Loyd Wellman is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at FSC Securities Corp, Great Lakes Wealth, Foresters Financial Services, and First Investors Corporation. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies, with additional offerings in private funds and interval fund advisement.

John Gerling is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at FSC Securities Corporation and Michigan Financial Advisors Corp. Gerling is based in Bloomfield Hills, MI. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations, corporations, retirement plans, and banking institutions. The firm employs a manager-driven investment approach using both active and passive strategies, supported by a formal due-diligence process and third-party platforms.