William Stoops is a financial advisor at Mariner Wealth with a Series 65 credential and experience beginning in 2023. His background includes roles at Guidepoint and educational positions at Bucknell University, Berkshire School, and New Canaan Country School. Mariner Wealth is a large wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

Jillian Gottbetter is a financial advisor at Mariner Wealth with a Series 65 credential and two years of industry experience. Prior to joining Mariner Wealth in 2021, she worked at Health & Wellness Partners and Momentum. Outside of finance, she operated a cupcake business called Cupcakes by Carousel from 2016 to 2020. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office administration.

Matthew Gentile is a financial advisor at Mariner Wealth in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Ameriprise, Equity Services Inc, National Life Group, and Amedore Homes. Mariner Wealth is a multi-advisor firm managing approximately $98.6 billion in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, tax services, and family-office style administration, utilizing both active and passive investment strategies.

Kevin Flynn is a Series 65-credentialed financial advisor with Mariner Wealth in New York, NY, and has two years of industry experience. Prior to joining Mariner Wealth, he worked at Gary's Wine and Marketplace and has experience in catering and education. Mariner Wealth is a large wealth management firm serving individuals, institutions, and organizations with a comprehensive range of services including investment management, financial planning, and family-office style administration. The firm employs a combination of in-house and third-party investment strategies and maintains an internal tax practice alongside other integrated financial services.

Justin Mccarthy is a CFP® professional at Mariner Wealth with 12 years of industry experience. He has been with Mariner Wealth Advisors and its affiliated entities since 2007 and has a concurrent role at Mass Mutual Life Insurance since 2006. Based in New York, NY, his career spans over a decade within the wealth management sector. Mariner Wealth is a large, multi-advisor firm managing approximately $98.6 billion in assets and serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines in-house and third-party investment management with a broad range of services including financial planning, retirement consulting, tax services, and family office administration.

Forrest Swisher is a financial advisor at Mariner Wealth with four years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth since 2021. His prior roles include positions at DMI and American Tower Corp, as well as experience at Cobblestone Creek Country Club. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a range of services including investment management, financial planning, retirement consulting, tax services, and family office administration.

Adrian Huerta is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He also worked at William Paterson University early in his career. Mariner Wealth Advisors is a large, multi-advisor wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering a range of services including investment management, financial planning, retirement consulting, tax services, and family-office style administration.

Henry Cox is a CFP® professional with Mercer Global Advisors Inc. based in Bountiful, UT. He has experience working at Mercer since 2022 and a background that includes roles at Essex Mortgage and teaching positions at University of Colorado Boulder, Virginia Tech, and Ponderosa High School. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of services such as portfolio management, financial planning, tax support, and estate-planning coordination.

Robert Catalino is a Series 65-licensed financial advisor at Mariner Wealth in New York, NY, with three years of industry experience. His career includes roles at Mariner Wealth Advisors since 2019 and prior work at Andersen (formerly Andersen Tax) from 2016 to 2018. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

Cory Doliner is a financial advisor with Mariner Wealth in New York, NY, holding a Series 65 designation and two years of industry experience. He previously worked at ITREK, Inc. for ten years before becoming self-employed for one year. Mariner Wealth is a large wealth management firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family office administration, combining in-house investment expertise with access to third-party managers and employing both active and passive strategies.

Mitchell Nguyen is a financial advisor at Mariner Wealth with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers investment management, financial planning, retirement consulting, tax services, and family-office style administration through a combination of in-house and third-party resources.

Michael Lear is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth. His prior roles include positions at Capital Group Private Client Services, Capital Bank & Trust Company, Alliance Bernstein, and Athena Capital Advisors. Mariner Wealth is a large, multi-advisor firm managing approximately $98.6 billion in assets and serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, and family office administration, utilizing both active and passive investment strategies through an internal investment team and third-party managers.

Anthony Azzano is a financial advisor at Mariner Wealth with one year of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott. Mariner Wealth is a large wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies.

Lawrence Rosa is a CFP® and Series 65 credentialed financial advisor with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2017 and previously at Chilton Trust Company. Based in New York, NY, he currently serves clients through Mariner Wealth. Mariner Wealth is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

Gregory Ebeyer is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth. He previously worked at TIAA-CREF and TIAA from 2013 to 2022. Mariner Wealth is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering a range of services including investment management, financial planning, retirement consulting, tax services, and family-office administration.

Jason Monteleone is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Mariner Wealth Advisors since 2010, including its New York office, and currently serves at the firm’s enterprise level. Mariner Wealth is a large wealth management firm with more than 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, tax services, and family-office style administration through a combination of in-house expertise and third-party resources.

