CALL US: 800-384-1756 Meet Our Teams, Committed to Helping You Navigate Your Financial Future From advisors to tax professionals, our teams are under one roof, here to get to know you and create a personalized wealth management strategy designed to change along with you. Find an Advisor Service Job Title Locations Marty Bicknell Chief Executive Officer & President 913-904-5700 Cheryl Bicknell, JD, LL.M. Chief Operating Officer & Chief Strategy Officer 913-904-5700 Jeff Poe Chief Financial Officer 913-904-5547 Katrina Radenberg, CFA Chief Investment Officer 913-647-9744 Jeff Krumpelman, CFA Chief Investment Strategist & Head of Equities Office: Cincinnati, Ohio 513-618-3062 William Greiner, CFA Chief Economist 913-653-9621 Keith Plywaczynski, CFP® National Managing Director, Wealth Consulting Office: Chicago, Illinois 872-216-9932 Brian O’Regan, AIF® Managing Director, Corporate Development 913-378-9957 Kevin Corbett Managing Director, Corporate Development 913-647-9721 Brian Leitner, CFP®, ChFC® Head of Mariner Platform Solutions 913-387-2747 Jason McElwee, AIF® Managing Director, Corporate Development 913-845-4572 Aisling Carroll Senior Vice President 646-847-7045 Chad Hamilton CFP®, CAP® Senior Vice President, Practice Management Group Patrick Housen, CFP® Regional Managing Director Offices: Manasquan, New Jersey + 2 more 732-223-5505 Tony Roberts, CFA Regional Managing Director Offices: Cincinnati, Ohio + 2 more 513-618-3064 Ryan Brown Regional Vice President & Senior Wealth Advisor Offices: Cincinnati, Ohio + 9 more 513-618-3047 Andrew Welzel Managing Director Office: Los Angeles, California 310-947-2627 Benjamin Jones, CFP®, AIF® Managing Director Office: Sarasota, Florida 941-365-3745 Christopher Housen, CPA, CFP® Managing Director Offices: Miami, Florida + 2 more 732-223-5505 Darin Gartland, CFP® Managing Director Office: Roseland, New Jersey 973-535-9577 Eddie Dulin Managing Director Office: Scottsdale, Arizona 480-569-6620 J. Scott Sims Managing Director & Senior Wealth Advisor Office: Cincinnati – West Chester 513-874-4440 Jake Kern Managing Director Office: Kansas City 913-647-9768 Jana Shoulders, CPA, AIF®, AEP® Managing Director Offices: Tulsa, Oklahoma + 1 more 918-991-6910 Jim Siemonsma Managing Director Offices: Omaha, Nebraska + 2 more 402-829-3651 John Combias, CFP® Managing Director & Senior Wealth Advisor Office: Chatham, New Jersey 973-665-7000 Kyle Quinn, CFP®, CLU Managing Director Offices: San Diego, California + 3 more 858-433-9009 Larry Sacks, CPA, PFS™ Managing Director Office: Nashville, Tennessee 615-673-7795 Marty Kossoff, CFP® Managing Director Office: Sarasota, Florida 941-365-3745 Michael Snowden, AIF® Managing Director & Senior Wealth Advisor Office: Ventura, California 805-652-6940 Pamela F. Thompson, CFA Managing Director Offices: Louisville, Kentucky + 2 more 502-236-2079 Patricia Kummer, CFP® Managing Director Office: Denver, Colorado 303-470-1209 Patrick Kimbrough, CFP®, EA Managing Director Offices: Dallas, Texas + 2 more 469-331-4901 Patrick Shaw, CFP®, CRPC® Managing Director Offices: Detroit, Michigan + 2 more 248-697-9782 Paul Cantor, CFA, CFP®, AIF® Managing Director Office: Sarasota, Florida 941-365-3745 Rich Coppa, CFP®, JD, LL.M. Managing Director Office: Roseland, New Jersey 973-535-9577 Richard Rosenberg, CPA, CFP®, CLU® Managing Director, Head of Tax & Insurance Office: New York City, New York 212-265-2320 Rob Crigler, CPA Managing Director Offices: Madison, New Jersey + 1 more 973-520-1899 Rob Thomas, CFA, CFP®, CFS Managing Director Office: State College, Pennsylvania 814-272-7475 Robert Lohman, CFP® Managing Director Office: Pittsburgh, Pennsylvania 412-531-6040 Rosario Ruffino, CPA, CFP®, CLU® Managing Director, Head of Tax & Insurance Office: New York City, New York 212-869-5906 Russ Charvonia, JD, ChFC®, CLU, CFP®, Esq. Managing Director & Senior Wealth Advisor Office: Ventura, California 805-652-6944 Suzanne Wheeler, CFP®, AIF®, CeFT® Managing Director Offices: Amarillo, Texas + 2 more 806-513-1118 Todd Hanslik, CFA Managing Director Office: Houston, Texas 713-344-9303 Leon Loewenstine, CPA Principal & Senior Wealth Advisor Office: Cincinnati, Ohio 513-618-3070 Valerie L. Newell, CPA* Principal & Senior Wealth Advisor Office: Cincinnati, Ohio 513-618-3040 Wes Martin, CFP® Principal & Senior Wealth Advisor Offices: New Albany, Indiana + 1 more 812-542-1018 Adam Kotz, CPA Director & Senior Wealth Advisor Office: New York