Nicholas English is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2019, following a 13-year tenure at Westwood Wealth Management. Outside of his advisory role, he owns and manages a healthy food vending machine business operated with his children. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Michael Welch is a Certified Financial Planner (CFP®) with 22 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Kalos Capital, Inc. and D.R. Saur Financial, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions 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.

Timothy Hoffman is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Fisher Investments, David A. Noyes & Company, J.P. Morgan Securities, and Fidelity Brokerage Services. He holds Series 63 and Series 66 designations. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) 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.

Eric Witte is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior roles include positions at Ironmark Advisors, LLC and various entities within the Beacon Pointe organization dating back to 2016. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Fisher Investments and TD. 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, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Daniel Saur is a financial advisor with Beacon Pointe Advisors, LLC in Plano, TX, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include leadership at Kalos Capital, Inc. and founding D.R. Saur Financial, Inc. He is also a licensed insurance agent involved in life, disability, and long-term care insurance sales. 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, utilizing proprietary due diligence and a mix of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for private funds.

James Ward is a CFP® with 32 years of industry experience and is currently with Beacon Pointe Advisors, LLC. He has been with Beacon Pointe in various capacities since 2016 and previously worked at Ironmark Advisors, LLC for 11 years. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health 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 both active and passive strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

David Suess is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 66 license. He has 23 years of industry experience and has worked at firms including The Prudential Insurance Co. of America and MassMutual Life Insurance Company. Outside of his advisory role, he coaches youth soccer teams. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

Samuel Mitchell is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior experience includes roles at Ironmark Advisors, LLC and various Beacon Pointe entities dating back to 2010. In addition to his advisory work, Mitchell is a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines quantitative and qualitative due diligence across active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Haley Rodriques is a CFP® with 13 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2021. Prior to this, she worked for nine years at D.R. Saur Financial, Inc. She holds a Series 65 registration. 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 a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Kaitlyn Simmons is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe Advisors since 2019 and previously worked at Texas A&M University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan 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 using both active and passive strategies across public and private asset classes.