I am a seasoned financial advisor with over 18 years of experience in helping clients achieve their financial aspirations. My interest in financial planning was inspired by witnessing the effects of the financial crisis on my family. My upbringing, alongside a profoundly disabled brother, instilled in me a deep sense of empathy and a commitment to assisting those in need. These formative experiences have shaped my dedication to guiding individuals through complex financial challenges with precision and care. A graduate of the University at Albany (SUNY), I have built a thriving practice focused on personalized service and innovative solutions. My approach emphasizes risk management, portfolio diversification, and long-term financial security, empowering clients to confidently navigate today's ever-changing financial landscape. I hold several industry licenses and designations, including Series 7, 24, 63, and 66 exams, Licensed Insurance Agent, and Accredited Investment Fiduciary (AIF®). I live in Long Island, New York, with my wife, two children, and dog. Securities offered through Simplicity Investments. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Rosefinch Investment Advisors, Inc. is not affiliated with Simplicity

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Elizabeth Megret De Serilly Detigny is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, and Deloitte. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized portfolios that combine third-party managed models, mutual funds, ETFs, individual equities, and fixed income. The firm is notable for its formal pension-transfer services for U.K. nationals, including coordination with U.K. trustees and platforms and managing FCA-required suitability processes.

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Christopher Thornton is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Beacon Global Advisor Network, LLC and Paratus Wealth Ltd. since 2025, and previously held roles at Blacktower Financial Management (US) LLC, Blacktower Cayman, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a range of investment vehicles and third-party model managers.

James Rayburn is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 license and three years of industry experience. He is the owner and principal of The Wealth Genesis, a firm providing wealth management services to clients in the European Union. His prior experience includes work at Harrison Brook Ltd. and running Rayburn Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized portfolios that often include third-party managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives with varied service and compensation arrangements.

Giuseppe Riggi is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Carlton Group, Prudential, Equitable Advisors, Truist Investment Services, and Morgan Stanley. Outside his advisory role, he serves as a U.S. Private Wealth Manager at Chase Buchanan USA, focusing on wealth management for expatriates and U.S.-connected individuals, and holds a Vice President position at Max Benjiman Partners, where he works on real estate capital advisory. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts with customized portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income. The firm provides specialized pension-transfer services for U.K. nationals and operates as a network of independent representatives offering layered service arrangements.

Bennett Linsky is a financial advisor at Beacon Global Advisor Network, LLC, holding a Series 65 designation with one year of industry experience. His previous roles include positions at Rosefinch Investments, Brite Investments USA, LLC, and Touchstone Advisory, LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a combination of mutual funds, ETFs, individual equities, and fixed income.

Matthew Doherty is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at several firms including Brite USA, Rosefinch Investment Advisors, Lawson Wealth, and The Leaders Group Inc. Outside of his advisory roles, he serves as a senior equity partner at Rosefinch Investment Advisors, managing client pensions in both the USA and UK. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and dedicated pension-advice services for U.K. expatriates. The firm’s approach includes customized portfolios that utilize third-party managed models and various investments, with a notable capability in formal pension transfers for U.K. nationals.

Eric Lind is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. Prior to joining Beacon Global Advisor Network in 2022, he worked at deVere & Partners Switzerland SA starting in 2021 and took a personal leave from 2010 to 2021. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, utilizing a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Martin Jensen is a financial advisor at Beacon Global Advisor Network, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Jensen has worked at United Management Group since 2003, served at Niagara International Capital Limited in 2017, and at FDx Advisors, Inc. from 2001 to 2003. Outside of his advisory role, he is a managing partner at United Management Group and serves as managing director at Alliance Trust Company, overseeing business development and strategic initiatives. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm uses customized portfolios combining third-party managed models, mutual funds, ETFs, and individual securities, and provides a formal pension-transfer service for U.K. nationals that includes coordination with U.K. trustees and regulatory compliance.

Gareth Jones is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Rosefinch Investment Advisors, Brite Advisors USA, and deVere USA. Based in Atlanta, GA, he joined Beacon Global Advisor Network in 2026. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using various investment vehicles and provides specialized pension-transfer services for U.K. expatriates.

Darragh Gallagher is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. His career includes roles at Financial Services Network Ltd, Skybound Wealth Management, and Holborn Assets. He also has a longstanding involvement with Expat Financial Services and an independent mortgage solution business. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management and financial planning with a focus on U.K. expatriate pension transfers, utilizing various investment vehicles and third-party managed models.

Edward King is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, Blacktower Financial Management International Limited, and PWS Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Matthew Hunkele is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Brite Advisors USA, Inc., Touchstone Advisory, LLC, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets, offering discretionary portfolio management, modular financial planning, and retirement consulting with a focus on both non-high-net-worth and high-net-worth individuals.

Myles Davies is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Rosefinch Investment Advisors and Brite Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals, including coordination with U.K. trustees and handling FCA-required suitability processes.

Andrew Anello is a CFP® with 18 years of industry experience and is currently with Beacon Global Advisor Network, LLC. His prior roles include positions at Brite Advisors USA, Inc., DeVere USA INC., Transamerica Financial Advisors, MSI Financial Services, Inc., Citicorp Investment Services, and Morgan Stanley Dw Inc. Beacon Global Advisor Network, LLC serves individuals of varying net worth, businesses, pension and profit-sharing plans, and trusts by providing asset management, financial planning, retirement consulting, and specialized pension services for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, equities, and fixed income, with accounts typically managed on a discretionary basis through unified managed account platforms.

Amber Veronique is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Beacon Global Advisor Network in 2025, she worked at Leo Wealth, LLC and Private Capital Limited, as well as serving at The American International University in London. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using a mix of third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with specialized pension-transfer services for U.K. nationals.

Craig Murrin is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including BlackPoint Capital Partners, Beacon Global Advisor Network, GWM USA, and Globaleye International Wealth Solutions. In addition to his advisory role, he is also a licensed insurance agent. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing customized asset management, financial planning, and retirement consulting services. The firm is noted for its pension-transfer capabilities for U.K. nationals and offers a range of investment solutions using third-party managed models and unified managed account platforms.

Edward Deane is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Chase Buchanan, Brite Advisors, and Hoxton Capital Management. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored investment solutions using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.