Austin Johnson is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Orion Portfolio Solutions, LLC in Omaha, NE, where he has worked since 2023. Prior to this, he spent five years at Redtail Technology and four years at In-n-Out Burger. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions and supports over 198 advisors with approximately $64.8 billion in assets under administration.

Jason Shevland is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Orion Portfolio Solutions since 2022 and concurrently associated with Brinker Capital since 1998. Orion Portfolio Solutions serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions supported by technology platforms, managing approximately $64.8 billion in assets and working with nearly 198 advisors.

Phillip Colling is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, and has three years of industry experience. He has been with Orion Advisor Solutions since 2015 and Orion Portfolio Solutions since 2018. Orion Portfolio Solutions serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Shaun Kardell is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 66 credentials and possessing 12 years of industry experience. His prior roles include positions at Brinker Capital Securities LLC, Orion Advisor Services, LLC, Northern Lights Distributors, LLC, and Waddell & Reed. 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, offering a range of services including strategist models, separately managed accounts, and technology-enabled custom indexing, managing approximately $64.8 billion in assets and supporting nearly 200 advisors.

Mark Audrain is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Aspiration and CommunityAmerica Financial Solutions LLC, as well as FINRA Inc. 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 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Andrew Rosenberger is a CFA® charterholder with 20 years of industry experience. He currently works at Orion Portfolio Solutions, LLC, joining the firm in 2022 after over two decades with Brinker Capital Securities. Outside of his advisory role, he is a joint owner of ACTG Holdings L.L.C., an LLC created for asset protection. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and institutional sponsors. The firm specializes in model-driven and managed-account solutions supported by proprietary technology, managing approximately $64.8 billion in assets across nearly 198 advisors.

Justin Kullman is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Brinker Capital Securities and Northern Lights Distributors, LLC, as well as Constellation Trust Company. 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 approximately 198 advisors and over 185,000 client relationships.

Ryan Karch is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. He previously worked at Brinker Capital Investments, PNC Financial Services, and Yardley Wealth Management. Outside of his advisory role, Karch works with Mercor Contractor Training on developing AI models specialized in various professional fields. 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 approximately 198 advisors managing over $64 billion in assets.

Chad Fox 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 Securities and New York Life Insurance Co. He also spent four years at the University of Rhode Island in an unspecified capacity. 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 with a technology-enabled approach and integrated portfolio management services.

Preston Suttmiller is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and six years of industry experience. He has worked at Orion Portfolio Solutions since 2018 and has prior experience with Upshift Work, Village Green, and the Northern Kentucky Chamber of Commerce. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, providing model-driven and managed-account solutions alongside technology-enabled portfolio management services. The firm supports a large client base and offers a range of integrated investment and platform services.

Michael Vitallo Jr. is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has worked at Orion Portfolio Solutions since 2012 and also has experience with Brinker Capital Securities and Northern Lights Distributors, LLC. 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 a large client base with a technology-enabled platform and comprehensive portfolio management services.

Molly Housand is a financial advisor at Orion Portfolio Solutions, LLC with 18 years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes roles at LPL Financial, Charles Schwab & Co., and TD Ameritrade. 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 with approximately $64.8 billion in assets under administration.

Christopher Hart is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Orion since 2022 and has been with Brinker Capital since 2014. Outside of finance, he co-owns a home staging and interior design business with his spouse. 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, supporting nearly 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Libin Jacob is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has also been affiliated with Brinker Capital since 2015. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, and institutional sponsors through model-driven and managed-account solutions. The firm supports about 198 advisors and over 185,000 client relationships, managing approximately $64.8 billion in assets under administration.

Raymond Shirley is a financial advisor at Orion Portfolio Solutions, LLC with five years of industry experience and holds a Series 65 designation. He has been affiliated with Orion Advisor Technology and Orion Portfolio Solutions since 2016. Outside of his advisory work, Shirley serves as a soccer official for Grassroots Soccer in Nebraska and is the president of the American Outlaws Omaha Chapter, an organization focused on enhancing the supporter experience for U.S. Soccer fans. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions supported by technology platforms, managing approximately $64.8 billion in assets and serving nearly 198 advisors and over 185,000 client relationships.

Jose Herrera is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Orion Portfolio Solutions, LLC, having joined the firm in 2022 after roles at Brinker Capital Securities and Capital One Advisors. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm provides model-driven and managed-account solutions, technology-enabled portfolio services, and sub-advisory and outsourced trading and billing support.

William Dixon is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has worked in the financial services industry across several firms, including Wells Fargo and New York Life, since 2013. His experience includes roles at Brinker Capital Securities and Social Finance. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, sub-advisory and trading services, and technology-enabled portfolio management, supporting a large client base with more than $64 billion in assets under administration.

Marcus Ringo is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ConstructConnnect, Village Green Property Management, the Cincinnati Reds, and Northern Kentucky University. 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 a large client base through multiple delivery platforms and proprietary technology offerings.

Thomas Sampson is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 credential with two years of industry experience. His prior roles include positions at SEI Investments and Brinker Capital Securities. 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 and supports approximately 198 advisors with around $64.8 billion in assets under administration.

Sean Hollingshead is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked with Orion Advisor Technology, LLC since 2013. Orion Portfolio Solutions 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, offering a range of services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing.