Reed Colley has spent over two decades building his career around the belief that more Americans deserve access to high-quality financial advice and that the human relationship at the center of that advice is worth protecting. He founded Black Diamond in 2003, co-founded Summit Wealth Systems in 2019 and became president of Orion in 2025 after Orion acquired Summit. Today he leads the firm's AI-native strategy across a platform serving thousands of independent advisory firms. Advisors spend roughly 60% of their day on non-advice work, stitching together data across disconnected systems. His response was Orion Denali AI, a connected intelligence platform unifying data, workflows and insights across systems advisors already use, so they spend less time hunting for context and more time serving clients.