Scottsdale, AZ N. Scottsdale Rd. Office

John Powers is a financial advisor at Mariner with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley & Co., Incorporated for over 16 years combined. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and an internal management team, integrating tax and accounting services alongside traditional portfolio management.

Salvatore Ditusa is a financial advisor with Mariner Wealth Advisors, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Goldman, Sachs & Co, Neuberger Berman, Inland Securities Corporation, LPL Financial, and IHT Wealth Management LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm’s investment approach combines in-house research with third-party managers and includes a range of strategies from equities and fixed income to alternatives and digital assets, supported by extensive tax and accounting integration.

Tom Nguyen is a financial advisor at Mariner with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Bank of America, Merrill, UnionBanc Investment Services, Morgan Stanley, and Charles Schwab. Outside of advising, he operates a sole proprietorship focused on real estate transactions for his own account. Mariner serves a diverse client base encompassing individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and is noted for its integrated tax and accounting services along with administrative CFO capabilities and financial wellness tools.

James Davis is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. He previously worked at Woodbury Financial Services for seven years. Davis is a board member of the Children in Need Foundation, a charitable organization supporting children's charities in the Phoenix area. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Cody Deane is a CFP® with 12 years of industry experience, currently with Mariner Wealth Advisors. Prior to joining Mariner, he held roles at Cetera, Enterprise Bank & Trust, and Charles Schwab. Outside of his advisory work, he owns an online store specializing in 3D printed goods. 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 employs customized discretionary portfolios supported by an internal management team and combines in-house research with third-party manager allocations.

Denise Lilien is a financial advisor at Mariner with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Mariner, she worked at MSEC, LLC, Apple Inc., and Charles Schwab. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

Kelly Correll is a CFP® with 15 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent seven years at Fs2 Capital Partners, LLC. Mariner serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal investment team and employs a broad range of strategies across equity, fixed income, alternatives, and digital assets.

Logan Varela is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Mariner since 2025 and previously held roles at Claraphi Advisory Network, Ultra Financial Partners, Ultra Financial Plus, and Shurwest LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Edward Dulin Jr. is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors since 2019. His prior experience includes roles at Msec, LLC, Bank of America, NA, and Merrill. Outside of advisory work, he owns a business focused on buying, fixing, and selling homes. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and family office services.

Massimo Avelluto is a financial advisor at Mariner with three years of industry experience and a Series 66 credential. His background includes roles at The Vanguard Group, Bandelier Capital LLC, and Matthews. Outside of his advisory work, he is a partner at Bandelier Capital LLC, where he invests in real estate. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and integrates tax and accounting services alongside traditional portfolio management.

Ashley Quick is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill from 2011 to 2020 before joining Mariner in 2020. She also has experience with Msec, LLC from 2020 to 2025. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Aaron Clark is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Mariner Wealth Advisors in Scottsdale, AZ, where he has worked since 2019. His prior experience includes roles at BOK Financial Securities, Inc. and Bokf, NA. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services.

Michael Roasa is a financial advisor at Mariner with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include Ultra Financial Partners, Claraphi Advisory Network, and Liberty Partners Financial Services. In addition to advising, he is licensed as an insurance producer in Arizona, focusing on accident, health, life, and life settlement insurance since 1977. 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 managers and provides integrated tax, accounting, and family office services unusual for a firm of its size.

Hugo Meraz is a CFP® with 19 years of industry experience and currently works at Mariner. His prior roles include positions at Ultra Financial Partners, Claraphi Advisory Network, and Annexus Group. He serves as chairperson of the City of Scottsdale Public Safety Personnel Retirement System. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Bryce Webber is a CFP® with eight years of experience in the financial industry. He has worked at Mariner Wealth Advisors since 2019 and previously held roles at The Vanguard Group and the University of North Carolina Wilmington. Webber is based in Scottsdale, AZ. Mariner serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.