Bison Portal

Welcome !

First Name:
Last Name:
Date of Birth:
Address:
Phone:
Email:
Rep ID:
Company Name:

Service your Existing Clients:

Conduct a money movement transaction (First or Third Party ACH, Check, Wire, or Journal). You can also close an account here.

Trade Request

Please note: Any trades requests received prior to 12PM ET will be implemented same day. Any trade requests received after 12PM ET will be implemented the next day.

Useful Links:

Fidelity's Wealthscape

Compliance and Regulatory Forms:

BW ADV Part II

BW Form CRS

BW Privacy Notice

BW Inv. Advisory Agr.

BW Compliance Manual

Advisors 2B

Investment Fact Sheets:

Bison Enterprise ETF

Bison Enterprise Estate

Bison Enterprise Endowm.

Bison Capital Defender

Bison CIO ETF

Bison CIO Estate

Bison CIO Endowment

Orion Troubleshooting:

Logging in to Client Portal

User Set Up

Give client access

Customize client portal

Benefits, Health, and Welfare:

Cigna (High Deductible)

Cigna ($500 Deductible)

Cigna Enrollment Form

Dental Enrollment <25hr

Dental Enrollment >25hr

Dental Benefits Instruction

Dental Online Access Help

Empower Guide 401k

Payroll:

ADP Direct Deposit

New Employee Info

Employee Handbook:

BW Handbook

BW Handbook Ack.

Onboarding Forms:

G4 Empl. Withholding (GA)

Background Check Auth.

Non-Advisor Checklist

Video Library:

Give Client Access to Orion Portal

Customize Client’s Orion Portal

Bison Holdings:

Ball, Brad

bball@bisonholdingsllc.com
770-350-8710

Boller, Justin

jboller@bisonholdingsllc.com
770-350-8712

Bruckert, Katie

kbruckert@bisonholdingsllc.com
770-350-8709

Delaney, Megan

mdelaney@bisonholdingsllc.com
256-572-4258

Fisher, Erin

efisher@bisonholdingsllc.com
770-853-9276

Johnson, Darby

djohnson@bisonholdingsllc.com
770-574-4575

Palmer, Scotty

spalmer@bisonholdingsllc.com

Parr, Aaron

aparr@bisonholdingsllc.com

Plourde, Gary

gplourde@bisonholdingsllc.com
386-337-1796

Welch, Peter

pwelch@bisonholdingsllc.com
770-350-8720

Bison Wealth Operations:

Amerson, Shae

samerson@bisonholdingsllc.com
678-338-1827

Brooks, Alex

abrooks@bisonwealth.com
470-634-6308

Carmel, Rachelle

rcarmel@bisonwealth.com
470-730-4627

Hemenway, Craig

chemenway@bisonwealth.com
404-835-1733

Patel, Parimal

ppatel@bisonwealth.com
205-915-8782

Petroskie, Marilyn

mpetroskie@bisonwealth.com
706-916-6610

Rice, Chuck

crice@bisonwealth.com
312-800-3183

Scaturro, Tom

tscaturro@bisonwealth.com
516-782-7152

Turner, Lashika

lturner@bisonwealth.com
404-400-5111

Bison Wealth:

Beason, Ted (LaGrange, GA)

tbeason@bisonwealth.com
706-756-1221

Busby, Megan (LaGrange, GA)

mbusby@bisonwealth.com
706-760-4861

Crawford, Kyle (LaGrange, GA)

kcrawford@bisonwealth.com
706-756-1258

Dempsey, Rebecca (LaGrange, GA)

rdempsey@bisonwealth.com
470-634-6594

Funk, Jim (Atlanta, GA)

jfunk@bisonwealth.com
404-418-7784

Grasty, William (Charlotte, NC)

wgrasty@bisonwealth.com
704-360-5060

Mangum, Mitsy (Atlanta, GA)

mmangum@bisonwealth.com
404-418-6360

Picardi, John (Kennesaw, GA)

jpicardi@bisonwealth.com
678-574-0080

Picardi, Sue (Kennesaw, GA)

spicardi@bisonwealth.com
678-574-0080

Roughen, John (Atlanta, GA)

jroughen@bisonwealth.com

Sampley, Rick (Atlanta, GA)

rsampley@bisonwealth.com
404-418-7814

Savarese, Ron (Atlanta, GA)

rsavarese@bisonwealth.com
404-418-7796

St. Marie, Dean (Brevard, NC)

dstmarie@bisonwealth.com
828-202-4559

Tracey, Joe (Sea Island, GA)

jtracey@bisonwealth.com
404-418-7769

Williams, John (Atlanta, GA)

jwilliams@bisonwealth.com
404-418-7771

Bison Wealth New York:

DiCostanzo, Robert

rdicostanzo@bisonwealth.com

Jamison, Holly

hjamison@bisonwealth.com
404-654-3457

Janco-Tupper, Patti

pjancotupper@bisonwealth.com
516-848-0708

Wuest Creavin, Becky

bwuestcreavin@bisonwealth.com
516-384-1711

Bison Wealth Philadelphia:

Creciun, Matt

mcreciun@bisonwealth.com
484-437-2244

Siegel, Rand

rsiegel@bisonwealth.com
215-565-6597

QTR Family Wealth:

