As Chief Investment Officer of Advyzon Investment Management (AIM), Brian Huckstep has helped shape one of the industry's most innovative investment management platforms, bringing institutional-grade portfolio construction, tax optimization, direct indexing, and model marketplace capabilities to advisors through a unified, advisor-friendly experience. Under Huckstep’s leadership, AIM expanded its Unified Managed Account (UMA) platform with scalable tax transition management, helping advisors transition complex portfolios more efficiently while minimizing tax impact and improving after-tax outcomes. AIM has also strengthened its investment ecosystem through innovations including the Nucleus Model Marketplace, Sphere manager-sponsored models, direct indexing capabilities, and strategic partnerships with leading institutions.