City, New York 212-600-2262 Alan F. Skrainka, CFA Director, Manager Research 913-647-0648 Alise Kraus, CFP® Director & Senior Wealth Advisor Offices: San Francisco – North Bay + 1 more 925-208-4379 Anna Barton, RICP®, BFA™ Director & Senior Wealth Advisor Office: Cincinnati – West Chester (513) 874-4440 Anna Jones, CFP® Director & Senior Wealth Advisor Office: Houston, Texas 713-344-9305 Betsy Dow, CPA Director & Senior Wealth Advisor Office: St. Louis, Missouri 314-227-2455 Bill Murski Director & Senior Wealth Advisor Office: Houston, Texas 713-292-2303 Carl Watkins, CFP®, CDFA®, AIF® Director & Senior Wealth Advisor Office: Sarasota, Florida 941-365-3745 Christopher Koehler, EA Director & Senior Wealth Advisor Office: New York City, New York 646-378-4518 Cramer Soebbing, CFP®, ChFC® Director & Senior Wealth Advisor Office: Chicago, Illinois 872-216-9947 Dana Weinstein, JD, LL.M., CPA Director & Senior Wealth Advisor Office: Houston, Texas 713-344-9304 David Goldberg, CFP® Director & Senior Wealth Advisor Office: Nashville, Tennessee 615-673-7795 Debra Light Director & Senior Wealth Advisor Office: St. Louis, Missouri 314-227-2466 Faith Read Xenos, CFP® Director & Senior Wealth Advisor Office: Miami, Florida 305-443-0060 Jay Schechter, JD, CFP® Director & Senior Wealth Advisor Office: Miami, Florida 305-443-0060 Jeff Swantkowski, JD Director & Senior Wealth Advisor Office: Houston, Texas 713-344-9302 Jeffrey Couch, CPA, CFP®, AIF Director & Senior Wealth Advisor Offices: Tulsa, Oklahoma + 1 more 918-991-6908 Jesse Szlaga, CFP® Director & Senior Wealth Advisor Offices: Chicago, Illinois + 1 more 872-216-9957 Justin McCarthy, CFP®, EA Director & Senior Wealth Advisor Office: New York City, New York 212-994-8699 Kevin Taylor, JD, LL.M. Director & Senior Wealth Advisor Office: Orlando, Florida 913-387-1775 Luke Nicholas, CFA, CFP® Director & Senior Wealth Advisor Office: Sarasota, Florida 941-365-3745 Marc Singer, CFP® Director & Senior Wealth Advisor Office: Miami, Florida 305-443-0060 Mike McAndrews, CFP® Director & Senior Wealth Advisor Office: Tulsa, Oklahoma 918-991-6919 Mindy McLaughlin, CFP® Director & Senior Wealth Advisor Office: Cincinnati, Ohio 513-618-3056 Neil Sosler, CFP® Director & Senior Wealth Advisor Office: Miami, Florida 305-443-0060 Patrick Howley III, CFP® Director & Senior Wealth Advisor Office: St. Louis, Missouri 314-227-2454 Patrick Richter, CFP® Director & Senior Wealth Advisor Office: Cincinnati, Ohio 513-618-3033 Paul Dorsey, CFA Director & Senior Wealth Advisor Office: Wilmington, Delaware 302-765-2626 Rachel Kowalczyk, CFP® Director & Senior Wealth Advisor Offices: Chicago, Illinois + 2 more 630-300-3582 Ron Beyer, CFA Director & Senior Wealth Advisor Office: State College, Pennsylvania 814-238-2872 Ryan Eatherly, CFP® Director & Senior Wealth Advisor Offices: Seattle, Washington + 2 more 425-230-2658 Steven Sheldon, CFA, CFP® Director & Senior Wealth Advisor Office: Houston, Texas 713-623-1534 Trey Cooper, CFP®, AIF® Director & Senior Wealth Advisor Offices: Tulsa, Oklahoma + 1 more 918-991-6912 Brad Rollins, CFA Vice President, Investments 918-991-6904 Brett Kunshek, CFA Head of Options 913-647-9708 Rob Woodard, CFA, CAIA®, CLU®, ChFC®, CFP® Managing Director, Institutional Relationships 913-732-1721 Sandy Pourcillie, CFA Head of Fixed Income 314-227-3276 Ken Powell, CFA Senior Portfolio Manager, Equities 913-535-4169 Aaron Dues, CFP® Senior Wealth Advisor Office: Los Angeles, California 424-250-8050 Aaron Fulton, CFP® Senior Wealth Advisor Office: Minneapolis, Minnesota 763-237-8161 Adam Lodge, CFP® Senior Wealth Advisor Office: Tulsa, Oklahoma 918-991-6903 Alexander Blanco, CFP® Senior Wealth Advisor Office: Fairfield, Connecticut 203-341-3543 Alisa Roth Senior Wealth Advisor Office: Kansas City 913-647-9756 Amanda Wilson, CFP® Senior Wealth Advisor Office: Seattle, Washington 425-230-2659 Andreas Scott, CFP® Senior Wealth Advisor Office: Minneapolis, Minnesota 651-888-8893 Andy Garrison, CFP®, CSRIC™, CRPC®, BFA™ Senior Wealth Advisor Offices: Chicago, Illinois + 1 more 913-387-2756 Bill Burnette Senior Wealth Advisor Office: Pittsburgh, Pennsylvania 412-531-6040 Bob Housen, CFP®, CLU® Senior Wealth Advisor Office: Manasquan, New Jersey 732-223-5505 Bob Lee, CFP®, CTFA Senior Wealth Advisor Office: Denver, Colorado 303-470-1209 Brad Morgan, CFP® Senior Wealth Advisor Office: Cincinnati, Ohio 513-618-3063 Brandon Phillips, CFP® Senior Wealth Advisor