Joseph Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. His prior roles include positions at Principal Asset Management, Israel Investment Advisors, and OppenheimerFunds. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO services to a diverse client base, including individual and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs active and passive strategies across various asset classes.

James Franklin is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. He holds a Series 65 designation and has been with Beacon Pointe since 2022. Prior to joining the firm, he worked at Advocate Roofing and spent several years in full-time education. 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 with a proprietary “Focus List” and offers a range of wealth management and fiduciary services.

Marina Cekani is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Sensible Financial Planning and Management, LLC, and Wells Fargo in various capacities. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other 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.

William Diehl is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Beacon Pointe in 2023. Outside of his advisory role, he serves as a trustee for family trusts and is an officer of a family-owned investment LLC. 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, asset-allocation approach supported by proprietary due diligence and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Andrew Hoang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. He has also worked at California State University, Fullerton. 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 proprietary due diligence and third-party platforms to deliver discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Mitchell Hughes is a financial advisor with Beacon Pointe Advisors, LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Bank of America, Merrill, and J.W. Cole Advisors. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life and health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Andrew Rovzar is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA. He holds a Series 66 designation and has five years of industry experience. Prior to joining Beacon Pointe in 2021, Rovzar worked at Morgan Stanley, Mobilitie, and Artemis Search Partners. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager-focused investment approach, combining asset-allocation modeling with both active and passive strategies, and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Alexander Kassouf is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Beacon Pointe since 2013. Kassouf serves as vice president and secretary on the board of directors for The Kassouf Foundation, a private nonprofit organization. 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 selected through a formal due-diligence process, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

David Penniall is a CFP® professional with 43 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His career includes leadership roles at multiple firms such as ADDWEALTH, LLC and Retirement Wellness Group, LLC. Outside of financial advising, he owns and manages Paragon Sports International, a sports management company. 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-driven investment approach, utilizing proprietary due diligence and third-party platforms to implement client strategies.

Maria Faleyev is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been employed at Artemis Financial Advisors, Meketa Investment Group, and New York Life among others. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone 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, employing both active and passive strategies across public and private asset classes.

Jason Overholtzer is a CFA® charterholder with 11 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2014. 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 using a proprietary Focus List and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Michael Bakos is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First American Trust, Alpha Cubed Investments, and Fidelity Investments. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Jennifer Mccosley is a CFP® professional with 10 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. Prior to this, she worked at Triad Financial Advisors, Inc. for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, financial planning, and retirement plan consulting.

Robert Comeaux Jr. is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Beacon Pointe Advisors and Beacon Pointe Insurance Services since 2020, and previously at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside his advisory role, he is a licensed insurance agent and owner of private equity and real estate holding companies, as well as joint owner of hunting land. 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 that includes individuals, 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 asset classes, and offers proprietary private funds and interval fund advisory services.

Bruce Meyer is a financial advisor with Beacon Pointe Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Beacon Pointe Advisors since 2020 and has concurrently served as a licensed insurance agent at Beacon Pointe Insurance Services, LLC since 2011. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-of-managers approach using a proprietary Focus List and combines active and passive strategies, supported by formal due diligence and ongoing performance monitoring.

Callie Renner is a Certified Financial Planner® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has worked with Beacon Pointe Advisors and its predecessor entities since 2019 and was previously with Heller Wealth Advisors, LLC from 2016 to 2019. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset allocation modeling with due diligence on third-party independent managers, employing both active and passive strategies across public and private asset classes.

Amanda Magee is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Financially In Tune, LLC and Resolute Financial. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including high-net-worth individuals 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.

Robert Ingham is a CFP® with 32 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Arete Wealth Management LLC, Purshe Kaplan Sterling Investments, and his own firm, Ingham Wealth Management. In addition to his advisory work, he is 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. The firm employs a manager-focused investment approach, utilizing 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.

Andrew Hall is a CFP® professional at Beacon Pointe Advisors, LLC with experience starting in 2019 across multiple roles both within and outside the financial industry. His background includes time at FORVIS/DHG and involvement with Camp Cedar Cliff. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to individuals, corporations, pension and profit-sharing plans, and other 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.

Dylan Brooks is a CFP® with seven years of industry experience and is currently with Beacon Pointe Advisors, LLC in Newport Beach, CA. His entire professional background has been with Beacon Pointe Advisors and, prior to that, he attended Dartmouth College. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) 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.