NOVEMBER 2015

CONTENTSADVISOR SPOTLIGHTRyon Beyer

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5EVENTS

INSIDE ORIONDavid Chadwick

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INTEGRATION SPOTLIGHT

10 IN CASE YOU MISSED IT

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ADVISORSPOTLIGHT

Q: Location

A: Northern Virginia

Q: One word that describes how you work

A: Thoughtfully

Q: Why did you decide to join the RIA industry?

A: My first job out of school was with a major wire house. It didn’t take long to witness the ethical

differences between wire houses and RIAs. And for me, being with a singly registered fee-only RIA

was the only way to go.

Q: What do you enjoy most about working with your clients?

A: Listening and learning about their unique experiences and needs. We have a fascinating mix of

clients with complex wealth management issues where we can add significant value; there’s never

a dull moment.

Ryon Beyer

Q: Current position & company

A: Co-Founder & COO of Hemington Wealth Management

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Q: What is your favorite app?

A: Of course it’s Orion Connect...., but otherwise I enjoy the reading Wall Street Journal on my phone

every night to unwind.

Q: What do you do to unwind when not working (in other words, what are some of your hobbies)?

A: Cooking and gardening. If I had to switch careers I would love to go to cooking school in Lyon and

open a single table restaurant.

Q: What is your favorite type of music?

A: Anything but Top 40.

Q: Tell us about some of your favorite books, or what you are currently reading?

A: Of My favorite books of all time are; “Atlas Shrugged”, “The Stranger”, “The Sun Also Rises”, and “The Fantastic Mr. Fox” - I can’t wait to read this last one to my son. I’m currently reading, “The White Man’s Burden”.

Q: What is one thing you can’t do without at work?

A: Great team members.

Q: What are the top three essential tools in your workspace?

A: Effective communication, a clear vision & roadmap, and a dedicated and engaged team.

Q: What is the best advice you’ve ever received?

A: I’ve been fortunate to have great mentors and colleagues whose advice I still seek. But if there’s one

prevailing piece of advice it would be to, in all aspects of your life, surround yourself with intelligent

and interesting people. As this relates to work, never be afraid to hire people who are more talented

than you are, properly incent them, and get out of their way.

Q: Where do you see this industry going in the next five years?

A: Smaller firms that complete on price and focus on investment management only will face steep

competition. The firms that offer true wealth management and swim upstream will continue to thrive

and remain profitable.

Want to be featured in our Advisor Spotlight or know someone who should? Contact Orion’s marketing team at johnny@mineralinteractive.com for more information.

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EVENTS

Nov 10-13

Schwab IMPACT 2015Boston, Massachusetts

Nov 11-12

Orion Tech Lab Omaha, Nebraska

Nov 4-5

Orion Tech LabOmaha, Nebraska

Nov 2-4

T3 Enterprise Conference 2015Weston, Florida

Dec 2-3

Orion Tech LabOmaha, Nebraska

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INTEGRATIONSPOTLIGHT

As a follow-up to Fuse 2015, we’re excited to announce the

Fuse 2015 Award Winners Spotlight series. Each month,

we’ll host a new webinar featuring one of the award-

winning firms at this year’s Fuse.

Each event will be hosted and moderated by Bill

Winterberg and will include a Question-and-Answer time

with the integration partner so you can get your questions

answered about their Fuse development project.

We have a few events already scheduled, and more will be

announced soon. Keep a look out for registration as each

event date draws closer, or check orionadvisor.com/events

for all the latest information on all of our webinars and

conference attendances.

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November 17

December 8

January 12

More Coming Soon!

Fuse 2015 Award Winners Spotlight Series

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JunxureBest Automated Workflow Improvement

RiskalyzeBest End Client Experience

Citrix SharefileMost Convenient Client Improvement

NSR InvestMost Promising Prototype

AdvisoryWorldBest Use Of Orion’s Aggregation Tools

RedTailBest Use Of The Orion API

SagaciousBest Thing Orion Should Have Done Years Ago

Cara Heacock (Blu Giant) Hardest Working Minion

Matt West (cleverDome) &

John Dayton (Vestorly)Last Developers Standing

RedTailBest Advisor Productivity

PrairieSmarts Best UI Done At Fuse

Best In Show

TRX

Best In Show

RIAInABox

Fuse 2015 was hosted by Orion and

sponsored by Wealth Access, Junxure, 

TRX, Blu Giant, and Redtail.

AWARD WINNERS

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INSIDEORION

Q: How long have you been here?

A: Ten years.

Q: What would you say you do here?

A: I contribute to the development of Orion Connect. Specifically, I am focused on the user interface

portion of Orion Connect.

Q: How many different positons have you had at Orion and what were they?

A: Two. I started as a developer and then became a manager.

Q: What’s your favorite thing about working here?

A: The opportunity, support, and creative freedom to ‘swing for the fences’ to create software that can

move the needle in our industry.

David Chadwick

Q: What’s your current job title?

A: User Experience Manager

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Q: What was your first job?

A: Painter.

Q: What’s your favorite movie?

A: Caddyshack

Q: What’s your favorite book?

A: The Complete Calvin and Hobbes

Q: What do you enjoy doing outside of work?

A: Playing hockey.

Q: What is your favorite article of clothing?

A: Zip up hoodie.

Q: R&B, Blues, Slow Jams, or Hip Hop. You can only choose one.

A: Hip Hop

Connect with your Service Teamfor Solutions to Empower You!We are excited for the upcoming Tech Labs! Contact your Account Manager for registration instructions. Here are the dates for the 2015 Tech Labs as well as the Tech Lab daily schedule:

• November 4-5 - FULL

• November 11-12 - FULL

• December 2-3 - FULL

Limited attendance – each session is capped at 25 attendees

Day One:LunchTechnology UpdateOne-on-one Meetings & Flex

TimeDinner at Lazlo’s Brewery & Grill

Day Two:Group Discussions & Idea SharingOne-on-one MeetingsLunch & Departures

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Orion’s parent company, NorthStar Financial

Services Group, LLC is expanding its Omaha,

Nebraska campus, where the headquarters for

Orion’s operations is located. The new expansion

is comprised of a 45,000 square-foot building.The

space will include seating for 300-350 employees,

access to running trails, shower and locker rooms,

and views of the area’s beautiful Zorinsky Lake

and Recreation Area, providing the opportunity

to further expand and develop the subsidiaries, as

well as cultivate collaborative spaces that can be

used to host events for both the financial services

industry and local business community.

The expansion is expected to be completed in

spring of 2016.

New Building Update at the Orion HQIN CASE YOU MISSED IT

“The corporate culture and structure of all NorthStar subsidiaries is a function of this vibrant community,” added Eric Clarke, CEO of Orion Advisor Services, LLC, a NorthStar subsidiary. “Within the walls of our campus and beyond, we’re lucky to surround ourselves with visionaries who push the boundaries and challenge each other to make waves throughout the broader financial services industry.”

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