Christopher Romano is a CFA® charterholder with 16 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and Orion Advisor Technology, LLC, where he has worked since 2018. Prior to that, he spent six years at ETF Global. Outside of his primary roles, Romano consults for Koyfin, an analytical and charting platform, focusing on product organization and quantitative performance attribution methods. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, managing approximately $64.8 billion in assets. The firm offers model-driven managed-account solutions, technology-enabled custom indexing, and other portfolio management and platform services.

Mili Rosen is a CFA® charterholder with four years of experience at Orion Portfolio Solutions, LLC and Brinker Capital Securities, following prior roles at AccessLex Institute and JP Morgan Chase & Co. She is based in Omaha, NE. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions, supporting nearly 200 advisors and over 185,000 client relationships across its platforms.

Connor Mcdonald is a Series 65-licensed financial advisor with six years at Orion Portfolio Solutions, LLC and Orion Advisor Solutions, and seven years of prior experience at Wells Fargo. He is based in Omaha, NE, and has two years of industry experience under his license. 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 services such as strategist models, separately managed accounts, and a technology-enabled custom indexing platform.

Nicole Kramer is a CFA® charterholder with four years of industry experience. She is affiliated with Orion Portfolio Solutions, LLC and has held positions at Brinker Capital Securities and Mercer Investments LLC. 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, providing technology-enabled services and sub-advisory support for more than 198 advisors and approximately 185,000 client relationships.

Timothy Noe is a Series 65-licensed financial advisor with over five years of industry experience, currently serving at Orion Portfolio Solutions, LLC since 2019. His prior roles include positions at Divisions Maintenance Group and Meijer Inc., along with academic experience at Eastern Kentucky University. 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, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Todd Bertucci is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has six years of industry experience. Bertucci has been with Orion Advisor Solutions since 2011 and joined Orion Portfolio Solutions in 2023. 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 technology-enabled portfolio management and a broad range of investment services.

Matthew Mileski is a financial advisor at Orion Portfolio Solutions, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Orion Portfolio Solutions since 2022 and Brinker Capital since 2015. 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 managing over $64 billion in assets across more than 185,000 client relationships.

Gina Kenney is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and three years of industry experience. Prior to joining Orion in 2026, she worked at Ategenos Capital, Clark Capital Management Group, and SEI Investments Management Corp. 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 and supports a large client base through technology-enabled portfolio management and integrated platform services.

Christopher Bosse is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Brinker Capital Securities since 2022 and has been with Orion Portfolio Solutions since 2007. Orion Portfolio Solutions primarily 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 nearly 200 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Natalie Webert is a financial advisor at Orion Portfolio Solutions, LLC, with 12 years at the firm and a total of 9 years of industry experience. She holds a Series 65 designation. Prior to her current role, she spent five years with CLS Investments, LLC. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions and supports approximately 198 advisors managing over $64 billion in assets.

Michael Lenge is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Wealthcare Advisory Partners. His outside activities include involvement with Coastal Insurance Consulting, LLC, a non-variable insurance business. 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 strategists, separately managed accounts, and technology-enabled indexing services, supporting approximately 198 advisors and over 185,000 client relationships.

Andrew Glaser is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Glaser has been with Orion since 2021. Orion Portfolio Solutions serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm manages approximately $64.8 billion in assets under administration and focuses on model-driven, managed-account solutions alongside technology-enabled portfolio services.

Mcbee Butcher Jr. is a CFP® and CFA® with 25 years of industry experience. He joined Orion Portfolio Solutions, LLC in 2024, after spending ten years at Sei Investments Company. He serves as a board member and investment committee chair for the Philadelphia Association of Zeta Psi. Orion Portfolio Solutions primarily supports 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 portfolio management and technology services with approximately $64.8 billion in assets under administration.

Mark Yoder is a CFA® charterholder with eight years of industry experience. He is currently with Orion Portfolio Solutions, LLC and previously worked at Brinker Capital Securities and The Glenmede Trust Company. 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 and supports approximately 198 advisors with $64.8 billion in assets under administration.

Thomas Wilson is a Chartered Financial Analyst (CFA®) with 29 years of experience in the investment industry. He currently serves at Orion Portfolio Solutions, LLC and has been with Brinker Capital since 2005. Based in Omaha, NE, he holds the Series 63 license and works within enterprise-level advisory services. Orion Portfolio Solutions primarily serves independent investment advisory firms and their end clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and operates multiple delivery platforms, overseeing approximately $64.8 billion in assets with a client base exceeding 185,000 relationships.

Ashley Heinzman is a financial advisor at Orion Portfolio Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Orion Portfolio Solutions since 2023, following prior roles at Orion Advisor Solutions, OneStaff Medical Solutions, and Infogroup. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management services and supporting approximately 198 advisors with over $64 billion in assets under administration.

Brandon Barahona is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Brinker Capital Securities, Brinker Capital, SEI Investments, TD Bank, and West Chester University of Pennsylvania. 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 and supports approximately 198 advisors managing about $64.8 billion in assets under administration.

Mary Yost is a financial advisor at Orion Portfolio Solutions, LLC with a Series 66 designation and no industry experience prior to her current roles. She has been with Orion Portfolio Solutions since 2022 and also worked with Brinker Capital Securities, LLC starting in 2026. Previously, she held positions at Pegasus Partners and BMO Harris Bank. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions, supporting a large client base through multiple platforms and focusing on portfolio management and technology-enabled services.

Grant Saunders is a financial advisor at Orion Portfolio Solutions, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Brinker Capital Securities, ADP Inc., SS&C Technologies, and American Funds. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm emphasizes model-driven and managed-account solutions and supports a high client count and asset level per advisor through technology-enabled platforms and a range of portfolio management services.

Gene Frerichs is a Series 65 credentialed financial advisor with 27 years of industry experience. He has been with Orion Portfolio Solutions, LLC since 2020 and previously worked at Northern Lights Distributors, LLC and CLS Investments, 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 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.