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 serves a broad client mix through intermediary relationships, providing portfolio management, reporting and administrative services to investment advisory firms and their end clients as well as direct wealth advisory services for high‑net‑worth investors. The firm operates two principal platforms (OPS and BCI) and offers programs that include Strategist models, separately managed accounts, Des na ons mutual funds, and proprietary oﬀerings such as Orion Custom Indexing and Tailored Allocation Portfolios. Orion primarily delivers advice and implementation via platform relationships—co‑advisory, solicitor and sub‑advisory arrangements—combining discretionary and non‑discretionary mandates, risk‑budgeted strategies, tax‑aware transitions, and access to third‑party Strategists. Its work is supported by an integrated technology and trading infrastructure (Orion Tech) that facilitates model delivery, trade processing and consolidated reporting for advisors and households. Compared with many enterprise peers, Orion maintains an unusually high number of clients per advisor and explicitly supports other investment advisory firms as clients (outsourced trading, sub‑advisory and model manager services). The firm also facilitates sales and delivery of other financial products through affiliated integrations and partners—for example, banking and lending solutions via Orion Cash and Credit/Up q and securities‑backed lending via TriState Capital, plus access to private placement distribution through CAIS—which creates a wider operational scope than a typical advisory platform.

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.

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

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