FTJ Fundchoice LLC

Orion Portfolio Solutions, formerly known as FTJ Fundchoice LLC, operates as a Limited Liability Company with 143 employees, 53 of which are advisory roles. While the number of clients served by the firm is unknown, its SEC status is currently Approved with a registration date of April 13, 2004.

• CORY JAMES KENDALL

  ELECTED MANAGER owns less than 5%

• DEAN WILLIAM COOK

  CHIEF EXECUTIVE OFFICER/ELECTED MANAGER owns less than 5%

• GREGORY JAMES RAWLINS

  CHIEF OPERATING OFFICER/ELECTED MANAGER owns less than 5%

• JOHN RUSSEL VANNEMAN

  ELECTED MANAGER owns less than 5%

• MARK DANIEL APPLEGARTH

  CHIEF FINANCIAL OFFICER/ELECTED MANAGER owns less than 5%

• MICHAEL WILFORD FORKER

  CHIEF COMPLIANCE OFFICER/ELECTED MANAGER owns less than 5%

• NORTHSTAR EYBA, LLC

  SOLE MEMBER owns 75% or more

• RYAN BRUCE BEACH

  PRESIDENT/ELECTED MANAGER owns less than 5%

• KYLE WILLIAM HIATT

  CHIEF REVENUE OFFICER owns less than 5%

• KYLEE MARIE BEACH

  GENERAL COUNSEL/SECRETARY/ELECTED MANAGER owns less than 5%

• ORION ADVISOR SERVICES, LLC

  SOLE MEMBER owns 75% or more

• RANDY THOMAS LAMBERT

  CHIEF OPERATIONS OFFICER owns less than 5%

• WILLIAM SAYLER WOSTOUPAL

  CHIEF OF STRATEGIC RELATIONSHIPS owns less than 5%

• CLARA ELIZABETH MADDOX

  ELECTED MANAGER

• ERIC REESE CLARKE

  ELECTED MANAGER

• JONATHAN RUSSELL BAUM

  ELECTED MANAGER

• MICHAEL ROY BURNS

  ELECTED MANAGER

• NORTHSTAR FINANCIAL SERVICES GROUP, LLC

  MEMBERS OWNING 100% owns 75% or more

• NORTHSTAR TOPCO, LLC

  SOLE MEMBER owns 75% or more

• TA ASSOCIATES XI GP, L.P.

  GENERAL PARTNER

• TA ASSOCIATES, L.P.

  GENERAL PARTNER

• TA XI NS AIV, L.P.

  MEMBER owns more than 50% but less than 75%

• TODD PATRICK CLARKE

  ELECTED MANAGER

• TODD RICHARD CROCKETT

  ELECTED MANAGER

• VERNON RICHARD BARBACK

  ELECTED MANAGER

• van Leeuwen & Associates Inc
• Cardinal Strategic Wealth Guidance LLC
• Spectrum Financial Alliance Ltd LLC
• OWEN Larue LLC
• MERIDIAN WEALTH MANAGEMENT, LLC
• ES BARR & Company
• Reliant Wealth Planning LLC
• TODD Asset Management LLC
• Ramsey Quantitative Systems Inc
• Alexander Investment Services Co

• NorthStar Financial Agrees to Acquire FTJ FundChoice
• New Survey Finds Majority of Advisors Unhappy with Their Firm’s Front and Back Office
• FTJ FundChoice Now Offers the Full Suite of American Funds Model Portfolios