Beacon Pointe Advisors, LLC

Chase Garbers is a financial advisor at Beacon Pointe Advisors, LLC with Series 63 and Series 65 licenses. He joined the firm in 2025 and has a background as a professional football player in the National Football League and United Football League. He attended the University of California Berkeley from 2017 to 2021. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach using proprietary due diligence and asset allocation models, and it sponsors proprietary investment vehicles including private funds and a registered interval fund.

Sarah Equils is a CFP® professional with Beacon Pointe Advisors, LLC and is based in Summit, NJ. She is part of a large enterprise firm with 451 advisors. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement plan services, and outsourced CIO solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and independent third-party managers, employing both active and passive investment strategies across various asset classes.

Charles Ramos is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked for Private Capital Management Inc. for 21 years. Ramos is also an insurance agent with Beacon Pointe Insurance Services, 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 retirement plans. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and third-party platforms to implement client strategies across various asset classes.

John Delafield is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Colorado College and Lakeside schools. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of third-party independent managers and proprietary investment vehicles to implement client strategies.

Pierce Halsted is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services before joining Beacon Pointe in 2023. Prior to his advisory career, he was affiliated with Baylor University in various roles from 2015 to 2019. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, including charitable organizations and retirement plans. The firm uses a proprietary manager due-diligence process and allocates client assets across third-party independent managers, employing both active and passive strategies.

Will Smith is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2025, he worked at The Jentner Corporation for nine years in total and had a one-year tenure at Cornerstone Capital Advisors. 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 a proprietary “Focus List” and a formal due diligence process to select and monitor investment managers, and sponsors proprietary investment vehicles as well as advising registered interval funds.

Conor Turley is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and two years of industry experience. He previously worked at Bridge Advisory LLC and spent eight years with Unlimited Vacation Club. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm focuses on discretionary wealth management and retirement plan consulting, employing a manager due-diligence process and utilizing both active and passive investment strategies.

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.

Alan Alderfer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked for LPL Financial, LLC for 26 years. Outside of his advisory role, he is also an agent with Beacon Pointe Insurance Services, LLC, focusing on the sale of life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing both active and passive strategies through third-party platforms and proprietary due-diligence processes.

Andrew Reinhardt is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Scottsdale, AZ. He has been with Beacon Pointe in various capacities since 2014. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions, implementing client strategies primarily through third-party independent managers selected via a proprietary due-diligence process.

Bjorn Nesvold is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Landmark Wealth Management Group, and Thrivent Financial. Outside of his advisory role, he serves on the advisory board of Windstrip LLC, a company that develops combined vertical wind turbine and solar energy units for telecom towers in remote locations, and is a board member of Operation HELP, a nonprofit providing financial assistance and community support in St. Croix County. Beacon Pointe Advisors offers 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 proprietary due diligence and allocates primarily through third-party independent managers, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Michele Sarna is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Beacon Pointe and its affiliated entities since 2017, as well as at Purshe Kaplan Sterling Investments and Integrated Wealth Management, Inc. Outside of her advisory role, she 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 broad range of individual and institutional clients, utilizing a combination of third-party independent managers selected through a formal due-diligence process. The firm offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Steven Bright is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2020. Prior to that, he spent ten years at Carolinas Wealth Management Group. Additionally, he is a licensed insurance agent involved in life, disability, and long-term care insurance sales through 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-driven investment approach, using a proprietary “Focus List” and a combination of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Jay Healy is a CFP® professional with 22 years of experience in financial advising, currently with Beacon Pointe Advisors, LLC since 2022. Prior to this, he worked for 14 years at Century Wealth Management, LLC. He serves as a board member and chair of the investment committee for the Community Foundation of Greater Memphis. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach with both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

David Massart is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Next Generation Wealth Management for 16 years. Outside of his advisory role, he serves as an independent trustee and director for several series funds within the Managed Portfolio Series Trust and ETF Series Solutions Trust, providing oversight to protect shareholders' interests. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse range of individual and institutional clients. The firm emphasizes a manager-driven investment approach utilizing a proprietary Focus List and employs both active and passive strategies, supported by a formal due-diligence process and third-party platforms.