Pierce Halsted is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined in 2023, and previously worked at UBS Financial Services from 2019 to 2023. His early career includes multiple roles at Baylor University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional investors. The firm employs a combination of proprietary asset-allocation modeling and third-party Independent Managers, utilizing both active and passive strategies across public and private asset classes.

Michael Beck is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He has worked at Beacon Pointe Advisors since 2021, following tenures at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other 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.

Bryan Jackson is a CFP® with 14 years of industry experience, currently serving as a Senior Wealth Advisor at Beacon Pointe Advisors, LLC. He has held advisory and insurance roles at Beacon Pointe and its affiliates since 2022 and owns Ellison Christopher, LLC, an employee benefits consulting firm he founded in 2004. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers across active and passive strategies and manages proprietary private fund offerings alongside traditional portfolio management.

Keith Ferguson is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding CFP® and Series 66 designations with 16 years of industry experience. His career includes roles at Simplicity Investments, Benchmark Private Wealth Management, Innovation Partners LLC, Raymond James Financial Services, and Wells Fargo Advisors. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employs both active and passive strategies, and offers proprietary private funds alongside comprehensive reporting and plan-level analytics.

Emerald Hensley is a CFP® affiliated with Beacon Pointe Advisors, LLC, with two years of industry experience. Prior to joining Beacon Pointe in 2023, Hensley worked at SFMG Wealth Advisors and Plancorp, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, 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 independent managers and employs both active and passive strategies across various asset classes.

Michael Bailey is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His career includes roles at Raymond James & Associates and MGB Wealth Management, LLC prior to joining Beacon Pointe. Bailey is also a manager and member of B.B.W.M. Lease Partners, LLC, a non-investment-related entity. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, 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 independent managers and employs both active and passive strategies across public and private asset classes.

Briana Gonzales is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Beacon Pointe Advisors, she worked briefly at Whiterock Wealth Management and has a background that includes roles at Free People and Grand Canyon University. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, 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 independent managers, employing both active and passive strategies across public and private asset classes.

Julie Anderson is a financial advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. 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 both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2018 to 2023 and at The Spa-Los Gatos from 2012 to 2018. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, 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.

Michael Kane is a CFA® charterholder with 20 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2021. His prior roles include positions at Wealthstreet Investment Advisors, LLC, Gerald L. Ray & Associates, Ltd., and Weisberg & Fields Inc. Kane is based in Dallas, TX. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies, supporting clients with portfolio management, performance reporting, and investment research.

Lindsey Crow is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 10 years. Outside of her advisory role, she serves as secretary and bookkeeper for Cedar Families, LLC, a residential real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-based investment approach, utilizing a proprietary focus list and a formal due-diligence process to select and monitor third-party independent managers.

Miles Beck is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Charles Schwab and JP Morgan & Chase. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including 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 markets.

Cole Helton is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2025, he worked at The New Amsterdam Group and held various roles at Baylor University and other institutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party Independent Managers across active and passive strategies, and it offers proprietary private funds alongside comprehensive performance reporting and participant education.

Daniel De Anda is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Beacon Pointe Advisors in 2026, he worked at MGB Wealth Management, LLC and several other firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, 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.

Leslie Reynoso is a CFP®, CFA®, and Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2021 and previously held roles at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. She is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, employing asset-allocation modeling and a formal manager due-diligence process to implement client strategies across third-party independent managers.

Alexander Pierce III is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oxbow Advisors, LLC for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a broad range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and asset-allocation modeling, and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Peter Curtis is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, with three years of industry experience. His prior roles include positions at Greycourt & Co., INC., and the University of Pittsburgh. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, profit-sharing, and institutional clients. The firm employs a mix of active and passive strategies across public and private assets, integrates third-party independent managers via a proprietary “Focus List,” and offers detailed performance reporting and participant education.

Matthew Thompson is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. His prior roles include positions at Whiterock Wealth Management Co. and Lee & Associates, LLC. He holds a Series 65 designation and is based in Dallas, TX. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kevin Tehan is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at WhiteRock Wealth Management for eight years before joining Beacon Pointe in 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes high-net-worth 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.

William Diehl is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Beacon Pointe in 2023. Outside of his advisory role, he serves as a trustee for family trusts and is an officer of a family-owned investment LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused, asset-allocation approach supported by proprietary due diligence and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Michelle Holaren is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She has experience across several roles within Wells Fargo and joined Beacon Pointe Advisors 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-focused investment approach and offers a range of services from wealth management to outsourced CIO solutions.