David Massart is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Next Generation Wealth Management for 16 years. Outside of his advisory role, he serves as an independent trustee and director for several series funds within the Managed Portfolio Series Trust and ETF Series Solutions Trust, providing oversight to protect shareholders' interests. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse range of individual and institutional clients. The firm emphasizes a manager-driven investment approach utilizing a proprietary Focus List and employs both active and passive strategies, supported by a formal due-diligence process and third-party platforms.

Christine Brumfield is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Beacon Pointe Advisors, LLC. She has worked in the financial services industry since 1999, with experience at firms including US Bank, Wisconsin Bank and Trust, Old National Bank, and 1834 Investment Advisors Co. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a wide range of clients including individuals, corporations, and institutional investors. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Heather Schaber is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Aoy Mitchell and Allspring Funds Management, LLC. Based in Milwaukee, WI, she has been with Beacon Pointe Advisors since 2022. Beacon Pointe Advisors provides comprehensive wealth advisory and consulting services to individuals, corporations, and institutional clients, employing a blend of active and passive investment strategies across public and private asset classes. The firm offers portfolio management, retirement-plan services, and proprietary private fund partnerships, supported by ongoing due diligence and detailed performance reporting.

Jeffrey Kralovec is a financial advisor with Beacon Pointe Advisors, LLC in Milwaukee, WI. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked for Next Generation Wealth Management, Inc. for 15 years. 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 both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Michael Weil is a CFP®, ChFC®, and Series 66-registered advisor with 25 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. Prior to that, he spent eight years at Next Generation Wealth Management, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-driven, asset-allocation approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles alongside its advisory services.