edward Agostinelli Sr. is a financial advisor with Mariner Wealth Advisors‑IC in Overland Park, KS, holding a Series 63 designation and one year of industry experience. He has been self-employed as a certified public accountant since 2001, providing tax preparation, consulting, and bookkeeping services. Mariner Wealth Advisors‑IC primarily serves as a referral and introduction platform connecting clients to affiliated investment advisers and service providers, without directly managing client assets or providing personalized investment advice.

Frank Palermo III is a CPA and shareholder at Palermo/Kissinger & Associates, a CPA firm based in Washington, PA, where he has worked for 20 years. He has been affiliated with Mariner Wealth Advisors-IC in Overland Park, KS for three years. Mariner Wealth Advisors-IC primarily functions as a referral and introduction platform, connecting prospective clients to Mariner and other affiliated investment advisers and service providers rather than providing direct investment management or personalized advice. The firm is distinguished by its wide range of affiliated financial entities, including trust, brokerage, insurance, and specialty tax services.

Jeff Burds is a financial advisor with Mariner Wealth, holding a Series 65 credential and 16 years of industry experience. His prior work includes 15 years at Honkamp Krueger Financial Services and Avantax Planning Partners, Inc., and he has been associated with Burds & Kuntz, PC since 2005. Mariner Wealth Advisors‑IC, LLC primarily acts as a referral and introduction firm, connecting clients to Mariner and affiliated investment advisers rather than managing client assets directly. The firm’s structure includes a range of affiliated financial entities offering services such as trust management, brokerage, insurance, and investment banking.

Clinton Heaser is a financial advisor at Mariner Wealth Advisors-IC, LLC with six years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth since 2020. In addition to his advisory role, Heaser is a CPA and partner at Lawrence Cumpston & Associates, PLLP, a Minnesota-based accounting firm. Mariner Wealth Advisors-IC, LLC primarily serves as a referral and introduction vehicle, connecting prospective clients to Mariner and other affiliated investment advisers and service providers rather than directly managing client assets or providing personalized investment advice.

Trevor Friedman is a financial advisor with Mariner Wealth Advisors-IC and holds ten years of experience at Harvey & Company. He began his tenure with Mariner Wealth Advisors-IC in 2026. Mariner Wealth Advisors-IC primarily functions as a referral and introduction platform, connecting prospective clients to Mariner and other affiliated SEC-registered advisers and service providers. The firm does not manage client assets or provide personalized investment advice, distinguishing itself through a broad internal network of affiliated financial-service entities.

Andrew Worthington is a financial advisor with Mariner Wealth Advisors-IC, LLC, holding a Series 65 credential and seven years of industry experience. He is also a partner at Frankel Zacharia, LLC, a CPA firm, where he has worked since 2017. Worthington’s professional background includes roles at Frankel Zacharia dating back to 2009. Mariner Wealth Advisors-IC, LLC primarily serves as a referral and introduction vehicle, connecting prospective clients—including individuals, corporate entities, and pension plans—to Mariner and affiliated SEC-registered advisers. The firm does not manage assets or provide personalized investment advice but offers access to a broad network of affiliated financial service providers.

David Pummel is a financial advisor with Mariner Wealth Advisors-IC, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include long tenures at Avantax Planning Partners, Inc. and ProEquities, Inc. Outside of advisory work, he is the managing partner of a public accounting firm and serves as treasurer for Our Saviors Lutheran Church. Mariner Wealth Advisors-IC, LLC primarily acts as a referral and introduction platform, connecting clients to affiliated investment advisers and service providers rather than managing assets directly. The firm is notable for its broad network of affiliated financial entities offering diverse services including trust, brokerage, insurance, investment banking, and tax specialties.

Steven Duggan is a financial advisor with Mariner Wealth Advisors‑IC, LLC, holding 26 years of industry experience. He has been with Mariner Wealth since 2020 and previously worked for Honkamp Krueger Financial Services, Inc. for 10 years. In addition to his advisory role, he is the principal and president of Hogan - Hansen, P.C., a CPA firm where he has worked since 1994. Mariner Wealth Advisors‑IC primarily acts as a referral and introduction service, connecting prospective clients to affiliated investment advisers and service providers rather than directly managing client assets or providing personalized investment advice. The firm is notable for its wide range of affiliated financial entities, including trust, broker-dealer, insurance, investment banking, and specialty tax services.

Kevin Baker is a financial advisor with Mariner Wealth Advisors-IC and holds a Certified Public Accountant credential. He has one year of industry experience and also operates South Hills Tax & Accounting LLC, where he provides tax preparation, consulting, and bookkeeping services. Prior to his current roles, he worked at Thermo Fisher Scientific. Mariner Wealth Advisors-IC primarily functions as a referral and introduction firm, connecting clients to affiliated investment advisers and service providers rather than managing assets directly. The firm is notable for its broad network of affiliated financial entities, including trust, brokerage, insurance, and specialty tax services.