Sean Sheridan is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Credit Suisse Securities and The Vanguard Group. 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 through technology-enabled portfolio management and platform services.

Walter Mcclennen III is a financial advisor at Orion Portfolio Solutions, LLC with 21 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Brinker Capital Securities since 1996. Orion Portfolio Solutions serves independent advisory firms, retirement plans, charitable organizations, and institutional sponsors with model-driven and managed-account solutions. The firm supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 billion in assets under administration.

Emily Gross is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and having 20 years of industry experience. Her prior work includes roles at Northern Lights Distributors, LLC, Orion Advisor Solutions, LLC, and Beaumont Financial Partners, LLC. She is based in Omaha, NE. 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 and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Jamie Ryan is a CFA® charterholder with eight years of experience in the financial industry. He is currently with Orion Portfolio Solutions, LLC and has prior work history at Brinker Capital Securities, Natixis Investment Managers, Lincoln Financial Distributors, and Lilly Pulitzer. His background also includes a period at Dartmouth 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, supporting a large client base with a high asset level per advisor through technology-enabled portfolio management and platform services.

Cody Ulland is a CFP® professional with 10 years of experience in the financial services industry. He currently works with Orion Portfolio Solutions, LLC, where he has been since 2022, and also has experience at firms including Brinker Capital, TownSquare Capital, Bestgate Wealth Advisors, and Fidelity Brokerage Service. 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 a range of services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing, supporting over 198 advisors and more than 185,000 client relationships.

William Glenn Ragle is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at Brinker Capital Securities LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions, supporting a high client count and asset level per advisor through multiple delivery platforms and technology-enabled services.

Riley Coy is a financial advisor at Orion Portfolio Solutions, LLC, based in Omaha, NE, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Brinker Capital Securities, Charles Schwab, TD Ameritrade, and West Gate Bank. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, managing approximately $64.8 billion in assets and supporting nearly 200 advisors. The firm focuses on model-driven and managed-account solutions, offering services such as Wealth Advisory for high-net-worth households, custom indexing, and outsourced trading through a technology-enabled platform.

Trevor Truax is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with one year of industry experience. His prior work includes roles in healthcare and retail sectors. 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, supporting a large client base through technology-enabled portfolio management and sub-advisory services.

Michael Paz is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. He holds a Series 65 designation and has four years of industry experience. Prior to joining Orion, he worked at Lowe's Home Improvement for four years. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions, supporting approximately 200 advisors and over 185,000 client relationships with $64.8 billion in assets under administration.

Ryan Zegers is a Series 65 licensed advisor with nine years of experience at Orion Portfolio Solutions, LLC and its affiliated firm, Orion Advisor Technology. He previously worked for two years at Provest, LLC. Ryan is based in Omaha, NE. 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, technology-enabled custom indexing, and outsourced sub-advisory, trading, and billing services, supporting approximately 198 advisors and more than 185,000 client relationships.

Brendan Jones is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Orion Portfolio Solutions since 2022. He also has over a decade of experience at Brinker Capital and has been an assistant swim coach at The Haverford School since 2004. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven and managed-account solutions. The firm administers approximately $64.8 billion in assets and supports around 198 advisors and more than 185,000 client relationships.

Colin Danahy is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and two years of industry experience. His prior work history includes roles at Village Pointe Toyota and Jimmy Johns. Orion Portfolio Solutions 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, offering a range of portfolio management and technology-enabled services across its platforms.

Gregory King is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital and Wells Fargo Advisors. His background also includes roles at Villanova University and involvement with Safe Splash and Seven Locks Pool Club. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supported by technology-enabled services and a platform that manages approximately $64.8 billion in assets.

Jacob Orton is a financial advisor at Orion Portfolio Solutions, LLC with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Brinker Capital Securities, Fidelity Investments, Thanksgiving Point, and Alice Lane. He also served with the Church of Jesus Christ of Latter Day Saints. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate 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.

Shannon Link is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 66 designation with four years of industry experience. Her work history includes positions at Brinker Capital Securities, Orion Portfolio Solutions, Tempoe, Sunglass Hut, and Xavier University. Orion Portfolio Solutions 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 approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Bryan Gelster is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Orion Advisor Solutions, LLC since 2011 and joined Orion Portfolio Solutions in 2023. 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, supporting nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Cade Denazario Akers is a CFP® with 11 years of industry experience currently affiliated with Orion Portfolio Solutions, LLC. His prior roles include positions at Charles Schwab & Co Inc and Bellevue College. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets and serves a broad client base including retirement plans and institutional sponsors.

Andrei Petre is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Brinker Capital, Janney Montgomery Scott, and The Vanguard Group. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions alongside sub-advisory and technology-enabled services. The firm supports a high client count and significant assets under administration, focusing on portfolio management and platform services.

Benjamin Rawlings is a Series 65 licensed advisor with three years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has been associated with Orion Advisor Technology since 2014. 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, providing portfolio management and platform services to support approximately 198 advisors and over 185,000 client relationships.

Madelyn Corcoran is a financial advisor at Orion Portfolio Solutions, LLC with a Series 66 credential and three years of industry experience. Her work history includes roles at Brinker Capital Securities, Cetera, and Renaissance Financial. She has also been involved with the University of Nebraska-Lincoln Athletic Department and Wilderness Ridge Country Club. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions across multiple platforms. The firm supports a large client base with services including sub-advisory, outsourced trading, and technology-enabled portfolio management.