Alicia Langdon is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has prior experience at Whitley Penn Financial, Fluent Financial, LPL Financial, and Charles Schwab. Based in Fort Worth, TX, she holds a Series 63 license. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and retirement-plan services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across both active and passive strategies, and differentiates itself by acting as a general partner in proprietary private funds and advising a continuously offered interval fund.

Alisha Rosenthal is a CFP® professional with 17 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and as founder of Rosenthal Retirement Planning, LP. She is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Cory Bruntz is a CFP® with eight years of industry experience, currently serving as a wealth advisor at Beacon Pointe Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments and Rosenthal Advisory Services, among other firms. 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, leveraging proprietary due diligence and third-party platforms to deliver discretionary wealth management, financial planning, and outsourced CIO solutions.

William Rosenthal is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is involved in managing real estate investments and insurance services through several private business ventures. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes third-party independent managers selected through a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.