Stefan Hermann is a financial advisor at Beacon Pointe Advisors, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Beacon Trust for 10 years before joining Beacon Pointe in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as general partner for proprietary private funds.

Leigh Moglia is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms including Morgan Stanley, Lebenthal Wealth Advisors, Yorkbridge Wealth Partners, and PURSHE KAPLAN STERLING INVESTMENTS. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to 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 various asset classes.

Carrie Maglia is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 27 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where she has worked since 2023. Her prior experience includes roles at Yorkbridge Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. Maglia is also an insurance agent involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) services to a broad client base including individual high-net-worth investors, corporations, and institutional clients. The firm employs a combination of active and passive strategies, uses third-party independent managers selected through quantitative and qualitative due diligence, and offers proprietary private funds alongside retirement plan analytics and participant education.

Michael Brogan is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2023. Prior to joining Beacon Pointe Advisors, he worked at GoalVest Advisory and Suburban Propane LP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individual investors, corporations, and institutional clients. The firm utilizes a combination of in-house asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private assets.