Cole Helton is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2025, he worked at The New Amsterdam Group and held various roles at Baylor University and other institutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party Independent Managers across active and passive strategies, and it offers proprietary private funds alongside comprehensive performance reporting and participant education.

William Thompson III is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Litman Gregory Asset Management and Cambridge Associates. Thompson also serves as a consultant for the William and Nancy Thompson Foundation, overseeing the foundation’s investment portfolio. Beacon Pointe Advisors 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.

Leah Brooks is a CFP® professional with nine years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her career includes roles at Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. She also holds wealth advisor positions with CBS and DPL Financial Partners. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse clientele, including 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 multiple asset classes.

Flynn Mcdonnell is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2018, previously spending two years at FTI Consulting. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, 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.

Daniel De Anda is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Beacon Pointe Advisors in 2026, he worked at MGB Wealth Management, LLC and several other firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, 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.

Audrey Day is a CFP® professional with experience at Beacon Pointe Advisors, LLC since 2023 and prior roles at Carlson Capital Management and Marquette Wealth Management, among others. She has a diverse background including positions in education and retail. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and outsourced CIO services to a wide range of clients, including individuals, corporations, and institutions. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Petra Ljubic Lane is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors since 2022, following seven years at Cpwm, LLC. 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 employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Jonathan Savorgiannakis is a CFP® professional with seven years of industry experience currently serving at Beacon Pointe Advisors, LLC. He has held roles at Beacon Pointe Advisors since 2021 and has prior experience with Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, where he is involved in the sale of life, health, and accident insurance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.

Shannon Eusey is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 registrations and 13 years of industry experience. She has been with Beacon Pointe Advisors and its affiliated entities since 2002. Outside of advisory work, she serves on the board of Pacific Mercantile Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizes third-party independent managers selected through due diligence, and offers proprietary private funds and an interval fund as part of its investment approach.

Wayne Mc Cullough is a CFP® with 26 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has held roles at Innovation Partners LLC and Benchmark Private Wealth Management. Outside of advisory work, he has been involved with Crossfit Katy Trail. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-focused approach using proprietary due diligence and third-party platforms, and sponsors proprietary investment vehicles as well as private funds.

Marc Wolff is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. Outside of his advisory work, he is involved in managing a financial firm operation and owns businesses related to fixed insurance sales. 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 utilizing both active and passive strategies, proprietary due diligence processes, and sponsors multiple private funds as well as advising a registered interval fund.

Andrew Chhor is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of his advisory role, he is also an insurance agent with 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-based investment approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Robert Santamaria is a financial advisor at Beacon Pointe Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and WinterWyman. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to individual and institutional clients, utilizing a combination of asset-allocation modeling and third-party independent managers across both public and private asset classes.

Olivia Harrison is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds the Series 65 credential and previously worked at Sensible Financial Planning and Management, LLC. 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, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive investment strategies across public and private asset classes.

Jessica Grybel is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Stephens Wealth Management Group, Raymond James Financial Services, Inc., and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Forum Co-Chair for the Women’s Exchange of Washtenaw, where she helps plan an annual fall forum. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Jordan Heller is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, following 11 years at Heller Wealth Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the New York School of Podiatric Medicine and the audit committee for Alzheon, Inc., a biomedical company. 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 sponsors proprietary investment vehicles and private funds.

Leslie Reynoso is a CFP®, CFA®, and Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2021 and previously held roles at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. She is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, employing asset-allocation modeling and a formal manager due-diligence process to implement client strategies across third-party independent managers.

David Aranowitz is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and no prior industry experience. His background includes diverse roles across education, development, and technology sectors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across multiple asset classes.

Diandra Allen is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience with Northwestern Mutual and Atlantic Health System. 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, 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.