Zachary Bereznak is a CFA® charterholder with seven years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital Securities, Merrill, Neuberger Berman, and ClearBridge Investments. Bereznak is based in Omaha, NE, and holds Series 63 and Series 65 licenses. 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, offering technology-enabled services and supporting a large client base with approximately $64.8 billion in assets under administration.

Blake Williams is a financial advisor at Orion Portfolio Solutions, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Orion since 2019, following prior roles at Union Bank and Trust, Northwestern Mutual, and Todd's Lawn Care. Orion Portfolio Solutions serves independent investment advisory firms and their clients, 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 services.

Christopher Horan is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Orion Portfolio Solutions, Brinker Capital Securities, and Alphathena. Orion Portfolio Solutions primarily serves independent 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 sub-advisory services while supporting approximately 198 advisors and over 185,000 client relationships.

Julia Daly is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential. She has accumulated experience through roles at firms including Pathstone Family Office and McAlinden Research Partners. Prior to her advisory career, she was involved in education at Lafayette College and Dwight-Englewood School. Orion Portfolio Solutions serves independent advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm emphasizes model-driven and managed-account solutions and supports approximately 198 advisors with $64.8 billion in assets under administration.

Matthew Schuster is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and over seven years of industry experience. Prior to joining Orion in 2026, he worked at Tributary Capital Management and TS Bank. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions supported by technology-enabled platforms, managing approximately $64.8 billion in assets and more than 185,000 client relationships.

Michael Frascone is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with Brinker Capital since 2000 and joined Orion Portfolio Solutions in 2022. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors through model-driven and managed-account solutions. The firm supports approximately 198 advisors and more than 185,000 client relationships, focusing on portfolio management, technology-enabled services, and sub-advisory offerings.

Frank Nickel III is a financial advisor with Orion Portfolio Solutions, LLC based in Omaha, NE, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior work includes twelve years at Morgan Stanley Smith Barney and ongoing roles at Brinker Capital Securities since 2017. He serves as an investment committee member for the State of Delaware. 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, offering technology-enabled portfolio management and supporting approximately 198 advisors and over 185,000 client relationships.

Jamie Blair is a financial advisor at Orion Portfolio Solutions, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Orion since 2014. Located in Omaha, NE, he is part of a firm with 198 total advisors. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base through its integrated technology platforms.

Matthew Breunig is a Series 65 licensed financial advisor with six years of experience at Orion Portfolio Solutions, LLC. Based in Omaha, NE, he has also worked with Orion Advisor Technology, LLC and American Campus Communities. Orion Portfolio Solutions primarily 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 and supports approximately 198 advisors with about $64.8 billion in assets under administration.

Robert Luckey Jr. is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 license with six years of industry experience. Prior to joining Orion in 2019, he spent 23 years at Fifth Third Bank. Outside of his advisory role, he works part-time as a sales associate in the hardware department at The Home Depot. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, providing technology-enabled portfolio management and support for over 198 advisors and more than 185,000 client relationships.

Dawn Batho is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Orion Portfolio Solutions since 2004 and also worked at Brinker Capital Securities since 2021. 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, providing technology-enabled services and supporting approximately 198 advisors with about $64.8 billion in assets under administration.

Danielle Ruiz Vela is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Orion Portfolio Solutions and Brinker Capital Securities since 2022, and previously held roles at Sutton Pierce, United Health Care, Neaumix Fit, and Pacific Life. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors through model-driven and managed-account solutions. The firm supports approximately 198 advisors and over 185,000 client relationships, focusing on portfolio management and platform services with about $64.8 billion in assets under administration.

Edward Sempek is a Series 65-licensed advisor with Orion Portfolio Solutions, LLC in Omaha, NE, where he has worked since 2019. He has a total of six years of industry experience, including eleven years at Orion Advisor Services, LLC. Outside of advisory work, he is a managing member of Creative Krumb LLC, a bakery business in Omaha. 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 over 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Nicholas Fabiano is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Orion Portfolio Solutions and Brinker Capital Securities since 2023, following a tenure at TD Ameritrade from 2020 to 2023. Outside of his advisory work, he operates an online retail business called Kabuki Blu. 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 a large client base with technology-enabled portfolio management and integrated platform services.

Andrew Goins is a CFA® charterholder with 11 years of industry experience. He is currently with Orion Portfolio Solutions, LLC and has also worked at Brinker Capital Securities. Orion Portfolio Solutions serves 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 three delivery platforms and supports a large client base with a focus on portfolio management and technology-enabled services.

Jackson Clark is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Envestnet Inc., Florida Financial Advisors, and various positions outside the financial sector, including experience in construction and hospitality. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions through multiple delivery platforms. The firm supports approximately 198 advisors and over 185,000 client relationships, managing about $64.8 billion in assets.

Michael Richards is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Vanguard Group, Brinker Capital Securities, and Orion Advisor Technology. Outside of finance, Richards has experience in the hospitality industry and operates a landscaping business. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions supported by a technology-enabled platform, managing approximately $64.8 billion in assets across nearly 200 advisors and over 185,000 client relationships.

Michael Jeffries is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera, Summit Brokerage Services, and Brinker Capital Securities. Jeffries is based in Omaha, NE. 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, offering a range of platforms and services including separately managed accounts, wealth advisory for high-net-worth clients, and technology-enabled custom indexing.

Cedric Louit is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 65 credential. He has been with Orion since 2026 and has prior experience at First Financial Bank and other firms. Outside of finance, he was involved with Moon Ripple Media from 2021 to 2023. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven and managed-account solutions and supports approximately 198 advisors with around $64.8 billion in assets under administration.

Paul Wick is a financial advisor with Orion Portfolio Solutions, LLC, holding the Series 65 and Series 66 designations and possessing nine years of industry experience. He has worked with Orion Portfolio Solutions and Orion Advisor Solutions since 2015 and was previously involved with Gemini Alternative Funds, LLC and Northern Lights Distributors, LLC. 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 approximately 198 advisors and over 185,000 client relationships with around $64.8 billion in assets under administration.