Office: Indianapolis, Indiana 317-559-0949 Breanna Seech, CFP®, CPWA®, CRPC® Senior Wealth Advisor Office: Grand Rapids, Michigan 248-377-8761 Brian Heithoff, CFP®, CSRIC™ Senior Wealth Advisor Office: Kansas City 913-378-1334 Cara Miller, CFP® Senior Wealth Advisor Offices: Rapid City, South Dakota + 1 more (605) 782-9296 Casey Hauser Senior Wealth Advisor Office: State College, Pennsylvania 913-378-9969 Charles Fowler, CFA, CFP®, CAIA Senior Wealth Advisor Offices: San Diego, California + 2 more 858-433-9012 Chris Schuch, CFP® Senior Wealth Advisor Offices: Manasquan, New Jersey + 1 more 267-331-4647 Christina Horan, CFP®, AIF® Senior Wealth Advisor Office: Nashville, Tennessee 765-532-1891 Christine Wentzler, CFP®, CFA Senior Wealth Advisor Offices: Manasquan, New Jersey + 1 more 646-847-7043 Christopher Lukas, CPA, CFP® Senior Wealth Advisor Office: Manasquan, New Jersey 732-223-5505 Christopher Sosa, CFP®, AEP® Senior Wealth Advisor Office: Scarsdale, New York 646-847-7049 Cory Allen, CFP®, ChSNC® Senior Wealth Advisor Office: Manasquan, New Jersey 973-520-1866 Dan Borchard, CFP®, AIF Senior Wealth Advisor Office: Milwaukee, Wisconsin 262-510-9277 Dan Kronmal Senior Wealth Advisor Office: Seattle, Washington 425-230-2657 Dan Tucker, CFP® Senior Wealth Advisor Office: Omaha, Nebraska 402-829-5580 David Hill, CFP® Senior Wealth Advisor Offices: Madison, New Jersey + 1 more 973-520-1874 David Martin, CFP®, CRPC® Senior Wealth Advisor Office: Denver, Colorado 303-470-1209 David Sparks, CFP® Senior Wealth Advisor Office: Cincinnati, Ohio Deborah McWilliams, CFP®, CIMA®, CRPC®, ChSNC® Senior Wealth Advisor Office: Charlotte, North Carolina 980-500-8362 Debra Sherman, CTFA Senior Wealth Advisor Office: Harrisburg, Pennsylvania 717-553-0838 Douglas Barker, CFP®, AIF® Senior Wealth Advisor Office: Denver, Colorado 303-470-1012 Douglas Timmerman, CFP®, CExP™ Senior Wealth Advisor Office: Sarasota, Florida 858-381-3440 Ed Meekins Senior Wealth Advisor Office: Omaha, Nebraska 402-829-3661 Eric Haberkorn, CFP® Senior Wealth Advisor Office: Denver, Colorado 303-470-1209 Geoffrey Glazier, CFP®, AIF®, BFA™ Senior Wealth Advisor Office: Cincinnati – West Chester (513) 874-4440 George Greco, CFP® Senior Wealth Advisor Office: New York City, New York 212-994-8860 George Steiner Senior Wealth Advisor Office: Manasquan, New Jersey 732-223-5505 Graham Butler, CFP® Senior Wealth Advisor Office: Atlanta, Georgia 470-575-0221 Haris Kopic, CFP® Senior Wealth Advisor Office: Minneapolis, Minnesota 651-256-7394 Hasan Chowdhury Senior Wealth Advisor Office: New York City, New York 212-994-8696 Jacob Goddard, CFP® Senior Wealth Advisor Office: Portland, Oregon (503) 334-3647 Jason Craine, CFP®, AWMA®, AAMS® Senior Wealth Advisor Office: Wichita, Kansas 316-867-3691 Jason Lipsett, CFA, CPWA® Senior Wealth Advisor Office: Dallas, Texas 469-974-6984 Jason Monteleone, CFP® Senior Wealth Advisor Office: New York City, New York 212-994-8855 Jeff Bittner, CFP® Senior Wealth Advisor Offices: Detroit, Michigan + 1 more 248-697-9785 Jeff Maher Senior Wealth Advisor Office: Kansas City 913-378-9984 Jenika Cook, CPA, CFP®, CIMA® Senior Wealth Advisor Office: Kansas City 913-647-9758 Jeremy Welther, CFP® Senior Wealth Advisor Offices: Madison, New Jersey + 1 more 973-520-1869 Jessica Reuss, CFA, CFP® Senior Wealth Advisor Office: Orlando, Florida 913-378-0398 Jim Karchner, CFP®, CPA/PFS™ Senior Wealth Advisor Office: State College, Pennsylvania 814-571-5556 Joe Gamblin Senior Wealth Advisor Office: Omaha, Nebraska 402-829-3652 Joe Hendrix, CFP®, CPA Senior Wealth Advisor Offices: Oklahoma City, Oklahoma + 1 more 405-353-1550 Joe Strauss, CFA Senior Wealth Advisor Office: San Francisco – North Bay 415-927-0722 Jon Bresnen, CFA Senior Wealth Advisor Office: Cincinnati, Ohio 513-618-3048 Jonathan Lohman Senior Wealth Advisor Office: Pittsburgh, Pennsylvania 412-531-6040 Justin Richter, CFA, CFP® Senior Wealth Advisor Office: Kansas City 913-647-9706 Kate Kelly, CFP® Senior Wealth Advisor Office: New York City, New York 212-869-5909 Keith Dowling, CFP® Senior Wealth Advisor Offices: Madison, New Jersey + 1 more 973-520-1889 Keith Hamberg, CFP® Senior Wealth Advisor Office: Cincinnati, Ohio 513-618-3049 Kelly Trevethan Senior Wealth Advisor Office: San Francisco – East Bay 415-528-7299 Ken Hodges, CFP®, EA Senior Wealth Advisor Office: Dallas, Texas 469-331-4903 Ken Paglio, CPA Senior Wealth Advisor Office: New York City, New