Jackson Bush is a CFP® and holds a Series 65 license with three years of industry experience. He is currently associated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, having previously worked at Harbour Investments, Inc. Outside of his advisory role, he is involved in several non-investment related activities including operating a bread truck business, serving as a mechanic, and managing bookkeeping and payroll for an equipment repair company. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes, leveraging a curated focus list of independent managers and providing comprehensive performance reporting and educational resources.

Walter Bond is a CFP® with 27 years of industry experience, currently with Beacon Pointe Advisors, LLC. He has worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Bond is also a licensed insurance agent with Beacon Pointe Insurance Services and a part owner of a real estate holding company. Beacon Pointe Advisors, LLC serves a broad client base including individuals, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions. The firm combines asset-allocation modeling with third-party independent managers across public and private asset classes and acts as general partner for proprietary private funds.

Matthew Diquollo is a CFP® with 11 years of experience in the financial advisory industry. He currently works at Beacon Pointe Advisors, LLC and has previously held roles at Glenmede Trust Company and Mariner Wealth Advisors. 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, utilizing third-party independent managers and quantitative due diligence processes, and sponsors proprietary investment vehicles and private funds.

Michael Breller III is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Beacon Pointe Advisors since 2012. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans, utilizing a proprietary manager selection process and offering discretionary wealth management, financial planning, and outsourced CIO solutions.

Ronald Dawson, Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has held roles at Ericksen Krentel LLP, 1st Global Capital Corp, and 1st Global Advisors, Inc. Outside of advisory work, he has been involved with Dorignac's Food Center, LLC and operates Ronald H Dawson, Jr CPA APAC. 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 using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jesse Lazar is a CFP® professional with two years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at The Jentner Corporation for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of third-party independent managers and a proprietary “Focus List” to implement client strategies. The firm offers discretionary wealth management, financial planning, retirement plan consulting, and other fiduciary services.

Maxwell Campbell is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and currently based in Lake Geneva, WI. He joined Beacon Pointe in 2025 and has previous experience with Voyager Wealth Management, Lucida Tax & Accounting Solutions, and various roles in accounting, education, and retail. Outside of financial advising, his background includes work in tax and accounting services as well as community involvement with Wildwood Park District. 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 combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes, and offers proprietary private funds alongside institutional-grade reporting and analytics.

John Martindale is a CFP® professional with 28 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. He previously worked at Ailsa Capital, Inc for 12 years. Outside of his advisory role, he owns and provides administrative assistance for Ailsa Capital Management, a non-investment related business. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach utilizing third-party independent managers and formal due diligence processes, and is noted for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Coby Cress is a Certified Financial Planner® with eight years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC since 2018. He has been associated with various Beacon Pointe entities throughout his career. Outside of his advisory role, Cress is the owner of Forever Pet Grooming & K9 Cleaners Inc., a mobile pet grooming business, where he also provides business coaching and sales training. Beacon Pointe Advisors, LLC offers wealth advisory and consulting services to individual investors, corporations, and institutional clients, combining asset-allocation modeling with third-party independent managers. The firm employs both active and passive strategies across public and private asset classes and provides comprehensive retirement-plan services, proprietary private funds, and a continuously offered interval fund.

Parker Stewart is a CFP® professional with experience at Beacon Pointe Advisors, LLC, where he has worked since 2025. His prior roles include positions at Alderfer Bergen and Nexus RBI, along with academic roles at Indiana Wesleyan University and Grace College & Seminary. He is based in Warsaw, IN. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, providing both active and passive investment strategies across multiple asset classes.

Eric Newby is a CFP® professional based in Scottsdale, AZ, with 17 years of industry experience. He has been with Beacon Pointe Advisors, LLC in various capacities since 2015 and is also involved with Beacon Pointe Insurance Services as a licensed insurance agent. 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, and sponsors proprietary investment vehicles while offering a range of wealth management and fiduciary services.

Brandon Baker is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior roles include positions at Resolute Investment Distributors, Inc., Resolute Investment Services, American Beacon Advisors, Inc., Foreside Fund Services, LLC, and AMG Funds LLC. Outside of his advisory work, he holds a 50% ownership interest in a non-investment-related rental property in Mammoth Lakes, CA. 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 third-party independent managers selected through a structured due-diligence process, and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Stephanie Rumold is a CFP® professional with 23 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. She has held various roles within Beacon Pointe and its affiliated entities since 2013, including at Beacon Pointe Wealth Advisors and Beacon Pointe Insurance Services, where she is a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to individuals, corporations, and 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.

Luke Wood 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, he worked at Verus Specialty Insurance and Axiom Wealth Alliance. Outside of his advisory role, he is involved with Legends Baseball. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

Mark Flint is a CFA® charterholder with 22 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2016 and previously worked at Beacon Pointe Insurance Services, LLC for two years. Mark holds a Series 63 license and is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies, and offers proprietary private fund management and interval fund advisement.

Mollie Taylor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior work history includes roles at CBD Wealth Management, Commonwealth Financial Network, and Capital One Investment Services. She is also a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other 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 asset classes.

Michael Whittemore is a CFP® and CFA® with 18 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, including time at its affiliated entity Beacon Pointe Wealth Advisors, LLC. His prior experience includes roles at Heller Wealth Advisors, LLC and U.S. Trust - Bank of America. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple asset classes.

Joseph Schofield III is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Beacon Pointe Advisors since 2021 and concurrently operates an operational cattle farm through JDS Holdings, LLC. Prior to his current role, he has been involved with Cda Group since 2009. 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 investment approach using proprietary due diligence and offers a range of services such as discretionary wealth management, fiduciary consulting, and outsourced CIO solutions.

Jennifer Kundrot is a CFP®-certified financial advisor with nine years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been associated with Financially in Tune, Salem Five Investment Services, and LPL Financial, LLC. Outside of her advisory role, she is a co-owner of a real estate rental business in Belmont, Massachusetts. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, employing both active and passive investment strategies across public and private asset classes.

Darin Simonian is a CFP® with 28 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC since 2022. His prior experience includes roles at Alpha Cubed Investments, LLC and Newport Wealth Strategies, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary manager selection process and combines active and passive strategies to implement client portfolios.