Mitchell Hughes is a financial advisor with Beacon Pointe Advisors, LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Bank of America, Merrill, and J.W. Cole Advisors. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life and health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Amir Boghdady is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions for high-net-worth relationships.

Dak Spivey is a financial advisor with Rockefeller Financial LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has previously worked at firms including Provenio Capital Management, Thece Wealth Management, Corient, Cetera Advisor Networks, Sageview Advisory Group, Morgan Stanley, and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Mary Mar is a CFP® with 39 years of industry experience, currently serving at SPC since 2009 and previously with Sigma Financial Corporation since 2000. She is based in Laguna Hills, CA. Mary serves as chair of the Rotary District 5320 Finance Committee and is a board member of the Montilla Homeowners Association in Irvine, CA. SPC serves a diverse range of clients including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Andrew Rovzar is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA. He holds a Series 66 designation and has five years of industry experience. Prior to joining Beacon Pointe in 2021, Rovzar worked at Morgan Stanley, Mobilitie, and Artemis Search Partners. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager-focused investment approach, combining asset-allocation modeling with both active and passive strategies, and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Alexander Kassouf is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Beacon Pointe since 2013. Kassouf serves as vice president and secretary on the board of directors for The Kassouf Foundation, a private nonprofit organization. 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-focused investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

David Penniall is a CFP® professional with 43 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His career includes leadership roles at multiple firms such as ADDWEALTH, LLC and Retirement Wellness Group, LLC. Outside of financial advising, he owns and manages Paragon Sports International, a sports management company. 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, utilizing proprietary due diligence and third-party platforms to implement client strategies.

Jason Overholtzer is a CFA® charterholder with 11 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2014. 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 using a proprietary Focus List and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Michael Bakos is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First American Trust, Alpha Cubed Investments, and Fidelity Investments. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Andrew Mcreynolds is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has 17 years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities LLC since 2008. Mcreynolds also owns Monarch Grove Wealth Strategies & Insurance Solutions, where he is involved in brokering insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored advice delivered through multiple program types, with a large majority of assets managed on a non-discretionary basis.

Callie Renner is a Certified Financial Planner® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has worked with Beacon Pointe Advisors and its predecessor entities since 2019 and was previously with Heller Wealth Advisors, LLC from 2016 to 2019. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset allocation modeling with due diligence on third-party independent managers, employing both active and passive strategies across public and private asset classes.

Jake Alexis is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and RBC Capital Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that include multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, providing both discretionary and non-discretionary portfolio management alongside broker-dealer execution and custody services.

Robert Ingham is a CFP® with 32 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Arete Wealth Management LLC, Purshe Kaplan Sterling Investments, and his own firm, Ingham Wealth Management. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, LLC. 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 third-party independent managers selected through a formal due-diligence process, and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Shawn Kim is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with six years of industry experience. His prior roles include positions at Manhattan West Asset Management, Hollencrest Capital Management, GAMCO Investors, G.research, and Focus Financial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private fund platforms, supporting its clients with educational content and integrated service lines.

Jeffrey Dewees is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is also an officer and director of Auric Capital Partners. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a variety of investment strategies and utilize multiple managed account platforms.

Dylan Brooks is a CFP® with seven years of industry experience and is currently with Beacon Pointe Advisors, LLC in Newport Beach, CA. His entire professional background has been with Beacon Pointe Advisors and, prior to that, he attended Dartmouth College. Beacon Pointe Advisors provides wealth advisory, 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 utilizes a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

William Blackard III is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Beacon Pointe Advisors, he worked at Reynolds American Inc. and attended UNC - Chapel Hill. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including individuals, corporations, and institutional plans. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Sloan Petereit is a CFP® professional at Mercer Global Advisors Inc. with five years of industry experience. Before joining Mercer Global Advisors, Sloan worked at Beacon Pointe Advisors, LLC and Welch Financial Planning, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning as well as family office services. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and other investment vehicles, and offers specialized programs and tax-management options.

Todd Reinhart is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Beacon Pointe Advisors since 2017, following a brief tenure at TD Ameritrade and a year focused on family-related homemaking. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jon Pinckney is a financial advisor at Citigroup Global Markets with 27 years of industry experience. His prior roles include positions at Balanced Security Planning, Saxony Securities, Purshe Kaplan Sterling Investments, Miramontes Capital, and Wells Fargo Advisors. Outside of finance, he works as a sailing coach, providing private lessons and competition coaching to youth in Newport Beach, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and maintains a combination of institutional scale and specialized market roles.