York 212-994-8698 Kirk Boster, CFP® Senior Wealth Advisor Office: Kansas City 913-387-2780 Kristin Fishbaugh, CFA Senior Wealth Advisor Office: Cincinnati, Ohio 513-618-3035 Kyle Taylor Senior Wealth Advisor Office: Orlando, Florida 913-387-1775 Larry Knowles, CPA, CFP® Senior Wealth Advisor Office: Houston, Texas 713-344-9307 Larry McCulla, CFP® Senior Wealth Advisor Office: San Diego, California 858-433-9008 Lee Feinerer, CFA, CPA Senior Wealth Advisor Office: Cincinnati, Ohio 513-619-7496 Lindsey McCool, CFP®, AEP® Senior Wealth Advisor Office: Tulsa, Oklahoma 918-991-6922 Lisa Brinig, CFP® Senior Wealth Advisor Office: San Diego, California 858-433-9017 Lisa Fentress, CFP®, AAMS® Senior Wealth Advisor Office: West Palm Beach, Florida 561-373-0597 Lonny Greenberg, CFP® Senior Wealth Advisor Office: Miami, Florida 305-443-0060 Louis Lopez, CFP®, EA Senior Wealth Advisor Offices: San Diego, California + 1 more 858-433-9002 Mark Dickamore Senior Wealth Advisor Office: Salt Lake City, Utah (385) 722-4906 Mark Vlasic, CFP® Senior Wealth Advisor Office: Kansas City 913-378-9151 Matt Rice, CFP®, CRPS® Senior Wealth Advisor Office: Indianapolis, Indiana 317-559-0955 Matthew Brady, CFP®, RICP® Senior Wealth Advisor Office: Kansas City 913-387-2766 Matthew Fisher, CFP®, AIF®, AWMA® Senior Wealth Advisor Office: St. Louis, Missouri 314-227-2457 Matthew Moetzinger, JD, LL.M. Senior Wealth Advisor Office: New York City, New York 212-600-2260 Megan Brozowski, CFP®, CDFA Senior Wealth Advisor Office: Madison, New Jersey 973-520-1872 Meredith Jamail Rice, CFP® Senior Wealth Advisor Office: Houston, Texas 713-344-9308 Michael Contant Senior Wealth Advisor Office: Houston, Texas 713-344-9313 Michael Doman Senior Wealth Advisor Office: Pittsburgh, Pennsylvania 412-531-6040 Michael Horne, CFP® Senior Wealth Advisor Offices: Boston, Massachusetts + 1 more 857-347-5898 Michael J. Bukata, CIMA®, CRPC® Senior Wealth Advisor Offices: Scottsdale, Arizona + 1 more 480-527-0197 Michael O’Neill, CPA/PFS™, CLU®, ChFC Senior Wealth Advisor Office: Kansas City 913-387-2770 Michael Tallon, CFP® Senior Wealth Advisor Office: San Diego, California 858-433-9005 Michelle Cross, CFP®, CPA, CDFA®, AIF® Senior Wealth Advisor Office: Sarasota, Florida 941-365-3745 Mike Guerrero, CFP® Senior Wealth Advisor Offices: San Diego, California + 1 more 858-433-9015 Natalie Haggard, CFP® Senior Wealth Advisor Office: Tulsa, Oklahoma 918-991-6901 Nathan Dorn, CFP® Senior Wealth Advisor Office: San Diego, California 858-433-9019 Nicholas Raffetto, CFP®, CTFA Senior Wealth Advisor Office: Manasquan, New Jersey 732-223-5505 Nick Sutherland, CFP®, CPWA® Senior Wealth Advisor Offices: Detroit, Michigan + 1 more 248-377-8285 Nolan Kamerer, CFP® Senior Wealth Advisor Offices: Cincinnati, Ohio + 1 more 513-618-3059 Paul Conforti, CFP®, AIF Senior Wealth Advisor Office: Manasquan, New Jersey 732-223-5505 Paula Degener, CFP® Senior Wealth Advisor Office: Denver, Colorado 303-470-1209 Peter Moeschler Senior Wealth Advisor Office: Rochester, Minnesota 507-923-5667 Randy Hillier, AWMA®, CRPC® Senior Wealth Advisor Office: Pittsburgh, Pennsylvania 412-531-6040 Rebecca Crandall, CFP®, EA Senior Wealth Advisor Office: San Francisco – North Bay 415-927-0722 Reed Davis, CFP® Senior Wealth Advisor Office: Scottsdale, Arizona 480-569-6617 Robert (Bo) Dewell Anderson III, CFP® Senior Wealth Advisor Office: Des Moines, Iowa 515-446-2537 Robert Basile, CFP®, CPWA® Senior Wealth Advisor Office: Chicago, Illinois 630-300-3587 Robert DiQuollo, CPA, PFS™ Senior Wealth Advisor Office: Madison, New Jersey 973-520-1865 Robert Horton, CFP® Senior Wealth Advisor Office: St. Louis, Missouri 314-227-2462 Robert Neigert, JD, LL.M. Senior Wealth Advisor Office: Austin, Texas 512-721-4863 Russ Pixler, CFP®, MPAS®, CEPA®, AEP® Senior Wealth Advisor Office: Sioux Falls, South Dakota 605-271-6627 Rusty Gallagher, CFP®, CPWA® Senior Wealth Advisor Office: Kansas City 913-647-9729 Sanja Milas Hardy Senior Wealth Advisor Office: Kansas City 913-387-2776 Scott Guetz, CFP® Senior Wealth Advisor Offices: Scottsdale, Arizona + 1 more 480-569-6621 Sean Meagher, CFP® Senior Wealth Advisor Office: St. Louis, Missouri 314-227-2460 Shea Mears, CPA, CFP® Senior Wealth Advisor Office: Des Moines, Iowa 515-204-2879 Sonia Morales, CFP® Senior Wealth Advisor Office: Madison, New Jersey 973-520-1875 Stefanie Yeager Senior Wealth Advisor Office: State College, Pennsylvania 913-904-5740 