Donato Moneta is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to joining Mariner Wealth, he held positions at CBIZ, Inc., Marks Paneth LLP, and multiple roles at Lebenthal Financial Services and Lebenthal Global Advisors. Mariner Wealth Advisors is a large wealth management firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm combines in-house investment expertise with access to third-party managers, offering a range of services including investment management, financial planning, tax services, and family-office style administration.

Arielle Lederman is a financial advisor at Mariner Wealth with a Series 65 designation and three years of industry experience. Prior to joining Mariner Wealth, she worked at Allen & Company and practiced law at Arnold & Porter and Katten Muchin Rosenman. She serves on the Junior Council Steering Committee of the American Museum of Natural History. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a comprehensive range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies.

Brian Pomarici is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Wealth Advisors in New York, where he has worked in various roles since 2018. Prior to his advisory career, he was employed at USA Payroll and Baratz & Associates, P.A., and he also has experience at the University of Delaware. Mariner Wealth is a large wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with third-party managers and offers a range of services including investment management, financial planning, tax services, and family-office style administration.

Katherine Kelly is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mariner Wealth. She has been with Mariner Wealth Advisors since 2004, including her current role since 2021. Mariner Wealth is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

Richard Rosenberg is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth. He has been with Mariner Wealth and its affiliated entities since 2003. Rosenberg also teaches an estate planning class as an adjunct professor at New York University’s Masters in Financial Planning program. Mariner Wealth is a large, multi-advisor wealth management firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs both active and passive investment strategies and offers a range of services including investment management, financial planning, tax services, and family office administration.

Morgan Nover is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner Wealth in New York, NY. He has worked at Mariner Wealth Advisors since 2021 and previously spent two years at Highland Financial Advisors. Outside of finance, he was involved with Sizzle Tans in 2017 and 2018. Mariner Wealth is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, institutions, and charitable organizations, offering a range of services including investment management, financial planning, tax services, and family office administration through a combination of in-house and third-party resources.

Matthew Melvin is a financial advisor at Mariner Wealth with two years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at ADP, Charles Schwab, Uber Eats, Investors Bancorp, and TD Bank. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations nationwide. The firm offers a range of services including investment management, financial planning, retirement consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies across multiple asset classes.

Bradford Peck is a financial advisor at Mariner Wealth with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Inc., Burnham Securities Inc., and Taurus Asset Management, LLC. He is based in New York, NY. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with access to third-party managers, offering a range of strategies and coordinated services including investment management, financial planning, tax services, and family-office style administration.

Christine Wentzler is a CFP® and CFA® with 13 years of experience in the financial advisory industry. She has been with Mariner Wealth Advisors since 2015, currently working in their New York office. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and combines in-house investment expertise with access to third-party managers, offering a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

Jesse Maltzman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior roles include positions at Bridgeway Wealth Partners, Aegis Capital Corp, and Fidelity Investments, where he worked from 2011 to 2019. Mariner Wealth Advisors is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension plans, trusts, charitable organizations, and corporations, offering a range of services including investment management, financial planning, retirement plan consulting, and family-office style administration.

Angel Colon is a CFP® professional with 18 years of industry experience, currently affiliated with Mariner Wealth Advisors since 2022. His prior experience includes roles at Mercer Global Advisors and TIAA-CREF. Mariner Wealth Advisors is a large, multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a range of services including investment management, financial planning, tax services, and family-office style administration, utilizing both active and passive investment strategies.

Michael McGinty is a financial advisor at Mariner Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mariner Wealth Advisors since 2014. Outside of his advisory role, he serves as Vice President of Sales and Marketing for The ELS Group, an insurance brokerage, and sits on the board of directors for TM4, a family-owned real estate business. Mariner Wealth is a large wealth management firm serving a wide range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services, combining in-house expertise with third-party managers and employing both active and passive strategies.

Gloria Shouldis is a Series 65-licensed financial advisor at Mariner Wealth with four years of industry experience. Prior to joining Mariner Wealth, she worked at PumpMan and spent over a decade at Flackman, Goodman, Potter, P.A./O'Connor Davies. Mariner Wealth is a national wealth management firm with more than 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a wide range of investment management, financial planning, retirement consulting, and tax services.

Hasan Chowdhury is a Series 65 licensed financial advisor with 10 years of industry experience, currently serving at Mariner Wealth Advisors in New York, NY. He has been with Mariner Wealth since 2005. Mariner Wealth is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

Alicia Fryc is a financial advisor at Mariner Wealth with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2017, following five years at Symmetry Partners, LLC. Mariner Wealth is a large wealth management firm serving individuals, institutions, and charitable organizations nationwide, with approximately $98.6 billion in assets under management. The firm offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family office administration, utilizing both active and passive investment strategies.

