Michael Ann Henne is a Series 65-licensed financial advisor at Orion Portfolio Solutions, LLC with experience spanning positions at TIFF Investment Management, Hamilton Lane, Wells Fargo - Riley Financial Strategies Group, and the University of Pittsburgh. She has been with Orion Portfolio Solutions since 2026. 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, providing services such as strategist models, separately managed accounts, and technology-enabled custom indexing, managing approximately $64.8 billion in assets across a broad client base.

Jessica Garcia Navarro is a financial advisor at Orion Portfolio Solutions, LLC with Series 65 credentials and four years of industry experience. Prior to joining Orion in 2022, she held positions at Gavilon, Access Bank, and Peoples Bank. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, technology-enabled portfolio management, and sub-advisory services, supporting approximately 200 advisors and over 185,000 client relationships.

Daniel Mattern is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with one year of industry experience. His prior work includes several positions at Envestnet and DLL Financial. He is based in Omaha, NE. Orion Portfolio Solutions primarily supports independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven managed accounts, Wealth Advisory services for high-net-worth households, and technology-enabled investing tools, managing approximately $64.8 billion in assets across nearly 200 advisors.

Naveed Basri is a CFA® charterholder with a Series 66 registration and 10 years of industry experience. He is currently affiliated with Orion Portfolio Solutions, LLC and Brinker Capital Investments, LLC, having previously spent a decade at CITIGROUP. Based in Omaha, NE, he has worked in both investment management and advisory roles. 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, supporting nearly 200 advisors and more than 185,000 client relationships with over $64 billion in assets under administration.

Joel Hurst is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and three years of industry experience. He has been with Orion Portfolio Solutions and its predecessor Orion Advisor Solutions since 2004. 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 approximately 198 advisors managing over $64 billion in assets under administration.

Avery Cook is a financial advisor at Orion Portfolio Solutions, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Orion Portfolio Solutions in 2022, he worked at Brinker Capital Securities since 1998. 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 approximately 198 advisors managing over $64 billion in assets under administration.

Jeffrey Canfield Jr. is a financial advisor at Orion Portfolio Solutions, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been affiliated with Orion Portfolio Solutions and Orion Advisor Technology since 2015. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting a high client count and asset level per advisor through its integrated technology platforms.

Tucker Arnett is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Big Ass Fans for six years. Outside of advising, he is a co-founder of Brain Switch LLC, an online storefront for selling art. Orion Portfolio Solutions primarily 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, supporting around 198 advisors and managing approximately $64.8 billion in assets.

Andrea Iseminger is a Series 65-licensed financial advisor with 19 years of industry experience. She has been with Orion Portfolio Solutions, LLC since 2005 and has worked at Brinker Capital Securities and Northern Lights Distributors, LLC. 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 operates multiple delivery platforms supporting nearly 200 advisors and over 185,000 client relationships.

Ryan Dressel is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 designation with 13 years of industry experience. He has been with Brinker Capital Securities and Orion Portfolio Solutions since 2013. 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 and supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 billion in assets under administration.

Eric Sanders is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Orion Portfolio Solutions and Orion Advisor Technology since 2016 and previously spent 15 years at Weatherstone Capital Management. 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, including strategist models, separately managed accounts, and a technology-enabled custom indexing platform, supporting approximately 198 advisors and over 185,000 client relationships.

Alexandra Katz is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and beginning her career in 2023. Her prior experience includes roles at Brinker Capital Securities and various positions during her time at Lafayette College. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supported by technology-enabled platforms, managing approximately $64.8 billion in assets and serving over 185,000 client relationships.

Courtney Turner is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Orion Portfolio Solutions since 2016, following a prior role at Brinker Capital Securities, LLC. 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 and supports approximately 200 advisors with extensive assets under administration.

Jason Turesky is a CFP® with eight years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Brinker Capital Securities. His prior roles include positions at Morningstar, Desert Financial Wealth Management, Raymond James Financial Services, and Charles Schwab. 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 and supports a large client base with significant assets under administration through multiple delivery platforms.

Eric Clarke is a financial advisor at Orion Portfolio Solutions, LLC with 29 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Constellation Trust Company and Northern Lights Distributors, LLC. Clarke is involved in several board roles, including Signature FD, LifeX, and Great Gray Trust Company, and is a co-founder of hamachi.ai, a provider of agentic AI for professional services. 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 approximately 198 advisors with about $64.8 billion in assets under administration.

Benjamin Maniscalco is a CFP® with eight years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. His prior work includes roles at SEI Investments Management Corporation and AssetMark Financial Holdings, as well as experience outside finance at Rooter Town Plumbing and Bass Pro Shops. Orion Portfolio Solutions primarily 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, offering technology-enabled portfolio management and a high asset level per advisor.

Tyler Vacek is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and three years of industry experience. He has been with Orion Portfolio Solutions since 2023 and has been affiliated with Orion Advisor Solutions since 2016. 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 and supports approximately 198 advisors with over $64 billion in assets under administration.

Ryan Berges is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Navigator Wealth Management LLC and Creative Planning, Inc. In addition to his advisory role, he is a member of Tri-RRB LLC, a storage shed business. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions delivered through multiple platforms, supporting a high client count and asset levels per advisor.

Brittney Hageman is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Orion Portfolio Solutions, LLC and has previously been employed by Securities America Inc. since 2015. Outside of her financial advising career, she serves as a soccer referee at youth, amateur, and collegiate levels. Orion Portfolio Solutions primarily supports independent advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and offers technology-enabled services to manage over $64 billion in assets and serve more than 185,000 client relationships.

Marc Tobias is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Brinker Capital since 2010 and joined Orion Portfolio Solutions in 2022. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm focuses on model-driven and managed-account solutions and offers sub-advisory, outsourced trading, and billing services, managing approximately $64.8 billion in assets and supporting nearly 198 advisors and over 185,000 client relationships.