Responsible for overseeing and communicating about the investment strategies at Orion Portfolio Solutions (turnkey asset management program) and Orion Advisor Technology (financial technology)

Responsible for overseeing and communicating about the strategies at CLS Investments, Orion Portfolio Solutions, and Orion Advisor Technology.

Responsible for leading CLS’s Portfolio Management and Investment Research Teams and overseeing all investment operations at CLS, including investment philosophy, process, positioning, and performance. Also responsible for internal and external communications regarding market environment and current investment strategies. Also part of management team for several mutual funds. Chairman of CLS Investment Committee.

CLS (www.clsinvest.com) is one of the largest independent third party money managers in the United States. CLS partners with more than 2,500 financial professionals and plan sponsors. *2020 WealthManagement.com ETF Strategist of the Year Winner*2019 ETF.com ETF Investor of the Year Winner*2018 WealthManagement.com ETF Strategist of the Year Winner*2018 4-Category Finalist for WealthManagement.com Industry Awards*2017 ETF.com ETF Investor of the Year Winner*2017 WealthManagement.com ETF Strategist of the Year Finalist*2016 WealthManagement.com ETF Strategist of the Year Winner*4-Time ETF.com ETF Strategist of the Year FinalistCLS Investments is part of Orion Advisor Solutions (formerly known as NorthStar Financial Services Group, LLC,) www.orion.com

The Nebraska Angels is an affiliate network of angel investors who primarily invest in high growth businesses in Nebraska and the greater Mid-West. For information on submitting a business plan or becoming an Angel, please visit www.nebraskaangels.org.

KIM was owned by E*TRADE Financial from 2005 to 2011. E*TRADE sold KIM to Advisor Investments in 2011.

* Portfolio Manager or Co-Portfolio Manager of Kobren Growth (KOGRX), a 5- or 4-Star Morningstar-rated fund during my tenure (8 years).* Co-Portfolio Manager of the hedge fund Alumni Partners from 2002 to 2005.* Managed Research Team* Managed Research Process* Regular communication with clients in direct meetings, presentations, commentary, and conference calls. * Active contributor to product development* Member of Kobren Insight Management Investment Committee

* Conducted regular presentations, webcasts and conference calls providing market outlooks and educational materials.* Wrote monthly commentary, plus special articles, for www.etrade.com* Member of ETCM Investment Policy Committee

* Member of Strategic Advisors, which managed a variety of investment products, including Portfolio Advisory Services. * Analyzed and recommended investment managers, which included conducting hundreds of interviews with investment personnel, in addition to utilizing a full suite of investment analytics.* Covered both equity and fixed income managers.

* Managing Analyst - managed product design, content and production for several products. Also responsible for managing analysts, including the training of all junior analysts. * Market Analyst -- responsible for covering a variety of markets ranging from fixed income to currencies* Product Manager - designed, created and managed real-time product analyzing energy markets.

Liason between factory foremen and finance department in Aircraft Engines division.