Matthew Moetzinger is a Series 65-licensed financial advisor with Mariner Wealth in New York, NY, where he has worked for 15 years. His entire advisory career has been with Mariner Wealth Advisors, spanning from 2011 to the present. Mariner Wealth is a large wealth management firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm combines in-house and third-party investment management, offering a range of services including financial planning, retirement plan consulting, tax services, and family office administration.

Christopher Ferrara is a financial advisor at Mariner Wealth with a Series 65 designation and four years of industry experience. He has worked at Mariner Wealth since 2016 and previously spent one year at IHS Markit. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers investment management, financial planning, retirement consulting, tax services, and family office administration through a combination of in-house and third-party investment resources.

David Bell is a financial advisor with Mariner Wealth in New York, NY, holding a Series 65 designation and three years of industry experience. He has been with Mariner Wealth Advisors since 2016, initially working under the MARINER WEALTH ADVISOR name before joining the broader firm platform. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

Steven Grossblatt is a financial advisor at Mariner Wealth with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has previously worked at Western International Securities, Burnham Securities, and Taurus Asset Management. He serves on the Investment Committee for The Leffell School. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of active and passive investment strategies supported by an in-house investment team and offers coordinated tax and family office services alongside retirement plan consulting and financial planning.

Richard Bader is a CFP® professional at Mariner Wealth with four years of industry experience. He previously worked at Janover for seven years before joining Mariner Wealth Advisors, where he has been since 2021. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and combines in-house investment management with access to third-party managers, offering a range of services including financial planning, retirement plan consulting, tax services, and family-office style administration.

Adam Kotz is a financial advisor at Mariner Wealth with 10 years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors and its New York affiliate since 2012. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines in-house investment expertise with access to third-party managers, offering a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

Thomas Ahern is a financial advisor with Mariner Wealth in New York, NY, holding a Series 65 designation and four years of industry experience. He has been with Mariner Wealth Advisors since 2016, including his current role since 2020. Prior to his advisory career, he worked at The Ocean Club from 2011 to 2016. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers investment management, financial planning, retirement plan consulting, tax services, and family office administration through a combination of in-house and third-party investment resources.

Michael Fields is a Series 65-licensed financial advisor with Mariner Wealth in New York, NY, bringing four years of industry experience. He has worked at Mariner Wealth since 2016 and previously at Cohnreznick, LLP. Mariner Wealth is a large wealth management firm serving a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of in-house and third-party investment strategies across various asset classes and offers integrated tax and family office services alongside traditional wealth management.

Rosario Ruffino is a CFP® professional with 14 years of experience in wealth management, currently with Mariner Wealth Advisors in New York, NY. He has been with Mariner Wealth and its predecessor entity since 2004. Mariner Wealth is a large, multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies.

Riley Roach is a financial advisor at Mariner Wealth in New York, NY, holding Series 65 and Series 66 licenses. He joined Mariner Wealth in 2025 and has prior experience at Duncan Newman Associates and Insight Global. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and provides investment management, financial planning, retirement plan consulting, tax services, and family-office style administration through a combination of in-house and third-party resources.

Connor Lacher is a CFP® professional with four years of experience in the financial industry. He has worked at Mariner Wealth Advisors since 2021 and previously held positions at Edelman Financial Engines, RemoteLink Solutions, and Woodstock's Pizza. Mariner Wealth is a large wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies across multiple asset classes.

Amanda Cuccinello is a Series 65-licensed financial advisor with Mariner Wealth in New York, NY, bringing four years of industry experience. She previously worked at Ernst & Young from 2016 to 2021 before joining Mariner Wealth in 2021. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and combines in-house investment expertise with access to third-party managers, offering a range of investment management, financial planning, tax services, and family-office style administration.

George Greco is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner Wealth in New York, NY. He has been with Mariner Wealth Advisors since 2010. Mariner Wealth is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management, serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies.

Christine Lovegrove is a CFP® and Series 65-licensed financial advisor with Mariner Wealth in New York, NY. She has four years of industry experience, all with Mariner Wealth Advisors, beginning in 2019 after completing her studies. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension plans, trusts, charitable organizations, and corporations nationwide. The firm employs a combination of active and passive investment strategies supported by an in-house investment team and offers comprehensive services including financial planning, tax services, and family-office style administration.