Rusty Vanneman

Part of Gt Polaris Holdings, Inc., Orion Advisor Solutions, Inc. is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. The company is based in Omaha, NE. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets and supports over six million technology accounts and thousands of independent advisory firms. The company offers a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion is the platform of choice for growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge, and build strong, profitable businesses.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Consulting Group Advisory Services LLC (CGAS) is a registered investment adviser headquartered in Purchase, New York. The firm is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). CGAS provides investment advisory services to individual and institutional investors.

Upromise, Inc. engages in the provision of college savings plans and education programs while making everyday purchases in grocery and drug stores, gas stations, restaurants, hotels, and online shopping. The company was founded by Michael E. Bronner, Andre L. David, and Jeffrey J. Bussgang in 2000 and is headquartered in Newton, MA.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.