Brian Morgan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Orion Portfolio Solutions, LLC since 2019. His prior experience includes roles at Morgan Stanley from 2010 to 2017 and Advizr from 2017 to 2019. 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 with around $64.8 billion in assets under administration.

Anthony Di Mona Jr. is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at Brinker Capital Securities, Lincoln Financial Distributors, and DiMona Insurance Services. 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, supporting a large client base with over $64 billion in assets under administration.

Dillon Philmon is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 66 designation and five years of industry experience. His career includes roles at Orion Portfolio Solutions and Hidden Levers since 2021, as well as prior experience with MML Investors Services, Mass Mutual Life Insurance Company, Enterprise Rent-A-Car, SUNY Albany, and Hilton Parma Recreation. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, offering model-driven and managed-account solutions alongside technology-enabled portfolio management services. The firm administers approximately $64.8 billion in assets and supports nearly 200 advisors and over 185,000 client relationships.

Todd Clarke is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with firms including Northstar Financial Services Group, Northern Lights Distributors, and CLS Investments. Outside of financial advising, he manages a rental property management company. 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 approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Gerald Matzke III is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Orion Portfolio Solutions, LLC, having previously worked at Brinker Capital Securities, Lincoln Financial Advisors, and First Westroads Bank. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account strategies, supporting approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Karina Kovalcik is a CFA® charterholder with experience at Orion Portfolio Solutions, where she has worked since 2026. Prior to this, she held roles at Lockton Re and Chaikin Analytics. She is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions along with technology-enabled services. The firm supports a large client base across multiple platforms and focuses on portfolio management and platform services.

William Stinnett III is a financial advisor at Orion Portfolio Solutions, LLC with seven years of experience in the industry. He holds a Series 65 license and has worked previously at Citi Bank, Payless, and Old Navy. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors, providing model-driven and managed-account solutions through multiple delivery platforms. The firm supports a large client base and offers services including sub-advisory, outsourced trading, and technology-enabled portfolio management tools.

Robert Keller is a CFA® charterholder currently with Orion Portfolio Solutions, LLC. He has eight years of prior experience at Clark Capital and joined Orion in 2025. His background also includes time at Pacer ETFs and a brief period as a job seeker. 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, offering technology-enabled portfolio management and specialized services for high-net-worth households.

Brian Storey is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Orion Portfolio Solutions, LLC and has previously worked at Brinker Capital Investments, First Citizens Asset Management, and First Citizens Bank. 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 services including separately managed accounts, wealth advisory for high-net-worth households, and technology-enabled custom indexing.

Daniel Gorman is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at ENVESTNET Asset Management and Zacks Investment Management, among others. 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 and supports a high client count and asset level per advisor through a range of portfolio management and platform services.

Michael Wostoupal is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and five years of industry experience. He has been with Orion Portfolio Solutions since 2018 and previously worked at Starbucks from 2016 to 2018. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors through model-driven and managed-account solutions. The firm supports nearly 200 advisors with approximately $64.8 billion in assets under administration and offers a range of services including separately managed accounts, a Wealth Advisory service for high-net-worth households, and technology-enabled custom indexing.

Tammy Christensen is a financial advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her work history includes roles at Brinker Capital Securities, Cetera Advisors Networks, CWM, LLC, and Stockcross. 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 high client count and asset level per advisor through integrated portfolio management and technology platforms.

Sharlyn Leh is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Orion Portfolio Solutions, LLC and affiliated firms, having previously worked for AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. She is based in Omaha, NE. 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 approximately 198 advisors and over 185,000 client relationships with about $64.8 billion in assets under administration.

Eric Hoff is a Series 65 licensed advisor with Orion Portfolio Solutions, LLC, based in Omaha, NE, where he has worked since 2013. He has one year of industry experience. Outside of his advisory role, he works as an independent contractor for Uber Eats and serves as a youth basketball official. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans and institutional sponsors. The firm focuses on model-driven and managed-account solutions, supporting a large client base through technology-enabled portfolio management and related services.

Kyle Booras is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential with 12 years of industry experience. He has previously worked at Brinker Capital and Signal Advisors Wealth, LLC. Booras 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 approximately 198 advisors with over $64.8 billion in assets under administration.

Bryant Grimminger is a financial advisor at Orion Portfolio Solutions, LLC with the Series 65 designation and four years of industry experience. He has worked at Orion Portfolio Solutions and Orion Advisor Solutions since 2018 and previously held roles at Facts Nelnet Business Solutions and the University of Nebraska–Lincoln. 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 a range of services including strategist models, separately managed accounts, and technology-enabled custom indexing.

Jacob Childers is a Series 65-licensed financial advisor at Orion Portfolio Solutions, LLC, with nine years of industry experience. He has been with Orion Portfolio Solutions since 2010, totaling 16 years at the firm. 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, sub-advisory and outsourced services, and supports a large client base with advanced technology platforms.

Braden Beiermann is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and two years of industry experience. He previously worked at Sandhills Global and held roles at Wisconsin Lutheran College and Nebraska Lutheran before joining Orion. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets under administration and supports around 198 advisors with over 185,000 client relationships.

Brian Libby is a CFA® charterholder with 11 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Oppenheimerfunds. His background includes positions at Orion Advisor Technology and Brinker Capital Investments. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors by offering model-driven and managed-account solutions, including separately managed accounts and a technology-enabled custom indexing platform. The firm supports a large client base with a focus on portfolio management and integrated platform services.

Kevin Von Seggern is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. His prior roles include positions at Brinker Capital Securities, CDG, Inc., and FBL Financial Group. Outside of his advisory work, he is involved with a family farm and has invested in land development on a golf course. 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, providing portfolio management, sub-advisory services, and technology-enabled offerings for a large client base and substantial assets under administration.