Hector Ortiz III is a financial advisor at Orion Portfolio Solutions, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group Inc., TD Ameritrade, and Brinker Capital Securities LLC. 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 and supports a large client base with technology-enabled portfolio management and advisory services.

Joseph Eplite is a financial advisor at Orion Portfolio Solutions, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Newport Group and NuView Trust Company. Outside of his advisory work, he is involved in managing a food truck business through Zetten Ventures LLC and works as a delivery driver for Door Dash and Uber. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven managed-account solutions and technology-enabled portfolio management services. The firm supports nearly 200 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Francisco Rodriguez Morales is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Orion since 2019 and previously gained experience at TD Ameritrade and Viaero Wireless. 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 operates multiple platforms supporting nearly 200 advisors and a large client base.

Alyssa Seidl is a financial advisor at Orion Portfolio Solutions, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Betterment, AssetMark Financial, Inc., and First Allied Securities, Inc. Seidl 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 and asset level per advisor through integrated portfolio management and technology platforms.

Maximiliano Gomez Guzman is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Brinker Capital Securities and Long Financial Group, as well as management positions within several Mexican restaurant businesses. Orion Portfolio Solutions 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 and assets under administration through its multiple delivery platforms.

Trevor Noble is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior roles include positions at Brinker Capital Securities, SEI Investments, Dimensional Fund Advisors, and TD Ameritrade. 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 technology-enabled services and a high level of assets and client relationships per advisor.

Isaac Staat is a Series 66 licensed financial advisor with six years of industry experience, currently with Orion Portfolio Solutions, LLC. His prior work includes roles at Securian Advisors of the Northwest, Edward Jones, and other organizations. Outside of finance, he serves as an assistant cross country running coach for the Snohomish School District. 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 across about 198 advisors and offers services including separately managed accounts, wealth advisory for high-net-worth households, and tax-aware portfolio management.

William Girton is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Orion Portfolio Solutions, LLC. He has six years of industry experience, including prior roles at Janney Montgomery Scott and Brinker Capital. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, supported by proprietary technology, and manages approximately $64.8 billion in assets across 198 advisors.

Malcolm Leslie is a financial advisor at Orion Portfolio Solutions, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Janus Henderson Investors and Envestnet Asset Management. Leslie 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 sub-advisory services while supporting a high client count and asset level per advisor.

Richard Seitz is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 designations and over 20 years of industry experience. His career includes roles at Brinker Capital Securities, AssetMark Financial, and LPL Financial. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate 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.

Aidan Boyle is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he partners with clients to develop customized investment strategies tailored to their long-term wealth objectives. His approach focuses on retirement readiness, portfolio growth, and comprehensive financial planning, aligning solutions with clients' risk tolerance, time horizon, and financial goals. Aidan's expertise includes managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He provides informed and disciplined investment guidance, emphasizing trust and clear communication to help clients navigate market complexities. He holds a Bachelor's Degree from Carnegie Mellon University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Aidan is proficient in English and French. Outside of work, his interests include football, golfing, pickleball, skiing, spending time with his family, tennis, and traveling.

Kyle Hosch is a financial advisor at Orion Portfolio Solutions, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brinker Capital Securities, Triton Pacific Securities, and CNL Securities Corporation. Outside of his advisory role, he owns Aylos Holdings, LLC, a business involved in the purchase and resale of luxury watches. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven managed-account solutions and technology-enabled services, supporting a large client base and assets under administration.

Seth Mccune is a Series 65-licensed advisor at Orion Portfolio Solutions, LLC with five years of industry experience. He has been with Orion Advisor Technology since 2009. Outside of his advisory role, Seth serves on the volunteer Board of Directors for Mutual First Federal Credit Union and is involved in officiating for Omaha CYO Basketball. 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, supporting nearly 200 advisors and more than 185,000 client relationships through multiple delivery platforms.