Orion Portfolio Solutions, LLC

Michael Forker is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and 12 years of industry experience. He previously worked at CLS Investments, LLC for 10 years before joining Orion in 2022. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving a diverse client base including high-net-worth individuals, pension and municipal clients, and charitable organizations. The firm offers a range of portfolio management and advisory services supported by integrated technology and a comprehensive platform that includes retirement plan consulting, recordkeeping, and its own investment company.

Justin Nordstrom is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 designation and three years of industry experience. He has been with Orion Portfolio Solutions and its affiliate Orion Advisor Technology since 2013. Outside of his advisory role, Nordstrom manages a Christmas tree farm and owns a personal training partnership. Orion Portfolio Solutions, LLC offers portfolio management, model and strategist programs, sub‑advisory and co‑advisory services, and retirement plan recordkeeping. The firm serves a diverse client base including high-net-worth and non-HNW individuals, pension and municipal clients, and supports these through integrated technology and a range of investment vehicles.

Matthew Brewsaugh is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Brinker Capital Securities and Ross, Sinclaire & Associates, LLC, as well as self-employment. He is based in Omaha, NE. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates while serving approximately 186,000 clients through 73 advisors. The firm offers a range of portfolio management and advisory services, combining discretionary and non-discretionary investment options, and supports a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations.

Dylan Dwyer is a CFP® and CFA® currently with Orion Portfolio Solutions, LLC, bringing two years of experience in the financial industry. His prior roles include positions at Brinker Capital Investments, Brown Brothers Harriman & Co, and NBT Bancorp. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving a diverse client base that includes high-net-worth individuals, pension plans, and municipal clients. The firm offers a range of services including portfolio management, model and strategist programs, sub-advisory and co-advisory services, and retirement plan recordkeeping, supported by integrated technology and a comprehensive investment due diligence process.

William Wostoupal is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Brinker Capital Securities, Gemini Fund Services, Northstar Financial Services Group, and Northern Lights Distributors. Outside of his advisory work, he is a co-owner of two real estate investment companies where he performs occasional administrative duties. Orion Portfolio Solutions manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving a diverse client base that includes high-net-worth and non-HNW individuals. The firm offers portfolio management, model and strategist programs, sub-advisory and co-advisory services, as well as retirement plan recordkeeping, supported by integrated technology and a broad range of financial product solutions.

Trenton Funn is a financial advisor at Orion Portfolio Solutions, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Brinker Capital Securities and Fidelity Investments. Outside of finance, his background includes roles in education and marketing. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving approximately 186,000 clients through 73 advisors. The firm offers portfolio management, model/strategist programs, sub-advisory and co-advisory services, and retirement plan recordkeeping, catering to a broad range of client types including high-net-worth individuals, pension plans, and charitable organizations.

Jamie Rottinghaus is a financial advisor at Orion Portfolio Solutions, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Orion Portfolio Solutions since 2017, including a role at Orion Advisor Technology beginning in 2021, and previously at CNB Custody from 2016 to 2021. Orion Portfolio Solutions manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving a diverse client base including high-net-worth and non-HNW individuals through a range of portfolio management and advisory services. The firm offers integrated investment implementation using discretionary and non-discretionary strategies and supports a broad array of client types and services, including retirement plan consulting, charitable and corporate clients, and its own investment company.

Benjamin Vaske is a financial advisor with Orion Portfolio Solutions, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Orion Portfolio Solutions in 2021, he worked at Blue Cross Blue Shield of Nebraska and Econic, LLC, and was affiliated with the University of Nebraska - Lincoln. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving a diverse client base including high-net-worth and non-HNW individuals. The firm offers portfolio management, model and strategist programs, sub-advisory and co-advisory services, and retirement plan recordkeeping, with an investment approach that combines discretionary and non-discretionary options supported by an Investment Due Diligence Committee and integrated technology platforms.

Kylee Beach is a Series 65 licensed financial advisor with 12 years of industry experience, currently working at Orion Portfolio Solutions, LLC. She has held roles at Northstar Financial Services Group, LLC and Orion Advisor Solutions, LLC over the course of her career. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base and offers a wide range of services including portfolio management, model programs, sub-advisory and co-advisory services, and retirement plan recordkeeping. The firm serves a diverse client base, including high-net-worth individuals, pension and municipal clients, and supports its services with integrated technology and affiliated financial entities.

Isabella De Simone is a financial advisor at Orion Portfolio Solutions, LLC with one year of industry experience. She holds a Series 65 designation. Her background includes roles at Sei and academic experience at Bucknell University. Since 2014, she has also been self-employed as a babysitter. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving approximately 186,000 clients through 73 advisors. The firm offers a range of portfolio management and advisory services, including retirement plan recordkeeping, and supports diverse client types with integrated technology and a broad service platform.

Natalie James is a financial advisor at Orion Portfolio Solutions, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Brinker Capital Securities, Orion Advisor Technology, and TDAmeritrade. Orion Portfolio Solutions manages a multi-billion dollar asset base across pooled vehicles and institutional mandates while serving approximately 186,000 clients through 73 advisors. The firm offers a range of portfolio management and advisory services, including retirement plan recordkeeping, and supports diverse client types with integrated operations and trading technology.

Brian Towner is a financial advisor at Orion Portfolio Solutions, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Orion Portfolio Solutions since 2014, as well as at Brinker Capital Securities since 2021. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates, serving roughly 186,000 clients through 73 advisors. The firm offers portfolio management, model programs, sub-advisory and co-advisory services, and retirement plan recordkeeping, supporting a broad range of client types including high-net-worth individuals, pension plans, and charitable organizations.

Mark Soukup is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Brinker Capital Securities LLC, Northern Lights Distributors, LLC, and CLS Investments, LLC. Orion Portfolio Solutions, LLC offers portfolio management, model and strategist programs, sub-advisory and co-advisory services, and retirement plan recordkeeping. The firm serves a diverse client base including high-net-worth and non-HNW individuals, pension and municipal clients, and charitable and corporate entities, managing a multi-billion dollar asset base across pooled vehicles and institutional mandates.

James Dooling III is a financial advisor at Orion Portfolio Solutions, LLC with experience beginning in 2016 across multiple roles including positions at Principal Asset Management, Principal Financial Group, Brinker Capital Investments, and Pennsylvania State University. He holds a Series 65 credential and is based in Omaha, NE. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base serving approximately 186,000 clients through 73 advisors, offering portfolio management, model programs, sub-advisory services, and retirement plan recordkeeping. The firm serves a diverse client base including high-net-worth individuals, institutional accounts, and retirement plans, with investment approaches that include discretionary and non-discretionary strategies supported by integrated technology and a dedicated Investment Due Diligence Committee.

John Hoffman Jr. is a CFA® charterholder and holds a Series 65 license. He has four years of industry experience and currently works at Orion Portfolio Solutions, LLC, where he has been since 2021. Prior to joining Orion, he worked at KPMG LLP for three years and was affiliated with the University of Pittsburgh for eight years. Orion Portfolio Solutions, LLC manages a multi-billion dollar asset base across pooled vehicles and institutional mandates while supporting a large retail advisory footprint. The firm offers a range of investment services including portfolio management, model and strategist programs, and retirement plan recordkeeping, serving both high-net-worth and non-HNW clients through various advisory and wrap program arrangements.