Justin Beauregard is a CFP® with 16 years of experience in the financial services industry. He is currently with Blue Point Financial, Inc., where he has worked since 2018, and previously held roles at Osaic Wealth, Inc., Triad Advisors, Equity Services, Inc., and National Life Group. In addition to his advisory role, he is licensed to provide a range of insurance products including life, long-term care, disability, and annuities. Blue Point Financial, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm uses model-based portfolios aligned with modern portfolio theory and employs risk assessments and investment policy statements to guide diversified allocations.

Timothy O’Halloran is a CFP® with 33 years of experience in the financial services industry. He is currently with Blue Point Financial, Inc., where he has worked since 2018, and has prior experience at Osaic Wealth, Inc., Triad Advisors, Equity Services, Inc., and National Life. Outside of his advisory role, he also holds insurance licenses and provides a range of insurance products. Blue Point Financial, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm uses model-based portfolios aligned with modern portfolio theory and emphasizes risk assessment and ongoing account monitoring.