Steven Cherry is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held positions at Hemington Wealth Management, JMC Wealth Management, LPL Financial, Sequoia Wealth Management, Morgan Stanley, and Cambridge Investment Research. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Kyle Brown is a CFP® professional at Beacon Pointe Advisors, LLC with experience beginning in 2024. Prior to joining the firm, he worked for BlueCross NC for ten years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive strategies across multiple asset classes.

Steven Johnson is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He has worked at Busenlener & Johnson CPAs since 2001. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing proprietary due-diligence processes and third-party platforms to support discretionary wealth management, retirement plan consulting, and other fiduciary services.

Merriweather Mule is a CFP® professional with four years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors, Mule worked at CornerCap Wealth Advisors for four years. In addition to advisory duties, Mule is an agent involved in the sale of life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm employs a combination of asset allocation modeling and third-party independent managers across public and private asset classes.

James De Lucas is a CFP® professional with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Hemington Wealth Management, Yeske Buie Inc., and Virginia Tech. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, 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.

Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Gina Kiefer is a CFP® professional at Beacon Pointe Advisors, LLC with one year of industry experience. Her background includes six years at The Family Firm and prior roles in both education and advisory settings. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm utilizes a combination of asset-allocation modeling and third-party Independent Managers, applying both active and passive strategies across public and private asset classes.

Jared Tomsu is a CFP® professional with two years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Frontier Investment Management and The Capital Chart Room, LTD. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to 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.

Michael Dunn is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bennicas & Associates, First Dominion Capital Corp., and Dalton, Greiner, Hartman, Maher & Co., LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process, allocating across third-party independent managers and offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Gregory Gionfriddo is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investment, Southern Trust Financial Planning, and Securities America Inc. He is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a proprietary Focus List of third-party independent managers and employing asset-allocation modeling across active and passive strategies. The firm offers a range of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Carlos Diaz Montoya is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding Series 65 and Series 63 designations with two years of industry experience. His prior roles include positions at Northwestern Mutual and the Oregon Employment Department. He also acts as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO services to individual, corporate, 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.

Craig Keller is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has been with Beacon Pointe Advisors, LLC since 2026, following a 23-year tenure at Litman Gregory Wealth Management. He is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, 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, offering both active and passive investment strategies across public and private asset classes.

Zachary Boleyn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Triad Advisors and Keeney Financial Group Inc. He is also licensed as an insurance agent, involved in the sale of life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager due-diligence process and utilizing third-party platforms to implement client strategies across various asset classes.

Cory Bruntz is a CFP® with eight years of industry experience, currently serving as a wealth advisor at Beacon Pointe Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments and Rosenthal Advisory Services, among other firms. 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-of-managers approach, leveraging proprietary due diligence and third-party platforms to deliver discretionary wealth management, financial planning, and outsourced CIO solutions.

Todd Ruble is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He has held positions at Beacon Pointe Advisors since 2021 and previously worked at Stonegate Capital Advisors, LLC for six years. Ruble holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan services to a diverse client base that includes 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.

Felix Lin is a CFA® charterholder with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. He has been with Beacon Pointe Advisors since 2002. Outside of his advisory role, he serves as a volunteer member on the executive council of Mariners Church. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Lindsey Crow is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 10 years. Outside of her advisory role, she serves as secretary and bookkeeper for Cedar Families, LLC, a residential real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-based investment approach, utilizing a proprietary focus list and a formal due-diligence process to select and monitor third-party independent managers.

Miles Beck is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at Charles Schwab and JPMorgan Chase. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kevin Klein is a CFP® with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. His prior experience includes roles at Morton Capital Management, LLC, The Prudential Insurance Company of America, and Uber Eats. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other 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.

James Cooper is a financial advisor with Beacon Pointe Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. In addition to his advisory work, Cooper is an insurance agent with Beacon Pointe Insurance Services. 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-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.