Jan 22, 2026

In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan reset the conversation around financial planning with a practical, level-headed approach to the new year. From employer benefits to tax planning, portfolio rebalancing and intentional spending, they share timely guidance to help listeners start the...

Dec 11, 2025

Leadership isn’t defined by a job title—it’s shaped by the experiences, values and people who influence our path. In this episode, host and senior wealth advisor Whitney Reagan sits down with Mariner’s Chief Investment Officer, Katrina Radenberg, for a candid conversation about mentorship, growth and...

Nov 13, 2025

In this inspiring conversation, host Whitney Reagan talks with Mariner’s Chief Operating Officer, Cheryl Bicknell, JD, LL.M, explore leadership, growth and the lessons learned along the way. Cheryl shares insights from her path to COO, her approach to leadership, continuous development and the pursuit of one’s...

Oct 14, 2025

Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA®, head of Mariner Institutional, to explore how Mariner collaborates with a range of organizations. From helping institutions pursue investment objectives to supporting the financial well-being of their employees, Mike shares insights into how...

Sep 23, 2025

When much of your wealth is tied to a single stock—especially your employer’s—you face both opportunities and risks. In this episode, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential...