Matthew Jentner is a CFP® practitioner with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 15 years at The Jentner Corporation. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven, asset-allocation approach with both active and passive strategies. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Seth Jentner is a CFP® professional at Beacon Pointe Advisors, LLC with 13 years of industry experience. He previously worked at The Jentner Corporation for 17 years before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-of-managers 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.

Daniel Bloom is a CFP® professional with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. He previously worked at The Jentner Corporation from 2014 to 2025. 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 asset-allocation modeling and proprietary due-diligence processes, and it sponsors proprietary investment vehicles along with serving as an operating general partner for multiple private funds.

Jesse Lazar is a CFP® professional with two years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at The Jentner Corporation for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of third-party independent managers and a proprietary “Focus List” to implement client strategies. The firm offers discretionary wealth management, financial planning, retirement plan consulting, and other fiduciary services.