Dallas, TX Berkshire Lane Office

Pierce Halsted is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined in 2023, and previously worked at UBS Financial Services from 2019 to 2023. His early career includes multiple roles at Baylor University from 2015 to 2019. Beacon Pointe Advisors, LLC 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 investors. The firm employs a combination of proprietary asset-allocation modeling and third-party Independent Managers, utilizing both active and passive strategies across public and private asset classes.

Michael Beck is a financial advisor with Beacon Pointe Advisors, LLC, based in Dallas, TX, and holds 24 years of industry experience. His prior roles include positions at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-centric investment approach, using proprietary due diligence and both active and passive strategies, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Bryan Jackson is a CFP®-designated financial advisor with 13 years of industry experience. He currently serves as a Senior Wealth Advisor at Beacon Pointe Advisors, LLC and has held roles at Purshe Kaplan Sterling Investments, VisionPoint Advisory Group, and LPL Financial. He is also the owner of Ellison Christopher, LLC, a benefits consulting firm. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Keith Ferguson is a CFP® with 15 years of industry experience and is currently with Beacon Pointe Advisors, LLC. His prior roles include positions at Benchmark Private Wealth Management, Innovation Partners LLC, and Raymond James Financial Services. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and outsourced CIO solutions. The firm employs a manager-focused investment approach supported by a formal due-diligence process and sponsors proprietary investment vehicles as well as private funds.

Emerald Hensley is a CFP® affiliated with Beacon Pointe Advisors, LLC, with two years of industry experience. Prior to joining Beacon Pointe in 2023, Hensley worked at SFMG Wealth Advisors and Plancorp, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform 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 and employs both active and passive strategies across various asset classes.

Michael Bailey is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His career includes roles at Raymond James & Associates and MGB Wealth Management, LLC prior to joining Beacon Pointe. Bailey is also a manager and member of B.B.W.M. Lease Partners, LLC, a non-investment-related entity. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform 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 and employs both active and passive strategies across public and private asset classes.

Briana Gonzales is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She began her advisory career in 2024 and has prior work experience in wealth management and retail. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.

Julie Anderson is a financial advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. 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 using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. Outside of finance, she has experience in the wellness industry, having worked for The Spa-Los Gatos for six years. 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 using proprietary due diligence and offers a range of services from discretionary wealth management to fiduciary and outsourced CIO solutions.

Michael Kane is a CFA® charterholder with 19 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Kane is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm employs a manager selection process based on a proprietary “Focus List” and uses third-party platforms such as Envestnet UMA to implement client strategies.

Lindsey Crow is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 10 years. Outside of her advisory role, she serves as secretary and bookkeeper for Cedar Families, LLC, a residential real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-based investment approach, utilizing a proprietary focus list and a formal due-diligence process to select and monitor third-party independent managers.

Miles Beck is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at Charles Schwab and JPMorgan Chase. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other 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.

Cole Helton is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2025, he worked at The New Amsterdam Group and held various roles at Baylor University and other institutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party Independent Managers across active and passive strategies, and it offers proprietary private funds alongside comprehensive performance reporting and participant education.

Daniel De Anda is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Beacon Pointe Advisors in 2026, he worked at MGB Wealth Management, LLC and several other firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, 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.