Leigh Moglia is a CFP® and CFA® with 18 years of industry experience. He has worked at Beacon Pointe Advisors since 2023 and previously held positions at PURSHE KAPLAN STERLING INVESTMENTS, Yorkbridge Wealth Partners, and Lebenthal 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-driven investment approach using proprietary due diligence processes and offers services ranging from discretionary wealth management to outsourced CIO solutions.

Carrie Maglia is a CFP® with 27 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. Her prior roles include positions at Yorkbridge Wealth Partners, LLC, Purshe Kaplan Sterling Investments, Inc., and Lebenthal & Co., LLC. In addition to her advisory work, she is an insurance agent with Beacon Pointe Insurance Services, LLC, focusing on 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 proprietary due diligence processes and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Michael Brogan is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at GoalVest Advisory LLC and Suburban Propane LP. 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 offers a range of solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.