Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jonathan Acosta is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 66 license with 13 years of industry experience. He has been with Beacon Pointe Advisors since 2013 and is also a licensed insurance agent involved in the sale of life and accident/health insurance products through 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 utilizes a proprietary manager selection process and offers discretionary wealth management, financial planning, outsourced CIO solutions, and fiduciary services.

Victoria Boswell is a financial advisor at Beacon Pointe Advisors, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services, Inc. In addition to her advisory role, she operates as an independent insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Nichole Diaz is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Beacon Pointe Advisors and its predecessor entities since 2013. Outside of her advisory role, she is involved with Barr Realty, where she assists as a broker of title for residential real estate transactions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and OCIO services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, offering comprehensive reporting and specialized private fund partnerships.

Joseph Pecoraro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Advisors Capital Management, LLC and Goldman Sachs Wealth Services. He also holds a position as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm employs a mix of active and passive investment strategies, combining proprietary asset-allocation modeling with third-party independent managers, and provides comprehensive portfolio management and reporting services.

Kelsey Winters is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Beacon Pointe, Winters held positions at Hemington Wealth Management, Baltimore-Washington Financial Advisors, and Clear Edge IT Solutions, and has experience as a student and staff member at Christopher Newport University. 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 a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Fisher Investments and TD. 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 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 formal due-diligence process and supported by quantitative and qualitative analysis.

Austin Rouk is a CFP® professional with seven years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He has been affiliated with Beacon Pointe Advisors since 2017 and also works with Beacon Pointe Insurance Services, LLC as a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse clientele including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Richard Fingerman is a CFP® professional with 24 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he worked for Financial Planning Solutions, LLC for 12 years. Outside of his advisory role, he has maintained a small rental real estate business since 1982. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm emphasizes manager selection through a proprietary due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Allison Kvikstad is a CFP® professional with seven years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior experience includes six years at Ellevest and twelve years at Wells Fargo Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. 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.

Briana Gonzales is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She has been with Beacon Pointe Advisors since 2024 and previously worked at Whiterock Wealth Management and Free People. Beacon Pointe Advisors 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 employs a combination of proprietary asset-allocation modeling and third-party independent managers, using both active and passive strategies across various asset classes.

Ryan Quigley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Brighton Jones LLC and USAA Financial Advisors Inc. He is also licensed as an insurance agent and involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a broad range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Louis Bonasera is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, he worked at The Financial Advisors, LLC for 18 years. Outside of his advisory role, he serves as trustee and property manager for a family realty trust. 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 supported by quantitative and qualitative analysis.

Austin Kastenberg is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential. He has been with Beacon Pointe Advisors since 2021, with prior experience at San Diego State University's Fowler College of Business and Right Way Insurance Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Emma Smith is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at William Blair for six years and has academic experience from Bentley University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual 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.

John Levi is a financial advisor at Beacon Pointe Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Beacon Pointe Insurance Services. He is a silent partner in an assisted living investment property through River Falls QOZB, 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 using both active and passive strategies and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Thomas Selbo is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. He is also involved with Beacon Pointe Insurance Services, LLC as an insurance agent. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm uses a selective manager approach combined with active and passive strategies across public and private markets and offers proprietary private funds and specialized interval funds.

Quinn Schneider is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Altavista Wealth Management Inc. and Mission Health. 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 investment strategies across public and private asset classes.

Julia Stauffer is a CFP® and holds a Series 65 license, currently with Beacon Pointe Advisors, LLC in Denver, CO. She has two years of industry experience and has previously worked at Transform Wealth and Gen II Fund Services. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions for 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.

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.