State College, PA Office

Alyssa Peterson is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. She has worked with Mariner since 2022 and previously held roles at Reliance Bank and Palm Beach Tan. 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 services. The firm combines in-house research with third-party managers to deliver customized portfolios and provides integrated tax and accounting services uncommon among large advisory firms.

Ronald Beyer is a CFA® charterholder with 12 years of industry experience, currently serving at Mariner since 2018. He previously worked at Vantage Investment Advisors, LLC from 2013 to 2018. Beyer is active in his community as Treasurer of the Centre County United Way and President of the State College Sunrise Rotary Club. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services uncommon for its enterprise scale.

Andrea Motter is a financial advisor at Mariner with a Series 65 credential and experience spanning roles at Mariner, Woodlands Bank, Lock Haven University, and Central Mountain High School. She has been with Mariner since 2021. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers, and provides specialized services such as tax compliance, administrative CFO capabilities, and a financial wellness platform for employers.

Bret Hoag is a financial advisor with Mariner in State College, PA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at Vantage Investment Advisors, LLC from 2010 to 2018. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and specialized tax and family office services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates in-house research with third-party managers across multiple asset classes and strategies.

Rebecca Haney is a financial advisor at Mariner Wealth Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Mariner since 2018, following three years at Vantage Investment Advisors. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Jill Sutt is a financial advisor at Mariner Wealth Advisors with 26 years of industry experience. She holds a Series 66 designation and has worked at Mariner since 2018, following an 18-year tenure at Vantage Investment Advisors. Outside of her advisory role, she serves as Treasurer for the Tyrone Track & Cross Country Boosters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting services alongside financial wellness tools.

James Karchner is a CFP® and PFS™ with 32 years of industry experience, currently serving at Mariner Wealth Advisors since 2020. Prior to that, he worked at Domani Wealth, LLC and PBWM Holdings, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax services, family office capabilities, and employer financial-wellness tools.

Robert Thomas is a CFP® and CFA® with 26 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2018 and previously spent 18 years at Vantage Investment Advisors. Thomas serves as board president of St. Joseph's Catholic Academy and is a member of advisory boards for Old Dominion Bank and Centre First Bank. 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 in-house research and third-party managers, and provides integrated tax, family office, and financial wellness services.