Jeffrey Mantoani is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America Advisors, Duncan Investment Advisors, and Securities America, Inc. Outside of his advisory work, he serves as team manager for a youth hockey team, coordinating travel and managing the team roster. 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 a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Emerald Hensley is a CFP® affiliated with Beacon Pointe Advisors, LLC, with two years of industry experience. Prior to joining Beacon Pointe in 2023, Hensley worked at SFMG Wealth Advisors and Plancorp, 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 combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Sheryl Stephens is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 49 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and Stephens Wealth Management Group. She also has experience managing her own advisory and consulting firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines in-house asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Rachael Derrico is a CFP® professional with experience at Beacon Pointe Advisors, LLC since 2026. Prior to joining Beacon Pointe, she worked at Commerce Bank for six years and held positions at Pioneer Medical Group, Starbucks, Vail Resorts, and St. Louis Community College/Goldfarb School of Nursing. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Michael Gillis is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds the PFS™ and Series 66 credentials and has worked at Proequities and DMJ Wealth Advisors, LLC. Gillis is also the managing partner of a CPA firm and serves as treasurer and chairman of the finance committee for the United Way of Greater Greensboro. 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 offers a range of services from wealth management to outsourced CIO solutions.

Andrew Scanlon is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having previously worked at Eaton Vance Distributors, Inc. from 2014 to 2021. 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 a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Frederick Miller Jr. is a CFP® with 24 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2025. Prior to joining Beacon Pointe, he was with Sensible Financial Planning for 24 years and continues to oversee the transition of that advisory business following its acquisition. Miller also serves as a trustee responsible for overseeing the town endowment in Concord, MA. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan services to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Justin Frio is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and based in Newport Beach, CA. He has one year of experience at Beacon Pointe Advisors and previously worked for Bank of New York Mellon for four years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer 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 public and private asset classes.

Raymond Daigle Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of his advisory role, he is involved as an owner and manager in several commercial real estate holding companies. 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 using proprietary due diligence and third-party platforms, and it sponsors proprietary investment vehicles as well as private funds.

Paul Duncan is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Securities America Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as president of a youth football organization. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a manager-focused investment approach with both active and passive strategies. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

James Ferrell is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 65 license, and bringing 30 years of industry experience. Prior to his current role, he led Ferrell Wealth Management for 24 years and also has experience at Triloma Securities, LLC. Outside of advising, he serves as a director of Winter Park National Bank and is involved in several business ventures including a residential real estate brokerage and a CPA firm. Beacon Pointe Advisors provides wealth advisory and consulting services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive investment strategies across public and private asset classes.

Charles Moore III is a CFP® professional with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 11 years with The Family Firm. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private asset classes.

Michael Bailey is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His career includes roles at Raymond James & Associates and MGB Wealth Management, LLC prior to joining Beacon Pointe. Bailey is also a manager and member of B.B.W.M. Lease Partners, LLC, a non-investment-related entity. Beacon Pointe Advisors, LLC provides wealth advisory, 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.

Sean Mahoney is a financial advisor at Beacon Pointe Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stonegate Capital Advisors and BMO Harris Bank. Beacon Pointe Advisors provides wealth advisory, consulting, 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, employing both active and passive strategies across public and private asset classes.

Loyd Wellman is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at FSC Securities Corp, Great Lakes Wealth, Foresters Financial Services, and First Investors Corporation. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies, with additional offerings in private funds and interval fund advisement.

Matthew Armistead is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2015. He also holds a role at Beacon Pointe Insurance Services, LLC, where he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm emphasizes manager selection from a proprietary “Focus List” and employs both active and passive asset allocation strategies supported by quantitative and qualitative due diligence.

Jacob Lucchese is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Beacon Pointe, he worked at Northrop Grumman, Boeing, First International Bank and Trust, and BMO Harris Bank. Beacon Pointe Advisors provides wealth advisory, consulting, 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 utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Maryam Khayali is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Newport Wealth Strategies, Inc and Edward Jones. Outside of financial advising, she owns and operates a health and wellness center focusing on massage, nutrition, and physical therapy. Beacon Pointe Advisors, LLC offers wealth advisory, 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 third-party independent managers, employing both active and passive strategies across public and private asset classes.

James Elliott is a financial advisor with Beacon Pointe Advisors, LLC in Portsmouth, NH, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Bleakley Financial Group, Private Advisor Group, Heller Wealth Advisors, and Dale Carnegie Northern NJ. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a range of strategies including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm employs a manager selection process based on quantitative and qualitative due diligence and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Peyton Steigerwald is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Greenville, SC. Prior to joining Beacon Pointe, he held positions at Clemson University and the College of Charleston. In addition to his advisory role, Steigerwald is an insurance agent with Beacon Pointe Insurance Services, LLC. 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 both active and passive strategies with a formal due-diligence process, and sponsors proprietary investment vehicles alongside advising a registered interval fund.