Madison, NJ Office

Kenneth Furman is a financial advisor at Mariner with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, and Fidelity Investments. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party managers, providing a wide range of investment strategies alongside integrated tax and administrative services.

Richard Coppa is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Mariner since 2020 and previously worked at Wealth Health, LLC for 17 years. Coppa serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a wide range of clients, 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 overseen by an Investment Committee and integrates tax and accounting services uncommon among large advisory enterprises.

David Hill is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2012. He is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with capabilities that include alternatives, structured notes, and digital assets alongside comprehensive tax and administrative services.

Sonia Morales Rodriguez is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner Wealth Advisors since 2015, including her current role with Mariner since 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs a discretionary, customized investment approach overseen by an Investment Committee and combines internal research with third-party managers across a range of asset classes and strategies.

Megan Brozowski is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2015. She holds a Series 65 license and is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios with integrated tax and accounting services, as well as unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. 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 combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Robert Diquollo is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Mariner since 2012. Outside of his advisory role, he serves on several nonprofit boards, including as Treasurer and Trustee for the Fund for Newark Abbey and Chairman of the Board of Advisors for Newark Abbey/St. Benedict's Prep School. He also holds board positions with The New School University’s School of Public Engagement, Metabilia, the Foundation of Morristown Medical Center, and the Benedictine Education Fund of New Jersey. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios combining in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. 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 and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.

Anthonny Garcia is a Series 65-credentialed financial advisor at Mariner with one year of industry experience. His background includes roles at Mariner Wealth Advisors and positions in education and the food service industry, including ongoing involvement with Goodfellas Ristorante. He also served in the United States Marine Corps from 2014 to 2016. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm employs a discretionary, customized investment approach supported by an internal management team and third-party managers, integrating a broad range of asset classes and operational capabilities uncommon for a firm of its size.

Darin Gartland is a CFP® professional with 22 years of industry experience. He has worked at Mariner Wealth Advisors since 2020 and previously spent 16 years at Wealth Health, LLC. Gartland is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and external managers, along with integrated tax, accounting, and family office services uncommon for a firm of its scale.

Michael Kats is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years at Merrill and Bank of America, N.A. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party manager allocations across a wide range of strategies and operational offerings.

Donna Sabatino is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner since 2020. Prior to joining Mariner, she worked at Wealth Health, LLC for five years. Mariner serves a diverse client base, including individuals, pension plans, trusts, 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 it provides integrated tax and accounting services alongside financial wellness programs for employer clients.

Brian Santini is a CFP® professional based in Madison, NJ, currently with Mariner. He has prior experience at US Trust Company of Delaware and has a background that includes academic and other non-investment roles. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering customized investment management, financial planning, tax services, and employer financial-wellness tools. The firm combines in-house research with external managers to provide discretionary portfolio solutions across various asset classes and maintains a notable integration of tax and accounting services.

Jeremy Welther is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2012. He is based in Madison, New Jersey, and holds a Series 63 license. Outside of his advisory role, he acts as a trustee overseeing the administration of non-investment-related trusts. Mariner Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal research and third-party managers, with additional offerings in tax integration and financial wellness solutions.

Jennifer Becker is a financial advisor at Mariner with eight years of industry experience. She holds a Series 65 designation and previously worked at Glenmede Trust Company from 2014 to 2018. Becker serves on the Board of Trustees for the Executive Women of New Jersey. Mariner serves a broad mix of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements discretionary, customized portfolios combining in-house research and third-party managers, with additional offerings such as Core Family Office services and employer financial-wellness tools.