Emma Smith is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at William Blair for six years and has academic experience from Bentley University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual 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.

Julia Stauffer is a CFP® and holds a Series 65 license, currently with Beacon Pointe Advisors, LLC in Denver, CO. She has two years of industry experience and has previously worked at Transform Wealth and Gen II Fund Services. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions for 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.

Seth Guenther is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding the ChFC® and Series 63 designations with 20 years of industry experience. He previously worked at OppenheimerFunds from 2011 to 2019 before joining Beacon Pointe Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven approach with proprietary due-diligence processes and sponsoring multiple private funds and registered interval funds.

Luke Jackson is a CFP® and holds a Series 65 license, currently with Beacon Pointe Advisors, LLC in Denver, CO. He began his career at Beacon Pointe in 2023 and has a background in full-time education from 2014 to 2024. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs both active and passive investment strategies across multiple asset classes, combining proprietary asset-allocation modeling with third-party independent managers.

Thomas Stefaniak is a CFP®-designated financial advisor with 38 years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Denver, CO, and has previously worked at Pinnacle Wealth Management and LPL Financial. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. 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-driven investment approach using third-party platforms and sponsors proprietary investment vehicles, serving as an operating general partner for multiple private funds.

John Riecke is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Northstar Investment Advisors before joining Beacon Pointe in 2021. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base including individuals, corporations, pension plans, and institutional investors. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive investment strategies across public and private asset classes.

Rashedul Khan is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, with six years of industry experience and a Series 66 designation. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and Fidelity. Before entering the financial services industry, he worked in the restaurant business. 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-driven investment approach, combining active and passive strategies, and sponsors proprietary investment vehicles while offering a range of wealth management and fiduciary services.

Michael Beaulieu is a CFP®-certified financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He has worked at Beacon Pointe since 2022 and previously spent five years at The Retirement Planning Specialists, LLC, as well as a year at T. Rowe Price. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines internally developed asset-allocation models with third-party independent managers, employing both active and passive strategies across multiple asset classes.

Sean Curley is a CFP® with 27 years of experience in financial advising. He has been with Beacon Pointe Advisors, LLC since 2022 and previously worked for The Retirement Planning Specialists, LLC for 20 years. Based in Denver, CO, he holds Series 63 and Series 65 licenses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and third-party platforms to implement client strategies across various asset classes.

Alexandra Schmidt is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with five years of industry experience. She previously worked at Northstar Investment Advisors and has held roles at Fine Expectations, LLC and Hair Ventures, LLC earlier in her career. Beacon Pointe Advisors serves individual investors, corporations, pension and profit-sharing plans, and other institutional clients by providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Carlos Diaz Montoya is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. He has been associated with Beacon Pointe Advisors since 2024 and is also an agent at Beacon Pointe Insurance Services, LLC, where he is involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors offers wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, 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.

Daniel Brascetta is a CFP® professional with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Lord and Richards, AE Wealth Management, SHJ Wealth Advisors, Pathway Advisors Group, and Charles Schwab. Outside of financial advising, he owns and operates Vantage Fitness, LLC, a personal training business based in Aurora, CO. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Frederick Taylor is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked for Northstar Investment Advisors, LLC for 26 years before joining Beacon Pointe in 2021. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by platforms like Envestnet UMA.

Luke Wood 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, he worked at Verus Specialty Insurance and Axiom Wealth Alliance. Outside of his advisory role, he is involved with Legends Baseball. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions 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 assets.

Bradley Meyer is a CFP® certified financial advisor with six years of industry experience. He currently works at Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has been employed since 2023. Prior to this, Bradley held positions at Pinnacle Wealth Management, Edward Jones, and Pacific Life. Outside of his advisory role, he also drives for a ride-share service in Denver. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual 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.

Tiffani Boskovich is a CFA® charterholder based in Denver, CO, with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and previously held roles at CFO4Life Group, LLC and U.S. Bank. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base that includes 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.

Joseph Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. His prior roles include positions at Principal Asset Management, Israel Investment Advisors, and OppenheimerFunds. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO services to a diverse client base, including individual and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs active and passive strategies across various asset classes.

James Franklin is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. He holds a Series 65 designation and has been with Beacon Pointe since 2022. Prior to joining the firm, he worked at Advocate Roofing and spent several years in full-time education. 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-driven investment approach with a proprietary “Focus List” and offers a range of wealth management and fiduciary services.