Tim Holland

Part of Gt Polaris Holdings L P, Orion Advisor Solutions, Inc. is a premier provider of 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 private company is based in Omaha, NE. Orion supports more than 2,100 advisory firms with approximately $1.40 trillion in assets under administration and an additional $48 billion of combined platform assets on the open architecture tamp. The company's brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO, create 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. With the addition of Redtail and Orion OCIO, the combined platform services $3.80 trillion in assets under administration and $64.30 billion of wealth management platform assets.

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.

Part of Gt Polaris Holdings L P, Orion Portfolio Solutions LLC is a private company that provides investment advice. The company is based in Omaha, NE.

Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities.

Founded in 1994, Manley Asset Management LP (MAM) is a Chatham, New Jersey-based hedge fund manager

TAMRO Capital Partners LLC is a registered investment advisor located in Alexandria, Virginia. The firm was founded in 2000 with Alleghany Asset Management, Inc. Alleghany was bought by ABN AMRO Group in February 2001. In June 2007, TAMRO closed on a management-led buyout of the assets of the firm from ABN AMRO Asset Management Holdings, Inc. The current firm assumed the TAMRO name as successor to the original company. The employees of TAMRO now own a majority of the firm through equity participation in TAMRO Management LLC. Minority owners are Northern Lights Midco LLC, who helped finance the management-led buyout, and Stellate Partners LLC, an institutional sales and marketing firm. TAMRO's clients include individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, public funds, trusts, and limited partnerships. They offer advisory services to wrap sponsors, and provide model portfolio services to several UMA programs. TAMRO also acts as sub-advisor to several mutual funds.