Erik Hardin is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 13 years of industry experience. His career includes multiple roles at Orion Portfolio Solutions and Brinker Capital Securities, as well as a position at SEI Investments. 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 and supports approximately 198 advisors managing more than $64 billion in assets under administration.

Nathan Pavao is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 credentials and has four years of industry experience. His prior roles include positions at Edward Jones, Franklin Distributors, LLC, and Brinker Capital Securities. 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, supporting a large client base with technology-enabled portfolio management and sub-advisory services.

John Browning is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital Securities, Equity Advisor Solutions, and Paychex. Orion Portfolio Solutions, LLC 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 technology-enabled portfolio management and platform services with approximately $64.8 billion in assets under administration.

Noreen Beaman is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has a long tenure with Brinker Capital, spanning from 1991 to 2022, before joining Orion. In addition to her advisory role, she serves as an executive coach at East Bay Merchant Partners, focusing on coaching and consulting for investments and philanthropic interests. Orion Portfolio Solutions primarily serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm delivers model-driven and managed-account solutions and supports a large client base through technology-enabled services and integrated third-party platforms.

Denis Mc Cartan is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His career includes roles at Brinker Capital Securities, Sei, The Vanguard Group, and service in the Pennsylvania Army National Guard. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets under administration across nearly 200 advisors and more than 185,000 client relationships.

Brian Ferko is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Orion Portfolio Solutions and Brinker Capital in various capacities since 2010. Outside of his advisory role, he serves as the head baseball coach at Lansdale Catholic High School. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm manages approximately $64.8 billion in assets with 198 advisors and offers a range of services including separately managed accounts, wealth advisory for high-net-worth clients, and technology-enabled custom indexing.

Ryan Alderman is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC. He has previously worked at Vanguard for five years before joining Orion, where he has been for five years. 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 supports a high client count and asset level per advisor through multiple specialized platforms.

Christopher Martin is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Brinker Capital Securities for 26 years. 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, supported by technology platforms, and manages approximately $64.8 billion in assets across nearly 200 advisors.

Nolan Mauk is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Renaissance Financial, Nelnet, Inc., and Cargill, Inc. He also has experience outside finance, including working at Tequila Harry's Mexican Restaurant. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, offering services such as strategist models, separately managed accounts, and technology-enabled custom indexing.

Denis Mccartan is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brinker Capital since 2005 and joined Orion Portfolio Solutions in 2022. Based in Omaha, NE, he serves clients through these affiliated firms. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions and operates multiple delivery platforms, administering approximately $64.8 billion in assets and serving over 185,000 client relationships.

Kyle Hahn is a financial advisor with Orion Portfolio Solutions, LLC, holding the PFS™ designation and Series 65 license. He has six years of experience with Orion Advisor Technology and Orion Portfolio Solutions, and three years with SEI Investments. Prior to his industry career, he spent four years at Shippensburg University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Emanuel Marshall is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes a 24-year tenure at Fidelity Brokerage Services, Inc., as well as roles at StanCorp Equities, Inc., StanCorp Investment Advisers, Inc., and Standard Retirement Services, Inc. He has been with Orion Portfolio Solutions since 2019. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Nicholas Boylan is a financial advisor at Orion Portfolio Solutions, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Orion since 2022, alongside a sixteen-year tenure at Brinker Capital Securities. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships with more than $64 billion in assets under administration.

Benjamin Frantz is a Series 65-licensed financial advisor with 12 years of experience at Orion Portfolio Solutions, LLC, where he has worked since 2014. Based in Omaha, NE, Frantz has spent his entire advisory career within the Orion organization. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions, technology-enabled custom indexing, and supports more than 198 advisors with approximately $64.8 billion in assets under administration.

Meghan Castinado is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. She has worked at Orion since 2019 and previously spent six years at CLS Investments, LLC. Her family co-owns an RIA, though she is not involved in that business. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms, overseeing approximately $64.8 billion in assets and serving more than 185,000 client relationships.

Angelo Atenco Torres is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 designation with approximately one year of industry experience. Prior to joining Orion, he worked in various roles including positions at The Continental Mid-town and Los Sarapes Chalfont, and has experience in educational institutions such as Temple University and Norristown Area High School. 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 supports a large client base with approximately $64.8 billion in assets under administration across multiple delivery platforms.

Natalie Mc Carty is a Series 65-credentialed advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, and has two years of industry experience. Her prior work includes roles at Gap Inc., Caliber Corporate Advisers, and WE Communications. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Joseph Mannschreck is a Series 65-licensed financial advisor with five years of industry experience, currently associated with Orion Portfolio Solutions, LLC in Omaha, NE. He previously worked at Brinker Capital Securities and has experience in a masonry business. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors with model-driven and managed-account solutions, supporting approximately 198 advisors and over 185,000 client relationships. The firm offers a range of services including separately managed accounts, Wealth Advisory for high-net-worth clients, and technology-enabled custom indexing, focusing on portfolio management and platform services.

Joseph Larsen is a Series 65-licensed financial advisor with two years of industry experience, currently with Orion Portfolio Solutions, LLC. He has previously worked at TownSquare Capital, The Norden Group, PEG Companies, Nu Skin, and Deseret Book. Larsen is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and support services for advisors.

Kent Schroeder is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Brinker Capital Securities, Orion Advisor Technology, LLC, and TD Ameritrade. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through a range of 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.