New York, NY Broadway, 28th Office

William Stoops is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His prior work history includes roles at Guidepoint and several academic institutions, including Bucknell University and Berkshire School. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office support. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, with a notable focus on integrated tax and accounting services.

Kevin Flynn is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior work includes roles at Gary's Wine and Marketplace, Forest Lodge Catering, Bucknell University, and Watchung Hills Regional High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, combining discretionary customized portfolios with in-house research and third-party manager access.

Justin Mccarthy is a CFP® professional with 12 years of industry experience, currently with Mariner in New York, NY. His prior experience includes over a decade at Mariner Wealth Advisors-NYC, LLC and a long-standing role at Mass Mutual Life Insurance since 2006. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integrated tax and accounting services alongside traditional portfolio management.

Forrest Swisher is a Series 65-licensed advisor at Mariner with four years of industry experience. His prior work includes roles at Dmi and American Tower Corp, as well as a six-year period at Cobblestone Creek Country Club. 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, coordinated tax services, and family office solutions, implementing customized portfolios supported by internal research and third-party managers.

Adrian Huerta is a CFP®-certified financial advisor at Mariner Wealth Advisors with nine years of industry experience. He previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, Merrill, and held a position at William Paterson University. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.

Henry Cox is a CFP® professional with one year of industry experience. He currently works at Mariner and previously held multiple roles at Mercer Global Advisors Inc. Henry’s background also includes positions outside of traditional advisory roles, such as work with Essex Mortgage and experience in educational settings. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm employs a customized, discretionary investment approach supported by an internal team and external managers, with notable integration of tax and accounting services uncommon for firms of its size.

Muhammad Karim is a financial advisor at Mariner with eight years of experience. He has been with Mariner Wealth Advisors since 2013. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with specialized offerings in tax integration and family office services.

Christopher Koehler is a financial advisor at Mariner with 12 years of experience at the firm and a total of 4 years in the industry. Based in New York, NY, he has focused his career at Mariner Wealth Advisors. Mariner serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and employer financial-wellness tools, using discretionary, customized portfolios supported by in-house research and third-party managers.

Robert Catalino is a Series 65-licensed financial advisor at Mariner with four years of industry experience. He previously worked at Andersen Tax before joining Mariner, where he has been since 2019. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations, also providing specialized services such as Core Family Office solutions and employer financial wellness tools.

Robert Sheehan is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior roles include positions at Stablepoint Partners and City Wide Facility Solutions of Boston. Outside of his advisory career, he has been involved with Del Fuego since 2019. Mariner serves a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and employer financial-wellness tools, combining in-house research with third-party manager allocations across a range of asset classes.

Cory Doliner is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner, he was self-employed for one year and spent ten years at ITREK, Inc. Mariner provides investment management, financial planning, retirement plan consulting, and access to third-party managers to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs customized discretionary portfolios overseen by an Investment Committee and offers integrated tax services and specialized family office capabilities.

Mitchell Nguyen is a financial advisor at Mariner with seven years of industry experience and holds a Series 66 designation. Prior to joining Mariner in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2024 to 2026, and spent six years at Charles Schwab & Co Bank and Charles Schwab. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines in-house research with third-party managers and includes unique offerings such as integrated tax and accounting services and administrative CFO capabilities.

Manida Alarcon is a financial advisor with Mariner Wealth Advisors in New York, NY, holding four years of industry experience. She has been with Mariner Wealth Advisors since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through services such as investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with tax and accounting integration, offering additional services like Core Family Office and employer financial-wellness tools.

Anthony Azzano is a financial advisor at Mariner located in New York, NY, holding a Series 66 designation with one year of industry experience. His prior experience includes a role at Janney Montgomery Scott and academic work at Salve Regina University. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across various asset classes and provides integrated tax, accounting, and family office services uncommon among firms of its size.

Lawrence Rosa is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at Mariner Wealth Advisors since 2017 and was previously with Chilton Trust Company from 2015 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by a dedicated Investment Committee and integrates extensive tax and accounting services alongside traditional portfolio management.