Brian Libby is a CFA® charterholder with 11 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Oppenheimerfunds. His background includes positions at Orion Advisor Technology and Brinker Capital Investments. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors by offering model-driven and managed-account solutions, including separately managed accounts and a technology-enabled custom indexing platform. The firm supports a large client base with a focus on portfolio management and integrated platform services.

Kevin Von Seggern is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. His prior roles include positions at Brinker Capital Securities, CDG, Inc., and FBL Financial Group. Outside of his advisory work, he is involved with a family farm and has invested in land development on a golf course. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, providing portfolio management, sub-advisory services, and technology-enabled offerings for a large client base and substantial assets under administration.

Ronald Pruitt is a CFA® charterholder with 17 years of industry experience, currently serving at Orion Portfolio Solutions, LLC since 2024. His prior roles include positions at Nasdaq Analytics, eVestment Alliance, Solovis, and ENVESTNET ASSET MANAGEMENT, along with running his own consulting business. He is a board member and minority investor in OneNeighbor, a mobile application for independent contractors offering home maintenance services. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting about 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Brittany Saunders is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Janney Montgomery Scott LLC and Jefferies Investment Advisers, LLC. Outside of her advisory work, she operates an independent online resale business selling vintage clothing and homewares. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base through integrated technology and portfolio management services.

Mickey Ellison is a CFP® with 25 years of industry experience and currently serves as a financial advisor at Orion Portfolio Solutions, LLC. He has worked with Orion since 2019 and previously worked at Aegis Group LLC and Sii Investments Inc. Ellison is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a high client count through technology-enabled portfolio management and platform services.

Timothy Holland is a CFA® charterholder with 13 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital Investments and Pictet Asset Management. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and manages approximately $64.8 billion in assets across multiple delivery platforms.

Brett Leach is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His career includes roles at Brinker Capital Securities, Envestnet PMC, Cetera Wealth Services, and FSC Securities Corporation. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled services and supporting a large client base with substantial assets under administration.

Patrick Ferrer is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes five years at Brinker Capital Securities. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, focusing on model-driven and managed-account solutions supported by advanced technology platforms. The firm manages approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

Neisha Watson is a financial advisor at Orion Portfolio Solutions, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Brinker Capital Securities, EF Legacy Securities, and Aira Retirement. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms and manages approximately $64.8 billion in assets across nearly 200 advisors.

Jeffrey Schwantz is a financial professional at Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 designations. He has prior experience with firms including Luma Financial Technologies LLC, Advisor360, Morningstar Inc., and eMONEY ADVISOR. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base through technology-enabled portfolio management and integrated platform services.

Spencer Fleming is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Orion Portfolio Solutions since 2013. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions across multiple platforms and manages approximately $64.8 billion in assets under administration.

Gregory Allison is a CFA® charterholder with 11 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at BNY Mellon Advisors, Inc., Lockwood Advisors, and Hartford Funds Distributors, LLC. His background includes roles at several notable firms in the investment advisory and asset management sectors. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting a high client count and asset level per advisor across its platforms.

Lisa Pekny is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CLS Investments, LLC for five years. Pekny has been with Orion since 2019. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, providing services such as separately managed accounts, sub-advisory, and technology-enabled portfolio management, supporting approximately 198 advisors and over 185,000 client relationships.

Steven Walton is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Brinker Capital Securities, Orion Advisor Technology, and TD Ameritrade. Outside of finance, he works as a fitness trainer with VASA Fitness and The Exercise Coach. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base and offering integrated technology and portfolio management services.

Christopher Owens is a Series 65-licensed financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He has six years of prior experience at BNY and five years at Sei. Owens joined Orion in 2026. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and sub-advisory services while supporting a high client count and significant assets under administration.

Kira Reitz is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Orion Portfolio Solutions since 2022 and has been with Brinker Capital Securities since 2012. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base with substantial assets under administration.

David Rosenblum is a CFP® and CFA® professional with 13 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Brinker Capital Securities, and has held roles at several firms including AgroFresh Solutions, Inc. and Silver Oak Securities Inc. Outside of his advisory work, he owns babybudgetbasics.com, a financial education business providing budgeting tools for new parents. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm supports a large client base with a technology-enabled platform offering customized portfolio management, sub-advisory services, and integrated banking and lending solutions.

Carson Scharff is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and two years of industry experience. His background includes roles at Cornhusker Bank, Charles Schwab, and Douglas County, along with earlier experience in education and small business. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Charles Aronica IV is a CFA® charterholder with 14 years of experience in the financial industry. He is currently with Orion Portfolio Solutions, LLC and has held roles at Brinker Capital, Ladenburg Thalmann Asset Management, and Citigroup Global Markets. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions, supporting nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Tyler Blair is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Paychex Securities Corporation, Paychex, Inc., and Capital Group - American Funds. He has also served in the Colorado Air National Guard. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships with around $64.8 billion in assets under administration.