Stephanie Manning, CFP®, CIMA® Senior Wealth Advisor Office: Kansas City 913-647-9772 Steve Christensen, CFP®, CTFA Senior Wealth Advisor Office: Detroit, Michigan 248-939-8490 Sydney Motes, CPA, CFP® Senior Wealth Advisor Office: Houston, Texas 713-292-2304 Tami Humphries Senior Wealth Advisor Office: Eugene, Oregon 541-897-8039 Ted Cardasis, CFP® Senior Wealth Advisor Office: West Palm Beach, Florida 844-281-2803 Theresa Hultz Senior Wealth Advisor Office: Kansas City 913-647-9774 Tobias Bond, CFP® Senior Wealth Advisor Offices: Chicago, Illinois + 2 more 872-529-8900 Trey Barnes, CFP® Senior Wealth Advisor Office: Kansas City 913-387-2734 Valbona Ceci, CFP® Senior Wealth Advisor Office: Chicago, Illinois 872-529-8911 Valerie Escobar, CFP® Senior Wealth Advisor Office: Kansas City 913-647-9764 Vanessa I. Jourdan, CPA Senior Wealth Advisor Office: San Antonio, Texas 469-596-6984 Will Geisdorf, CMT Senior Research Analyst & Wealth Advisor Office: Sarasota, Florida 941-365-3745 William Mass Senior Wealth Advisor Office: New York City, New York 212-994-8856 Adam Hasty, CFP® Wealth Advisor Office: Kansas City 913-647-9748 Alana Scott, CFP® Wealth Advisor Office: Kansas City 913-387-2730 Alejandro Zayas, CFP® Wealth Advisor Office: Miami, Florida 305-443-0060 Amy Gordon Wealth Advisor Office: Tulsa, Oklahoma 918-991-6928 Amy Zinniel, CPA, CFP® Wealth Advisor Office: Minneapolis, Minnesota 651-256-7418 Andrew Granado Wealth Advisor Office: Amarillo, Texas 806-513-1123 Andrew Kulha, CFP®, JD Wealth Advisor Office: Houston, Texas 713-344-9314 Ashley Renelt, CFP®, CRPC® Wealth Advisor Office: Sioux Falls, South Dakota 605-271-6627 Ben Agron, CFP®, CRPC® Wealth Advisor Office: San Francisco – East Bay 925-553-4925 Benson Lee Wealth Advisor Office: Wilmington, Delaware (302) 509-5888 Brett Guendel, CFP® Wealth Advisor Office: Chicago, Illinois 872-804-1892 Brett Wysopal, CFP® Wealth Advisor Office: Chicago, Illinois 872-243-2476 Briana Struemph, CFP® Wealth Advisor Office: Kansas City 913-647-9712 Brodie Hinkle, CFP® Senior Wealth Advisor Office: Tulsa, Oklahoma 918-991-6905 Bryce Webber, AAMS®️ Wealth Advisor Office: Scottsdale, Arizona 480-569-6618 C.J. Badart Senior Client Advisor Office: Pittsburg, Kansas 620-240-1801 Carol Daganaar Wealth Advisor Office: Omaha, Nebraska 402-691-0422 Charles Salvo, CFA Wealth Advisor Offices: Manasquan, New Jersey + 1 more 732-223-5505 Corey Lehan, CFP® Wealth Advisor Office: Cincinnati, Ohio 513-824-6664 Cupp Nguyen, CFP ®, AEP ®, CTFA Wealth Advisor Office: Sarasota, Florida 941-365-3745 Dahlia Goldberg, CFP® Wealth Advisor Office: Dallas, Texas 469-974-6980 Dana DeLance, CFP® Wealth Advisor Office: Chicago, Illinois 872-529-8915 Daniel Kenealy, CFP® Wealth Advisor Office: Chicago, Illinois 872-529-8912 Daniel Ruiz, CFP®, IAR Wealth Advisor Office: Seattle, Washington 425-230-2656 DeAnn Morgan, CPA, CFP® Certified Public Accountant Office: Rapid City, South Dakota 605-385-0402 Donna Sabatino, CFP® Wealth Advisor Office: Roseland, New Jersey 973-535-9577 Douglas Carroll, CFP® Wealth Advisor Office: Houston, Texas 832-271-6672 Eduardo Gonzalez, CFP® Wealth Advisor Office: Miami, Florida 305-697-9761 Erin Bonucchi, CFP® Wealth Advisor Office: Chicago, Illinois 872-243-2472 Eron Reyes, CFA, CFP® Wealth Advisor Offices: San Diego, California + 1 more 858-433-9018 Ethan Cordray Wealth Advisor Office: Tulsa, Oklahoma 918-991-6913 Gabrielle G. Doss, CFP®, JD, LL.M. Wealth Advisor Office: San Diego, California 858-352-7853 Gloria Shouldis, CPA Wealth Advisor Office: New York City, New York 646-378-4510 Grant Ford, CFP® Wealth Advisor Offices: Cincinnati, Ohio + 1 more 513-824-6662 Grant Fuller, CFP® Wealth Advisor Offices: New Albany, Indiana + 1 more 502-236-2071 Jamie Weems, CFP®, CTFA Wealth Advisor Office: Kansas City 913-387-2746 Janet Critchley, CFP®, CPA Wealth Advisor Office: Madison, New Jersey 973-520-1883 Jared Barkmeier, CFP® Wealth Advisor Offices: Denver, Colorado + 1 more 605-705-4017 Javier Iglesias, CFP®, ChFC®, RICP® Wealth Advisor Office: St. Louis, Missouri 314-227-2471 Jayne Witte, CFP® Wealth Advisor Office: Chicago, Illinois 872-529-8913 Jeff Ogston, CFP® Wealth Advisor Office: San Francisco – North Bay 913-336-1470 Jeff Rainwater, CFP® Wealth Advisor Office: St. Louis, Missouri 314-227-2467 Jennifer Potmesil, CRPC® Wealth Advisor Office: Omaha, Nebraska 402-829-5613 Jeremiah Griffith, CFP® Wealth Advisor Office: San Francisco – North Bay 415-927-0722 Jesse Maggio, CFP® Wealth Advisor Office: Denver, Colorado 303-470-1209 Jessica Cafferata, JD, CFP®, CDFA® Wealth Advisor Office: Dallas, Texas 469-596-6642 John Lee, CFP® Wealth Advisor Office: San Francisco – East Bay 925-553-4895 Justin Richardson Client Advisor Office: Kansas City 913-904-5461 Kathy Waterman, CFP® Wealth Advisor Office: Omaha, Nebraska 402-829-3655 Kelli Pluta, CFP® Wealth Advisor Office: Houston, Texas 713-292-2305 Kelly Correll, CIMA®, CFP® Wealth Advisor Office: Scottsdale, Arizona 480-569-6616 Kristen Canterbury, CPA Wealth Advisor Office: Amarillo, Texas 806-513-1127 Kristina Vorndran, CFP®, CRPC® Wealth Advisor Office: Sarasota, Florida 941-365-3745 Larry Rosa, CFP®, CPA, JD Wealth Advisor Office: New York City, New York 646-378-4505 Laura Hall, CIMA®, AIF® Wealth Advisor Office: Amarillo, Texas 806-513-1130 Lauren Maher, CFP® Wealth Advisor Office: St. Louis, Missouri 314-227-2469 Leigh Higgins, CPA Wealth Advisor Office: Oklahoma City, Oklahoma 405-353-1557 Leigh Russo, CFP® Wealth Advisor Office: Chatham, New Jersey 973-701-6163 Leona Edwards, CFP® Wealth Advisor Office: Nashville, Tennessee 615-673-7795 Manida Alarcon Wealth Advisor Office: New York City, New York 212-608-0958 Marguerite Armitage, CFP® Wealth Advisor Office: Kansas City 913-387-2795 Marisa Mozer, CFP® Wealth Advisor Office: Madison, New Jersey 973-520-1862 Matthew Charles, CFP® Wealth Advisor Office: Kansas City 913-378-1755 Matthew Logue, CFP®, CFA Wealth Advisor Offices: Chicago, Illinois + 1 more 872-529-8909 Megan Tanney, CFP® Wealth Advisor Office: Kansas City 913-647-9740 Michael Chase, CFP® Wealth Advisor Offices: Chicago, Illinois + 1 more 872-529-8903 Michael Fields, CPA Wealth Advisor Office: New York City, New York 646-378-4503 Michael Gosney, CFP® Wealth Advisor Offices: New Albany, Indiana + 1 more 812-542-1018 Michele Prell Wealth Advisor Office: Omaha, Nebraska 402-829-3654 Michelle Freres, CFP® Wealth Advisor Office: Denver, Colorado 303-470-1209 Michelle Straumanis Wealth Advisor Office: Des Moines, Iowa 402-829-3664 Muhammad Karim, CPA Wealth Advisor Office: New York City, New York 212-265-2326 Nate Kunkel, CFP® Wealth Advisor Office: Cincinnati, Ohio 513-619-7487 Nina Girod Wealth Advisor Office: Tulsa, Oklahoma 918-986-7712 Patrick Pryz Wealth Advisor Office: Manasquan, New Jersey 913-378-0396 Peter Scott, CTFA, AIF®, AEP® Wealth Advisor Office: Sioux Falls, South Dakota 605-271-6627 Rachel Seiler, CFP® Wealth Advisor Office: Chicago, Illinois 630-300-3594 Samuel Curran, CFP® Wealth Advisor Office: Cincinnati, Ohio 513-824-6665 Sherri Lynn Hazell, ChFC® Wealth Advisor Office: Kansas City 913-647-9738 Stephen I. Lee, CFP® Wealth Advisor Office: Los Angeles, California 424-250-8322 Stephen Muto, CFP® Wealth Advisor Office: Chicago, Illinois 872-243-2471 Tammy Pioch Wealth Advisor Office: San Francisco – North Bay 415-927-0722 Tanner Combias, CPA Wealth Advisor Office: Chatham, New Jersey 973-665-7010 Teresa Gerhardt, CTFA, CFP® Wealth Advisor Office: Detroit, Michigan 248-697-9784 Todd Hall, CFP®, AEP®, CAP®, CEPA® Wealth Advisor Office: Atlanta, Georgia 470-704-5576 Tom Kozney Wealth Advisor Office: Omaha, Nebraska 402-829-3668 Tracy Farmer, CFP® Wealth Advisor Office: Chicago, Illinois 872-529-8910 Tyler Baker, CFP® Wealth Advisor Office: Houston, Texas 713-344-9312 Will Traylor, CFP® Wealth Advisor Office: Chicago, Illinois 872-243-2480 Zach Oyer, CPA Wealth Advisor Office: Chatham, New Jersey 973-635-3929 Adrian Huerta, CFP® Associate Wealth Advisor Office: New York City, New York 646-786-8156 Afton Yaeger, CFP® Wealth Advisor Offices: New Albany, Indiana + 1 more 812-542-1018 Alma Pajova Associate Wealth Advisor Office: Chicago, Illinois 630-300-3593 Amanda Salemi, AAMS® Associate Wealth Advisor Office: Manasquan, New Jersey 732-223-5505 Brian North Associate Wealth Advisor Office: Austin, Texas 913-336-1464 Cary Rothman Wealth Advisor Office: New York City, New York 212-600-2263 Cathy Milligan Associate Wealth Advisor Office: Ventura, California 805-652-6944 Clinton Imes Associate Wealth Advisor Office: State College, Pennsylvania 814-826-0050 Connor Lacher, CFP®, CRPC® Associate Wealth Advisor Offices: New York City, New York + 1 more 646-847-7049 Corey Speck Associate Wealth Advisor Office: Chicago, Illinois 872-529-8906 Courtney Holub Associate Wealth Advisor Office: Minneapolis, Minnesota 651-369-9329 Dan Saladino Associate Wealth