Freeman, Mike

mfreeman@bisonwealth.com
407-901-2153

Hunter, Chad

chunter@bisonwealth.com
407-749-6432

Hunter, Wes

whunter@bisonwealth.com
407-745-1231

Jiles, Shawn

sjiles@bisonwealth.com
407-749-6527

Kunzelman, Whit

wkunzelman@bisonwealth.com
407-721-5433

Malaspine, Lisa

lmalaspine@bisonwealth.com
407-807-0097

Moss, Davia

dmoss@bisonwealth.com
407-595-5369

Capital Defender:

Martinez, Carolina

cmartinez@bisonwealth.com
509-961-8229

McGinnis, Brian

bmcginnis@bisonwealth.com
352-678-0950

Pagano, David

dpagano@bisonwealth.com
813-802-7368

Stratis, Evie

estratis@bisonwealth.com
727-804-9585

Guevara, Jacob

jguevara@bisonwealth.com
754-422-3973

Hansen, Ray

rhansen@bisonwealth.com
515-689-2417

Hethershaw, Ashley

ahethershaw@bisonwealth.com
515-333-5625

Marr, Eliot

emarr@bisonwealth.com
813-928-2040

Cowie, Kelly

kcowie@bisonwealth.com
515-333-4234

Garcia, Thomas

tgarcia@bisonwealth.com
352-238-5737

Goss, Matthew

mgoss@bisonwealth.com
352-262-7385

Guevara, Esteven

eguevara@bisonwealth.com
754-422-0926

Ahearn, James

jahearn@bisonwealth.com
631-834-3197

Beall, Michelle

mbeall@bisonwealth.com
352-585-6021

Chiarelli, Elio

echiarelli@bisonwealth.com
724-344-1420

Chapman, Karen

kchapman@bisonwealth.com
515-333-4234

Liquid Strategies:

Allen, Connor

callen@lsfunds.com
770-574-8713

Dimaccio, Dominic

ddimaccio@LSfunds.com

Gibson, Shawn

sgibson@lsfunds.com
770-350-8714

Lill, Andrew

alill@lsfunds.com
770-350-8725

Stewart, Adam

astewart@lsfunds.com
770-350-8715

Wernick, Seth

swernick@lsfunds.com
404-418-7783

Portal Feedback

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Advisor Code

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Advisor Name

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Advisor Email

Request Type(Required)

Feature Issue is defined as A feature is not functioning as intended. ie: Broken forms, errors in the portal, Data flow / automation between systems is disrupted, or, generally, a system functionality not working properly.

Use when: Something that previously worked is now broken or producing errors

Feature Request is defined as A request for new functionality or enhancement. ie: Adding new tools, modifying workflows, or improving existing features.

Use when: The functionality does not currently exist or needs improvement

Data / Access Request is defined as A request for information or system access. ie: Pulling backend data, locating records, updating user permissions, or retrieving reports.

Use when: No issue exists, but assistance is needed to access or retrieve information

Other is defined as Any request that does not clearly fit the above categories. ie: General questions, edge cases, or unclear requests.

Use when: The request does not align with a defined category

Priority(Required)

Critical is defined as Immediate response required. ie: System down, client-facing outage, or revenue-impacting issue.

Resolution target: within 6 business hours

High is defined as Significant impact to operations. ie: Major functionality issue where a workaround may exist but efficiency is materially reduced.

Resolution target: within 12 business hours

Medium is defined as Moderate impact. ie: Issue affects workflow or efficiency but does not block core operations.

Resolution target: within 24 business hours

Low is defined as Minor issue or general request. ie: Enhancements, cosmetic issues, or non-urgent support requests.

Resolution target: greater than 24 business hours, typically within a few business days

Feature Issue Information

Specific Client Name on which the issue has occurred(Required)

Location where the issue was noticed(Required)

Description of Issue(Required)

Expected Behavior(Required)

Feature Request Information

Feature Name

Business Purpose / Goal of this Request

Who is this request for?

Please list the other members / the team for whom this request should be implemented

Is there a specific due date for this request?

Yes

Specific Due Date

Describe the request in detail

Data Access Information

Specific Client Name (s)

Data Location

What specifically is needed?

Additional Information

Comments

Supporting Files

Drop files here or

Max. file size: 2 GB.

Bison Portal

Your Profile

Welcome !

Service Requests

Service your Existing Clients:

Marketing

Purchasable Promo Items:

Printable Material:

Templates:

Marketing Tools:

Client Resources

Forms and Investment Management:

Banking and Lending (CitiBank) :

Practice Resources

Useful Links:

Compliance and Regulatory Forms:

Investment Fact Sheets:

Orion Troubleshooting:

Benefits, Health, and Welfare:

Payroll:

Employee Handbook:

Onboarding Forms:

Video Library

Video Library:

Corporate Directory

Bison Holdings:

Bison Wealth Operations:

Bison Wealth:

Bison Wealth New York:

Bison Wealth Philadelphia:

QTR Family Wealth:

Capital Defender:

Liquid Strategies:

Portal Feedback

Feature Issue Information

Feature Request Information

Data Access Information

Additional Information