Strategic Partners

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Ameritas Advisory Services, LLC (AAS) is a Registered Investment Advisor with the Securities and Exchange Commission (SEC); and Ameritas Investment Company, LLC (AIC) is a Registered Broker/Dealer with the SEC.  Both AAS and AIC are members of the Financial Regulaory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).


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National Financial Services LLC

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services.*


Fidelity Institutional Asset Management

Fidelity Institutional Asset Management is one of the largest investment management organizations serving the U.S. institutional marketplace.* It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals; it also works with institutions and consultants to meet their varying and custom investment needs.

*Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $11.1 trillion, including managed assets of $3.9 trillion, as of December 31, 2021.





Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with more than 365 offices and 12.1 million active brokerage accounts, 1.7 million corporate retirement plan participants, 1.4 million banking accounts, and $3.77 trillion in client assets as of September 30, 2019. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products.







The Orion companies deliver a range of innovative financial technology, investment, and support solutions that empower firms of any shape or size to realize their vision for success.