Advisor Office: Chicago, Illinois 872-529-8914 Darrell Habben Jr. Wealth Advisor Office: Oklahoma City, Oklahoma 405-456-0125 Dylan Lustig, CFP® Associate Wealth Advisor Office: Chicago, Illinois 872-243-2479 Eduardo Ramirez, CFP® Associate Wealth Advisor Office: San Diego, California 858-433-9013 Giovanni Valle, CFP® Associate Wealth Advisor Office: Madison, New Jersey (973) 295-4670 Gwen Orr Associate Wealth Advisor Office: Chicago, Illinois 872-243-2478 Hunter Cloud, CPA, CFP® Associate Wealth Advisor Office: Cincinnati, Ohio 513-924-3332 Jacob Jones Associate Wealth Advisor Office: Dallas, Texas 816-665-3557 Janelle McCreary, CFP® Associate Wealth Advisor Office: Denver, Colorado 913-336-1486 Jennifer Berger, CPA Associate Wealth Advisor Office: Dallas, Texas 314-330-2108 Jeremy Moniz Associate Wealth Advisor Office: San Francisco – East Bay 913-378-0402 Joe Coletta, CFP®, APMA® Associate Wealth Advisor Office: Kansas City 913-387-2773 John Dumas Associate Wealth Advisor Office: Oklahoma City, Oklahoma 405-353-1558 Jonel Tomines, CFP® Associate Wealth Advisor Office: Los Angeles, California 909-570-7645 Kayla Hoppe, CFP® Associate Wealth Advisor Office: St. Louis, Missouri 314-227-2470 Kenneth Ajello, CFP® Associate Wealth Advisor Office: Atlanta, Georgia 470-575-0224 Liz Harding Associate Wealth Advisor Office: Kansas City 913-378-1331 Matthew Bitter Associate Wealth Advisor Offices: Cincinnati, Ohio + 1 more 513-619-7493 Mitch Carnes Associate Wealth Advisor Office: Indianapolis, Indiana 317-559-0954 Morgan Seale Associate Wealth Advisor Office: Dallas, Texas 469-974-6981 Niharika Awasthi, CFP® Associate Wealth Advisor Office: Madison, New Jersey 973-295-4682 Noel Vonuelos Associate Wealth Advisor Office: Dallas, Texas 469-331-4900 Ripan Paul, CPA Associate Wealth Advisor Office: New York City, New York 212-994-8859 Ross Menke, CFP®, CEPA®, AWMA® Wealth Advisor Office: Sioux Falls, South Dakota 605-271-6627 Susan Cheshier, FPQP™ Associate Wealth Advisor Office: Minneapolis, Minnesota 651-256-3221 Tanner Sprouse Associate Wealth Advisor Office: Omaha, Nebraska 402-829-5487 Zach Housen Associate Wealth Advisor Office: Manasquan, New Jersey 732-223-5505 Aaron Timmons, CIMA® Senior Wealth Consultant Offices: Kansas City + 6 more 913-904-5544 Alicia Fryc Senior Wealth Consultant Office: New York City, New York 646-378-4507 Ben Coffaro Senior Wealth Consultant Offices: Cincinnati, Ohio + 3 more 513-618-3065 Bruce Kusmin Co-Founder Office: Kansas City 913-647-9790 Gwyn Felder Senior Wealth Consultant Offices: Dallas, Texas + 4 more 469-331-4902 Jennifer Becker, CEPA Senior Wealth Consultant Offices: Madison, New Jersey + 2 more 973-520-1882 Joseph Ida Senior Wealth Consultant Offices: Scottsdale, Arizona + 1 more 480-569-6622 Julie Smith, CPA Senior Wealth Consultant Office: Tulsa, Oklahoma 918-991-6924 Katie Dunn Fitzgerald Principal & Senior Wealth Consultant Office: Kansas City 913-387-2736 Kevin Ward Senior Wealth Consultant Office: Kansas City 913-428-3729 Lindsey Serrano, JD Senior Wealth Consultant Office: Kansas City 913-378-1503 Matthew Hanson Senior Wealth Consultant Offices: Los Angeles, California + 3 more 424-250-8350 Michael McGinty Senior Wealth Consultant Offices: New York City, New York + 2 more 646-378-4515 Timothy Gerard Senior Wealth Consultant Office: Cincinnati, Ohio 513-569-2952 Todd McConnell Senior Wealth Consultant Office: Madison, New Jersey 973-295-4671 Tony Chartrey, AIF® Senior Wealth Consultant Offices: Seattle, Washington + 1 more 206-620-2606 Jennifer Murawski Wealth Consultant Office: Kansas City 913-378-9142 Joe Madsen Wealth Consultant Office: Charlotte, North Carolina 913-378-1754 Brittany Williams Senior Wealth Consultant Offices: Chicago, Illinois + 1 more 872-243-2481 Aaron Clark, CFA, CPA Managing Director, Institutional Cash Management Office: Scottsdale, Arizona 918-640-5892 Randy Boatman Managing Director, Institutional Cash Management Office: Kansas City 913-359-5791 Ed Simms, CLU®, ChFC® Vice President, Insurance Solutions Office: Kansas City 913-387-2726 Jerry Clark Senior Insurance Solutions Consultant Office: Kansas City 913-387-2725 Jadin Winberg, JD, LL.M. Vice President, Estate Planning & Trust Services Office: Kansas City 913-378-9986 Tyler Manson, JD Director & Senior Trust Officer Office: Kansas City 913-643-4159 David Stofer, ChFC®, CLU® Managing Director & Senior Retirement Plan Advisor, Retirement Plan Solutions Office: Kansas