Mariner

Tucker Horsley is a CFP® with two years of industry experience, currently serving as an advisor at Mariner Wealth in Sarasota, FL. Prior to joining Mariner Wealth, he worked at Allegiant Private Advisors and operated Lucky-U Cycles. Horsley is a board member of Take Stock in Children of Sarasota County, a nonprofit organization. Mariner Wealth is a large, multi-advisor wealth management firm managing approximately $98.6 billion in assets. 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.

Robert Gustafson Jr. is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mariner Wealth since 2025. Prior to this, he worked for 17 years at Triton Financial Group, Inc. He also serves as president of Advisors Choice Insurance Company, Inc., an insurance sales business, and is a board member of the City of Marlborough Retirement System. Mariner Wealth is a large, multi-advisor wealth management firm managing approximately $98.6 billion in assets. 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.

Scott Lummer is a CFA® charterholder with 15 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at The Savant Group. Mariner Wealth Advisors is a large, multi-advisor wealth management firm serving individuals, including high-net-worth clients, as well as 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, combining in-house investment expertise with access to third-party managers and employing both active and passive strategies.

Lauren Alvey is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. Prior to joining Mariner Wealth, she worked at AllianceBernstein and MassMutual/MML Investor Services. Outside of her advisory role, she serves as Treasurer for the Hidden City Derby Girls. Mariner Wealth Advisors 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 combines in-house and third-party investment resources, offering a range of services including investment management, financial planning, retirement consulting, tax services, and family-office administration.

Nancy Lott is a financial advisor at Mariner Wealth with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Stonex Group Inc, Stonex Financial Inc, and Waddell & Reed, Inc. 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.

Jackson Smith is a financial advisor at Mariner Wealth with a Series 65 credential and approximately one year of industry experience. Prior to joining Mariner Wealth, he worked at 49 Financial and Tommy Vichaivattana State Farm. 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.

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.

Stefanie Yeager is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked at Mariner Wealth Advisors since 2018 and previously spent a decade at Vantage Investment Advisors, LLC. Yeager is based in State College, PA. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm offers a range of services including investment management, financial planning, tax services, and family-office style administration, utilizing both active and passive investment strategies.

Hudson Horn is a CFP® and Series 65-licensed advisor with three years of industry experience, currently at Mariner Wealth in Scottsdale, AZ. His prior experience includes roles at Great Plains Capital Partners, The Boeing Company, Ernst & Young, and Sarver Vrooman Wealth Advisors. 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, combining in-house investment expertise with access to third-party managers and offering a range of services including investment management, financial planning, retirement consulting, and family-office style administration.

Alyssa Peterson is a financial advisor at Mariner Wealth in State College, PA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Reliance Bank and Mariner Wealth Advisors. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, retirement consulting, tax services, and family-office administration, utilizing both active and passive investment strategies.

Deborah McWilliams is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2018. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. McWilliams volunteers as Event Chair for the WINGS Scholarships and Mentoring Program and serves on the grant committee for the Women's Impact Fund, both nonprofit organizations in Charlotte, NC. 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, estates, charitable organizations, and corporations, offering a broad range of investment management, financial planning, tax services, and family office administration through a combination of in-house and third-party investment strategies.

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.

Lewis Partridge II is a financial advisor at Mariner Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LexAurum Advisors, Veritas Independent Partners, and Sowell Management Services. Outside of his advisory role, he is a 50/50 partner in an LLC that owns a commercial building in Benton, Arkansas. Mariner Wealth is a multi-advisor wealth management firm 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 through an in-house team and third-party managers.

Brian Tobin is a CFP® professional at Mariner Wealth with 14 years of industry experience. He has held roles at firms including LPL Financial, The Vanguard Group, Kestra Financial, Merrill, Bank of America, and USAA. He is based in New Braunfels, TX. Mariner Wealth is a large wealth management firm serving individuals, trusts, estates, charitable organizations, and corporations. The firm combines in-house investment expertise with third-party managers to offer a range of active and passive strategies, alongside coordinated tax and family office services.

Kenneth Furman is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Charles Schwab Bank SSB, Charles Schwab, and Fidelity Investments. Mariner Wealth Advisors 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 both active and passive strategies alongside comprehensive financial planning and family-office style services.