Justin Roberto is a financial advisor at Beacon Freedom Advisory, LLC with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Tesfaye O'Neill Financial LLC and Colonial Wealth Strategies. Outside of advising, Roberto is a PGA professional who coaches the William and Mary women’s golf team and serves as president of a nonprofit networking group that donates all funds to charity. He also co-founded a business coaching seminar called Biz Academy 360. Beacon Freedom Advisory provides portfolio management, comprehensive financial planning, and retirement consulting to individuals, high-net-worth clients, and charitable organizations. The firm acts as a co-advisor with Matson Money, utilizing asset-allocation models for investment management while offering tailored planning services and periodic client reviews.

Nicholas Winters is a financial advisor at Beacon Freedom Advisory, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Bull Harbor Capital and Pacific Advisors. Beacon Freedom Advisory provides portfolio management, comprehensive financial planning, and retirement consulting to individuals, high-net-worth clients, and charitable organizations. The firm co-advises with Matson Money to deliver investment management primarily through asset-allocation models and mutual fund series, supplementing these with planning services and client education.