Dylan Simons is a financial advisor at Beacon Pointe Advisors, LLC in Bellevue, WA, holding Series 66 and Series 63 licenses with 10 years of industry experience. Prior to joining Beacon Pointe, he worked at Raymond James Financial Services Advisors, Inc. and Kms Financial Services, Inc. Simons is also the owner of LG's Kitchen LLC, a business that sells breakfast burritos. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, 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, supported by third-party independent managers and proprietary private funds.

Doug Tillman is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and CBD Wealth Management. He is also a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across multiple asset classes.

Margaret Dolan is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, she worked at Financial Planning Solutions, LLC and Rosenblum Silverman Sutton Sf 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 manager-driven investment approach using proprietary due diligence and asset-allocation modeling across active and passive strategies.

Jennings Hurt IV is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Ferrell Wealth Management, Inc. for 11 years before joining Beacon Pointe in 2020. Outside of his advisory role, he serves as a board member for DrinkB4, a beverage company, where he contributes to overall brand strategy. 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 proprietary due diligence and asset-allocation modeling, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner in multiple private funds.

Hunter Shaw is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at OSAIC, Securities America, Inc., Iron Point Financial Advisors, and Gallagher Insurance Co. Outside of investment advising, he is also an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a manager-driven investment approach with asset allocation modeling and offers services such as discretionary wealth management, fiduciary consulting, and outsourced CIO solutions.

Daniel Brascetta is a CFP® professional with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Lord and Richards, AE Wealth Management, SHJ Wealth Advisors, Pathway Advisors Group, and Charles Schwab. Outside of financial advising, he owns and operates Vantage Fitness, LLC, a personal training business based in Aurora, CO. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, 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.

Stephanie Mackara is a financial advisor at Beacon Pointe Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Charleston Investment Advisors LLC and Loring Ward. Ms. Mackara is the author of the educational book *Money Minded Families*, which focuses on raising financially literate children. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it acts as general partner for proprietary private funds and adviser to an interval fund.

Scott Plamondon is a financial advisor at Beacon Pointe Advisors, LLC with 30 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to his current role, he worked at The Leaders Group Inc and Comprehensive Brokerage. Outside of his advisory work, he is involved in insurance services as an owner and vice president at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, offering discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm uses a manager-focused investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Lauren Meixel is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. She has been with Beacon Pointe Advisors and its predecessor entities continuously since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services 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.

Alexander Pierce III is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oxbow Advisors, LLC for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a broad range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and asset-allocation modeling, and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

James Geissler is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Geissler CPA, Inc., Landmark Wealth Management Group, and Schechter Dokken Kanter CPAs. He maintains an active role at Geissler CPA, Inc. outside his advisory work. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. 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.

Bernard Mc Gloin is a CFA® charterholder with two years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2023 and previously spent 20 years at BNY Mellon Wealth Management. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on asset allocation using third-party independent managers selected through a structured due-diligence process and offers services including discretionary wealth management, financial planning, and retirement plan consulting.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Beacon Pointe Advisors, he spent 15 years at BNY Mellon. 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 individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as a general partner for proprietary private funds.

Michael Bergen is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked for Linsco/Private Ledger for 21 years. Bergen is also licensed as an insurance agent, selling life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Alex Nunes is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2019. His prior experience includes roles at 20/20 Capital Management, 20/20 Financial Advisers LLC, and Ameritas Life Insurance Corp. He is also a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. 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-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Casey Paton is a CFP® and CFA® credentialed financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. Prior to joining Beacon Pointe, Casey held roles at First Citizens Investor Services, SVB Investment Services Inc, Silicon Valley Bank, and other firms. Outside of financial advising, Casey owns Encore Apparel Company, LLC, an online apparel business, and serves on the board of the Ukulele Kids Club, participating in the organization’s development committee. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Rawles Bell is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Benchmark Private Wealth Management, Innovation Partners, and Beacon Pointe Insurance Services, where he also acts as an insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, implementing strategies primarily through allocations to third-party independent managers selected via a proprietary due-diligence process. The firm offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles.

Heather Fairbanks is a CFP® and ChFC® with 35 years of experience in the financial services industry. She is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where she has worked since 2023. Her prior experience includes roles at FSC Securities Corporation and Michigan Financial Advisors Corp, with additional time at Strategic Financial Designs, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, 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 utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Graham Pierce is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon Pointe Advisors since 2011. Pierce is also the Chief Executive Officer of Port Street Investments, LLC, where he is involved in sales, strategy, and marketing. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused investment approach, combining active and passive strategies with quantitative and qualitative due diligence, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Logan Bolick is a CFP®, CFA®, and Series 65 credentialed advisor with 11 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2022 and previously spent nine years at Altavista Wealth Management, Inc. He is based in Asheville, NC. 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 proprietary manager due-diligence processes and sponsors proprietary investment vehicles, including private funds and a registered interval fund.