City 913-378-9144 Dawn McPherson, QPFC, CBFA Director, Retirement Plan Solutions Office: Kansas City 913-378-9149 Anthony Bruns, CFP®, AIF® Senior Retirement Plan Advisor Office: Cincinnati – West Chester (513) 874-4440 Eric Bokesch, AIF®, CRPS® Senior Retirement Plan Advisor Office: Cincinnati – West Chester 513-874-4440 James Tinsley, QKA, QPFC Senior Retirement Plan Advisor Office: Kansas City 913-378-9159 Mark Nothnagel, QPFC Senior Retirement Plan Advisor Office: Kansas City 913-378-9145 Thomas Hardy, AIF®, CRPS® Senior Retirement Plan Advisor Office: Tulsa, Oklahoma 918-388-9167 Tim Duncan, AIF® Senior Retirement Plan Advisor Office: Kansas City 913-378-9146 Angie Rosson, QPFC Senior Retirement Plan Consultant Office: Kansas City 913-378-9148 Ann Margaret Donnelly Senior Retirement Plan Advisor Office: Denver, Colorado 913-378-1890 Tami Chavez Ledger, CHSA, CPFA Senior Retirement Plan Consultant Office: Omaha, Nebraska 402-829-5462 Kate Clark Retirement Plan Consultant Office: Kansas City 913-378-1771 Patrick Sullivan, CPFA Retirement Plan Consultant Office: Kansas City 913-647-9741 Jack Fletcher, CPFA, AAMS® Retirement Plan Advisor Office: Kansas City 913-387-2759 Chase Lucas, CPFA Associate Retirement Plan Advisor Office: Kansas City 913-904-5561 Joey Bruner, CPFA Associate Retirement Plan Consultant Office: Tulsa, Oklahoma 918-388-9166 William Tschudy, CPFA Associate Retirement Plan Consultant Office: Kansas City 913-378-9156 Jodi Robinson, CPA Managing Director, Tax Planning & Preparation Office: Kansas City 913-378-9177 Adam Paul, CPA Director, Tax Planning & Preparation Offices: Oklahoma City, Oklahoma + 1 more 918-991-6916 Barbara Morea, EA Director, Tax Planning & Preparation Office: New York City, New York 212-608-1082 Bob Soza, CPA Director, Tax Planning & Preparation Office: Tulsa, Oklahoma 918-388-1651 Danielle Henn, CPA Director, Tax Planning & Preparation Office: Madison, New Jersey 973-520-1894 David Miller, CPA Director, Tax Planning & Preparation Office: Madison, New Jersey 973-507-9781 Dee Anne Ayles, CPA Director, Tax Planning & Compliance Office: Tulsa, Oklahoma 918-991-6930 Dee Houser Director, Tax Operations Office: Madison, New Jersey 973-520-1896 Ellen Peifer, CPA Director, Tax Planning & Preparation Offices: Madison, New Jersey + 1 more 973-507-9783 Geoffrey Bremer, CPA Director, Tax Planning & Preparation Office: Los Angeles, California 310-726-1170 Jennifer Kohlbacher, CPA Director, Tax Planning & Preparation Offices: Tulsa, Oklahoma + 1 more 918-388-1654 Mark Metcalf, CPA Director, Tax Planning & Preparation Offices: New Albany, Indiana + 1 more 502-236-2072 Robert Rehm, CPA, CGMA Director, Tax Planning & Preparation Offices: Madison, New Jersey + 2 more 973-520-1895 Ryan Drake, CPA Director, Tax Planning & Preparation Office: Kansas City 913-378-9175 Scott Voss, CPA Director, Tax Planning & Preparation Office: Kansas City 913-378-9173 Todd Block, CPA Director, Tax Planning & Preparation Office: Cincinnati, Ohio 513-317-4149 Tony Panico, CPA Director, Tax Planning & Preparation Office: Madison, New Jersey 973-520-1871 Andrew Loving, CPA Senior Manager, Tax Planning & Preparation Office: Oklahoma City, Oklahoma 405-353-1572 Denise Jenkins, CPA Senior Manager, Tax Planning & Preparation Office: Madison, New Jersey 973-507-9786 Galina Atencio, CPA Senior Manager, Tax Planning & Preparation Office: Los Angeles, California 424-277-9526 Matthew Peck, CPA Senior Manager, Tax Planning & Preparation Office: Los Angeles, California 310-726-1170 Charlie Nieman, CPA Manager, Tax Planning & Preparation Office: Tulsa, Oklahoma 918-388-0129 Grace Zhang, CPA Manager, Tax Planning & Preparation Office: Madison, New Jersey 973-507-9740 Jennifer Geis Manager, Tax Planning & Preparation Office: Madison, New Jersey 973-520-1898 Jennifer Rempe Manager, Tax Planning & Preparation Office: Kansas City 913-845-4655 Discover how we can help you achieve your goals. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Name Email Phone Are You A: Are You A: Client Prospective Client Advisor/Investment Representative Other Message CAPTCHA Contact Us Mariner Wealth Advisors NewsroomPrivacyCookie PolicyCCPAForm CRSForm ADVLegalFor AdvisorsContact Our Team © 2021 Mariner Wealth Advisors Subscribe to Our Newsletter Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles. Untitled Untitled Untitled This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our privacy policy. Accept