A complete list of active advisors currently associated with Orion Portfolio Solutions, LLC

Warmer can help you find a great advisor at Orion Portfolio Solutions, LLC or one who fits your needs even better.

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 operates three delivery platforms (OPS, Brinker Capital Investments, and Orion WealthTech Solutions) and reports about $64.8 billion in assets under administration, supporting roughly 198 advisors and more than 185,000 client relationships. The firm’s work centers on model-driven and managed-account solutions: Strategist models, separately managed accounts, a dedicated Wealth Advisory service with an assigned portfolio manager for high‑net‑worth households, and a technology-enabled Orion Custom Indexing offering. Orion also provides sub‑advisory, outsourced trading and billing services and uses an affiliated technology portal (Orion Tech/Orion Investment Portal) to distribute third‑party and proprietary models and to implement tax‑aware portfolio transitions and risk‑budgeted allocations. Compared with many large platform firms, Orion stands out for a very high client count and asset level per advisor (well over 900 clients and more than $300 million of AUM per advisor), and for advising investment companies via its Des na ons Funds. It also makes banking and lending solutions, securities‑backed lines, and private‑placement access available through integrated third‑party platforms, while operating from a small number of offices and focusing on portfolio management and platform services rather than a standalone financial‑planning business.

To learn more about the advisors currently working at Orion Portfolio Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Orion Portfolio Solutions, LLC's office locations.

