Gregory Jones is a financial advisor at Beacon Pointe Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altavista Wealth Management, Inc. for 19 years before joining Beacon Pointe in 2022. 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 proprietary due diligence processes and sponsors multiple private funds as well as a registered interval fund.

Jeffrey Howden is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Beacon Pointe since 2022, following seven years at Altavista Wealth Management. He serves as a trustee for a non-client family 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-focused investment approach, utilizing a proprietary “Focus List” and combining active and passive strategies, while sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Kyle Boyd is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He previously worked for Altavista Wealth Management, Inc. for 19 years before joining Beacon Pointe in 2022. Based in Asheville, NC, Boyd holds professional credentials pertinent to his advisory role. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach using proprietary due diligence and a mix of active and passive strategies, and it sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Lewis Akers Jr. is a CFP® with 29 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2022. His prior roles include nearly two decades at Altavista Wealth Management, Inc. and six years at Merrill. In addition to his advisory work, he owns a small tax preparation business focused on limited income tax returns. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, 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 managers across active and passive strategies and offers proprietary private funds alongside comprehensive reporting and participant education.

Mary Kiser is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes five years at Altavista Wealth Management and roles at Cumberland Trust & Investment Co and Page and Windrow. 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 discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Brendan Reidy Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Mather Group, Mercer Global Advisors, Churchill Management Group, and US Trust Bank of America. 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 proprietary due diligence and asset allocation strategies, and it sponsors proprietary investment vehicles and private funds.

Logan Bolick is a CFP®, CFA®, and Series 65 credentialed advisor with 11 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2022 and previously spent nine years at Altavista Wealth Management, Inc. He is based in Asheville, NC. 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 utilizing proprietary manager due-diligence processes and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Andrew Hall is a CFP® professional at Beacon Pointe Advisors, LLC with experience starting in 2019 across multiple roles both within and outside the financial industry. His background includes time at FORVIS/DHG and involvement with Camp Cedar Cliff. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.