Kurt Haugen is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. He is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced CIO services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Catherine Jenson is a CFP® professional with 11 years of experience in the financial advisory industry. She is currently with Beacon Pointe Advisors, LLC and has held previous roles at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial. Jenson is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

John Riecke is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Northstar Investment Advisors before joining Beacon Pointe in 2021. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base including individuals, corporations, pension plans, and institutional investors. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive investment strategies across public and private asset classes.

Delia Mezzina is a CFP®-certified financial advisor with seven years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Zoe Financial, Fidelity Brokerage Services, and Legg Mason. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Jennifer Beyl Lee is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of her advisory work, she serves as a board member for the Support Our Troops Haunted House Group, an annual fundraiser event. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a manager-driven approach that combines asset-allocation modeling with both active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Jack Mcnamara is a CFP® with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Landmark Wealth Management Group and involvement in the insurance sector through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a strategy centered on allocating across third-party independent managers, utilizing both active and passive approaches, supported by a formal due-diligence process and proprietary investment vehicles.

Matthew Macdonald is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2018 to 2021, as well as over a decade at Deutsche Bank AG in Hong Kong. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing proprietary due diligence processes and third-party platforms to implement client strategies.

John Baxman is a CFP® with 23 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked for Litman Gregory Asset Management, LLC for 17 years. Baxman serves as President and Investment Adviser Representative for Litman Gregory Wealth Management, overseeing the transition of its advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs a combined asset-allocation modeling approach with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Colin Rowe is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He previously worked at Charles Schwab and has experience in mortgage services and education. His credentials include Series 65 and Series 63 licenses. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs a blend of active and passive investment strategies and offers proprietary private funds alongside third-party manager selection and detailed performance reporting.

Gunnar Himmel is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Marie St. Clare is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been with Sensible Financial Planning And Management, LLC. Prior to her financial career, she worked as a family nanny and attended Wellesley College. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive investment strategies across public and private asset classes.

Philip Lee is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors in 2026, he worked at Financially in Tune, LLC for several years. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Christopher Andrysiak is a CFP® with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Before joining Beacon Pointe, he worked at Sensible Financial Planning and Management, LLC for six years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Haley Rodriques is a CFP® with 13 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2021. Prior to this, she worked for nine years at D.R. Saur Financial, Inc. She holds a Series 65 registration. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Philip Malitas is a Series 65-licensed financial advisor with one year of industry experience, currently with Beacon Pointe Advisors, LLC. His prior roles include positions at Janney Montgomery Scott and Lighthouse Planning Consultants. Outside of finance, he has worked at Passariello's Pizzeria. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Anca Garcia is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Edge Advisors, WealthShield Partners, Orbis Wealth, and Tiaa. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Courtney Mccutchan is a CFP® professional with eight years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior roles include positions at Bridge Advisory, LLC, Union Bank, and MML Investors Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2018 to 2023 and at The Spa-Los Gatos from 2012 to 2018. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Nathaniel Spruiell is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Kane Investment Management Inc. and academic positions at Santa Clara University and De Anza College. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a primarily third-party manager allocation approach, supported by a formal manager due-diligence process, and sponsors proprietary investment vehicles including private funds and a registered interval fund.