Meet the Team

You always have support

Partnered with Mariner Advisor Network, our in-house team offers the expertise you need for a successful planning experience: tax efficiency, investment strategies and retirement planning. Through the varied backgrounds and years of experience in each of their fields, our team collaborates to offer you a more comprehensive, integrated wealth plan. Our back-office staff is seasoned in the nitty-gritty business functions like compliance and IT so that we can spend more time focusing on you and not your paperwork.

Matt Wallen

Matt Wallen


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Matt is the founder of Confluence Wealth Management. His blend of over a decade of experience and years of training helps him guide clients across the finish line with confidence. How? By listening, understanding and explaining even the most complex concepts in a simple, straightforward way that connects with clients. His expertise working with high-net-worth clients and their advisor teams results in well considered retirement and estate plans with a focus on tax efficiency and creditor protection.

Prior to founding Confluence Wealth Management, Matt spent 13 years as an advisor with Northwestern Mutual. He earned his bachelor’s degree in mathematics from Binghamton University in 2006. In addition, Matt is a Chartered Financial Analyst (CFA®), a Certified Financial Planner™ (CFP) professional and a Chartered Life Underwriter (CLU), representing the significant time he’s invested in understanding the areas of investment management, financial planning and insurance planning.

Portfolio Management

Oswaldo Simental

Oswaldo Simental


Oswaldo “Ozzy” Simental is a manager with Mariner Wealth Advisors. In this role, he is a member of the investment team focusing on portfolio management.

Before joining Mariner Wealth Advisors, Ozzy was a senior associate at AdvicePeriod, where he worked on cross-functional teams to enhance investment procedures and managed portfolios.

Ozzy has a Bachelor of Arts degree in international studies and an MBA from Willamette University.

Away from the office, Ozzy enjoys traveling, spending time outdoors and playing basketball.

Aderemi Adeyemo

Aderemi Adeyemo

Senior Portfolio Analyst

Aderemi Adeyemo is a senior portfolio management analyst with Mariner Wealth Advisors. He is responsible for the implementation and management of investment models at the portfolio level as well as delivering a first-rate investment management experience to advisors and their clients.

Prior to joining Mariner Wealth Advisors, Aderemi was an investment management associate for a global wealth management firm working with financial advisors managing portfolios for institutions, high-net-worth families, endowments and foundations. He also worked with an Australia-based industry market research firm providing economic insights on commodities, goods and services to C-suite executives.

Aderemi is an active arbitrator for FINRA, where he serves the investment public by resolving security-related disputes. He is also a CFA® Program participant.

Before entering the financial services industry, Aderemi was a certified emergency medical technician and rode along with American Medical Response and the Los Angeles County Fire Department.

Client Services

Lacey Knox

Lacey Knox

Senior Client Service Associate

Lacey Knox is a Senior Client Service Associate at Mariner Wealth Advisors. She is responsible for helping her team implement wealth and investment strategies for clients.

Prior to working for Mariner Wealth Advisors, Lacey worked for Wachovia Securities, Wells Fargo Advisors and Morgan Stanley. Lacey has over a decade of experience in the Wealth Management field and has supported high net worth Advisors.

Away from the office, Lacey enjoys spending time with her husband, three teenagers and dog. They like going to the cabin, traveling, and attending concerts.

Mariner Wealth Advisors is the parent company of Mariner Advisor Network and Mariner Platform Solutions.  

Contact Us

(617) 535-3318

Fort Mill, SC

M-F: 8 a.m. – 5 p.m., S-S: Closed

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