William Haddock is a Series 65-licensed advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has worked at Beacon Pointe since 2021 and is also a partner at DMJ & Co., LLC, a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager due-diligence process and primarily allocates client assets across third-party independent managers, offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Charlie Welborn is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked at DMJ Wealth Advisors, LLC and Proequities. Outside of his advisory role, he serves as a board member for the Lee County Education Foundation and the Sanford Area Growth Alliance, where he also acts as Treasurer and a member of the Executive Committee. Additionally, he is involved with a family-owned used car business and is a partner in a CPA firm. 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 a proprietary “Focus List” and quantitative and qualitative due diligence to guide asset allocation and investment selection.