Orion Portfolio Solutions, LLC

Michael Forker is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at CLS Investments, LLC for 10 years before joining Orion Portfolio Solutions, LLC and Orion Advisor Solutions in 2022. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans and charitable organizations. The firm focuses on model-driven and managed-account solutions and operates multiple platforms to support a large client base and significant assets under administration.

Matthew Brewsaugh is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Brinker Capital Securities, Ross, Sinclaire & Associates, LLC, and a period of self-employment. Orion Portfolio Solutions primarily serves independent investment advisory firms and their end clients, along with retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions and supports roughly 198 advisors and over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Dylan Dwyer is a CFP® and CFA® credentialed advisor at Orion Portfolio Solutions, LLC with one year of industry experience. He previously worked at Brown Brothers Harriman & Co for five years and NBT Bancorp for three years. 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 approximately 198 advisors managing over $64 billion in assets.

William Wostoupal is a financial advisor at Orion Portfolio Solutions, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brinker Capital Securities and Northstar Financial Services Group. Outside of advisory work, he is a co-owner of two real estate investment companies where he performs limited administrative duties. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering technology-enabled portfolio management and integrated platform services across approximately 198 advisors and over 185,000 client relationships.

Mike Yasin is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on empowering clients to pursue their financial goals through personalized planning and emphasizes effective communication and relationship-building. Prior to his current position, Mike worked in Sales and Relationship Management at BNY Mellon from 2011 to 2024. His professional experience spans wealth accumulation and preservation, guiding individuals and families through financial planning processes. Mike holds a California Insurance License. Outside of his professional work, he engages in family activities, fitness, music, photography, running, and scuba diving.

Jamie Rottinghaus is a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE, holding Series 65 and Series 66 licenses with seven years of industry experience. His work history includes roles at Orion Advisor Technology and CNB Custody. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate and institutional sponsors, managing approximately $64.8 billion in assets across three delivery platforms. The firm emphasizes model-driven and managed-account solutions, combining technology-enabled offerings with high client counts and assets per advisor.

Benjamin Vaske is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Orion Portfolio Solutions, LLC since 2021 and previously held positions at Blue Cross Blue Shield of Nebraska, Econic, LLC, 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 corporate and institutional sponsors. The firm offers model-driven and managed-account solutions, sub-advisory services, and technology-enabled portfolio management, supporting approximately 198 advisors and over 185,000 client relationships.

Kylee Beach is a financial advisor at Orion Portfolio Solutions, LLC with 12 years of industry experience. She holds the Series 65 designation and has worked with Northstar Financial Services Group, LLC and Orion Advisor Solutions, 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 a large client base and providing specialized portfolio management and platform services.

Isabella De Simone is a financial advisor at Orion Portfolio Solutions, LLC with one year of industry experience and holds a Series 65 designation. Her background includes roles at Sei and Bucknell University, along with ongoing self-employment as a babysitter since 2014. 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, supporting about 198 advisors and more than 185,000 client relationships with approximately $64.8 billion in assets under administration.

Natalie James is a financial advisor with Orion Portfolio Solutions, LLC in Omaha, NE, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Brinker Capital Securities, Orion Advisor Technology, and TDAmeritrade. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports a large client base with technology-enabled portfolio management services.

Brian Towner is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He has held roles at Brinker Capital Securities since 2019 and has been with Orion Portfolio Solutions since 2014. His credentials include Series 63 and Series 66 licenses. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, including retirement plans, charitable organizations, 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.

Mark Soukup is a financial advisor at Orion Portfolio Solutions, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brinker Capital Securities LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. He is based in Omaha, NE. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and corporate and institutional sponsors. The firm offers model-driven and managed-account solutions through multiple delivery platforms, supporting approximately 198 advisors and over 185,000 client relationships.

James Dooling III is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 credential. He has experience at multiple firms including Principal Asset Management and Principal Financial Group. His background also includes roles at Pennsylvania State University and Brinker Capital Investments. 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 provides technology-enabled portfolio management and sub-advisory services.

John Hoffman Jr. is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Orion Portfolio Solutions, LLC in Omaha, NE. He has four years of industry experience, including prior work at KPMG LLP and an eight-year tenure at the University of Pittsburgh. 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 $64.8 billion in assets under administration.

Gabriella Gonzalez is a financial advisor at Orion Portfolio Solutions, LLC, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at Florida Financial Advisors and various positions outside the financial sector, including at Chick-fil-A and Target. 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 and supports approximately 198 advisors with about $64.8 billion in assets under administration.