Daniel Campbell is a CFA® charterholder based in Colorado Springs, CO, with four years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously held positions at Waypoint Wealth Partners and Buckingham Strategic Wealth, LLC. 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 a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Mari Panzenhagen is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at Altavista Wealth Management INC for nine years. Mari is based in Colorado Springs, CO. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.