Name	Location	Years of experience
Ryan Alderman	Omaha, NE	2
Gregory Allison	Omaha, NE	11
Christopher Andrews	Omaha, NE	4
Tucker Arnett	Omaha, NE	2
Charles Aronica IV	Omaha, NE	14
Angelo Atenco Torres	Omaha, NE	0
Mark Audrain	Omaha, NE	7
Brandon Barahona	Omaha, NE	4
Naveed Basri	Omaha, NE	10
Dawn Batho	Omaha, NE	24
Kylee Beach	Omaha, NE	12
Noreen Beaman	Omaha, NE	31
Braden Beiermann	Omaha, NE	2
Zachary Bereznak	Omaha, NE	7
Ryan Berges	Omaha, NE	18
Todd Bertucci	Omaha, NE	7
Jamie Blair	Omaha, NE	9
Tyler Blair	Omaha, NE	5
Kyle Booras	Omaha, NE	13
Christopher Bosse	Omaha, NE	12
Nicholas Boylan	Omaha, NE	19
Aidan Boyle	Omaha, NE	4
Matthew Breunig	Omaha, NE	5
Matthew Brewsaugh	Omaha, NE	8
John Browning	Omaha, NE	15
Mcbee Butcher Jr.	Omaha, NE	25
Ashley Calabretto	Omaha, NE	12
Jeffrey Canfield Jr.	Omaha, NE	4
Jeffrey Carne	Omaha, NE	9
Meghan Castinado	Omaha, NE	12
Kevin Cave	Omaha, NE	3
Jacob Childers	Omaha, NE	9
Tammy Christensen	Omaha, NE	24
Jackson Clark	Omaha, NE	1
Eric Clarke	Omaha, NE	29
Todd Clarke	Omaha, NE	33
Phillip Colling	Omaha, NE	3
Avery Cook	Omaha, NE	27
Madelyn Corcoran	Omaha, NE	3
Riley Coy	Omaha, NE	5
Julia Daly	Omaha, NE	0
Colin Danahy	Omaha, NE	2
Cade Denazario Akers	Omaha, NE	11
Isabella De Simone	Omaha, NE	1
Anthony Di Mona Jr.	Omaha, NE	13
William Dixon	Omaha, NE	0
Ryan Donovan	Omaha, NE	1
James Dooling III	Omaha, NE	0
Ryan Dressel	Omaha, NE	1
Dylan Dwyer	Omaha, NE	1
Mickey Ellison	Omaha, NE	25
Joseph Eplite	Omaha, NE	3
Nicholas Fabiano	Omaha, NE	5
Brian Ferko	Berwyn, PA	29
Patrick Ferrer	Omaha, NE	8
Spencer Fleming	Omaha, NE	11
Michael Forker	Omaha, NE	12
Chad Fox	Omaha, NE	7
Benjamin Frantz	Omaha, NE	5
Michael Frascone	Omaha, NE	26
Gene Frerichs	Omaha, NE	27
Jessica Garcia Navarro	Omaha, NE	0
Bryan Gelster	Omaha, NE	12
William Girton	Omaha, NE	6
Andrew Glaser	Omaha, NE	12
Andrew Goins	Omaha, NE	11
Maximiliano Gomez Guzman	Omaha, NE	1
Gabriella Gonzalez	Omaha, NE	4
Daniel Gorman	Omaha, NE	16
Robert Gregory	Berwyn, PA	4
Bryant Grimminger	Omaha, NE	4
Emily Gross	Omaha, NE	20
Brittney Hageman	Omaha, NE	9
Kyle Hahn	Berwyn, PA	3
Alexander Hall	Omaha, NE	6
Erik Hardin	Omaha, NE	13
Christopher Hart	Omaha, NE	24
Ashley Heinzman	Omaha, NE	1
Michael Ann Henne	Omaha, NE	0
Jose Herrera	Omaha, NE	9
Eric Hoff	Omaha, NE	1
John Hoffman Jr.	Omaha, NE	4
Timothy Holland	Berwyn, PA	13
Sean Hollingshead	Omaha, NE	12
Christopher Horan	Omaha, NE	13
Kyle Hosch	Omaha, NE	7
Molly Housand	Omaha, NE	18
Joel Hurst	Omaha, NE	3
Andrea Iseminger	Omaha, NE	19
Libin Jacob	Omaha, NE	10
Natalie James	Omaha, NE	11
Michael Jeffries	Omaha, NE	18
Austin Johnson	Omaha, NE	3
Brendan Jones	Omaha, NE	4
Ryan Karch	Omaha, NE	1
Shaun Kardell	Omaha, NE	12
Alexandra Katz	Omaha, NE	0
Robert Keller	Omaha, NE	0
Gina Kenney	Omaha, NE	3
Gregory King	Omaha, NE	4
Timothy Koester	Omaha, NE	4
Karina Kovalcik	Omaha, NE	0
Nicole Kramer	Omaha, NE	4
Justin Kullman	Omaha, NE	23
Joseph Larsen	Omaha, NE	2
Brett Leach	Omaha, NE	15
Sharlyn Leh	Omaha, NE	15
Michael Lenge	Omaha, NE	9
Malcolm Leslie	Omaha, NE	21
Brian Libby	Omaha, NE	11
Shannon Link	Omaha, NE	4
Cedric Louit	Omaha, NE	0
Robert Luckey Jr.	Omaha, NE	6
Benjamin Maniscalco	Omaha, NE	8
Joseph Mannschreck	Omaha, NE	5
Emanuel Marshall	Omaha, NE	28
Christopher Martin	Omaha, NE	7
Stewart Martin	Omaha, NE	24
Daniel Mattern	Omaha, NE	0
Gerald Matzke III	Omaha, NE	9
Nolan Mauk	Omaha, NE	2
Denis Mc Cartan	Omaha, NE	2
Denis Mccartan	Omaha, NE	24
Natalie Mc Carty	Omaha, NE	2
Walter Mcclennen III	Omaha, NE	21
Seth Mccune	Omaha, NE	5
Connor Mcdonald	Omaha, NE	3
Matthew Mileski	Omaha, NE	14
Christopher Monroe	Berwyn, PA	4
Brian Morgan	Omaha, NE	12
Frank Nickel III	Omaha, NE	29
Trevor Noble	Omaha, NE	11
Timothy Noe	Omaha, NE	5
Hector Ortiz III	Omaha, NE	21
Jacob Orton	Omaha, NE	3
Christopher Owens	Omaha, NE	0
Nathan Pavao	Omaha, NE	4
Michael Paz	Omaha, NE	4
Lisa Pekny	Omaha, NE	12
Andrei Petre	Omaha, NE	7
Dillon Philmon	Omaha, NE	5
Ronald Pruitt	Omaha, NE	17
William Glenn Ragle	Omaha, NE	34
Benjamin Rawlings	Omaha, NE	3
Kira Reitz	Omaha, NE	18
Shannon Reynolds	Omaha, NE	2
Michael Richards	Omaha, NE	4
Marcus Ringo	Omaha, NE	2
Francisco Rodriguez Morales	Omaha, NE	8
Christopher Romano	Omaha, NE	16
Mili Rosen	Omaha, NE	1
Andrew Rosenberger	Omaha, NE	20
David Rosenblum	Omaha, NE	13
Jamie Rottinghaus	Omaha, NE	7
Danielle Ruiz Vela	Omaha, NE	8
Jamie Ryan	Omaha, NE	9
Thomas Sampson	Omaha, NE	3
Eric Sanders	Omaha, NE	9
Brittany Saunders	Omaha, NE	2
Grant Saunders	Omaha, NE	10
Carson Scharff	Omaha, NE	2
Kent Schroeder	Omaha, NE	16
Matthew Schuster	Omaha, NE	0
Jeffrey Schwantz	Omaha, NE	0
Alyssa Seidl	Omaha, NE	9
Richard Seitz	Omaha, NE	20
Edward Sempek	Omaha, NE	6
Dylan Shelman	Omaha, NE	0
Sean Sheridan	Omaha, NE	9
Jason Shevland	Omaha, NE	23
Raymond Shirley	Omaha, NE	5
Mark Soukup	Omaha, NE	33
Isaac Staat	Omaha, NE	6
William Stinnett III	Omaha, NE	1
Brian Storey	Omaha, NE	8
Preston Suttmiller	Omaha, NE	6
Marc Tobias	Omaha, NE	30
Brian Towner	Omaha, NE	13
Trevor Truax	Omaha, NE	0
Jason Turesky	Omaha, NE	8
Courtney Turner	Omaha, NE	13
Cody Ulland	Omaha, NE	10
Tyler Vacek	Omaha, NE	3
Benjamin Vaske	Omaha, NE	5
Michael Vitallo Jr.	Omaha, NE	21
Kevin Von Seggern	Omaha, NE	8
Steven Walton	Omaha, NE	7
Neisha Watson	Omaha, NE	11
Natalie Webert	Omaha, NE	10
Paul Wick	Omaha, NE	9
Blake Williams	Omaha, NE	6
Thomas Wilson	Omaha, NE	29
Michael Wostoupal	Omaha, NE	5
William Wostoupal	Omaha, NE	32
Michael Yasin	Omaha, NE	23
Mark Yoder	Omaha, NE	8
Mary Yost	Omaha, NE	0
Ryan Zegers	Omaha, NE	3

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