Beacon Capital Management, Inc.

Jesse Howie is a financial advisor at Beacon Capital Management, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Sammons Retirement Solutions, Spc, and Sammons Financial Network. Outside of his advisory role, he is an owner of Circle H Management, LLC, a family-owned entity managing passive farm rental income. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, using mechanical, data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Micah Fretz is a financial advisor at Beacon Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Forthright Capital Partners, Forthright Capital Advisory, Eagle Life Insurance Company, and Lincoln Financial Distributors. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a wide range of clients including individuals, pension plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Jacob Mcmillen is a financial advisor with Beacon Capital Management, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Midland National Life Insurance Company and Nationwide Investment Services Corporation. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm utilizes data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.

Kyla Ward is a financial advisor at Beacon Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at firms including Sammons Financial Network, Midland National Life Insurance Company, National Life Group, and LPL Financial. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, trusts, and other institutional clients, using primarily mechanical, data-driven tactical allocation strategies.

Christopher Kobes is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Sammons Financial Network, Midland National Life Insurance Company, Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Joseph Tarpey is a financial advisor at Beacon Capital Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Athene Annuity & Life Company, American Equity Insurance Company, Peoples Bank, LPL Financial, Midland National Life Insurance Company, and Sammons Financial Network. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, trusts, and other institutional clients, employing data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Vincent Gaglione III is a financial advisor at Beacon Capital Management, Inc. with eight years of industry experience. He holds a Series 65 designation and has been with Beacon Capital Management since 2015. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Thomas Corner is a financial advisor at Beacon Capital Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sammons Financial Network, Midland National Life Insurance Company, and Equity Services Inc. Outside of his advisory role, Corner is an author and public speaker, producing both fiction and non-fiction works, and contributes to media appearances and blog articles. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, employing data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

John Henseler is a financial advisor at Beacon Capital Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Spc and Midland National Life Insurance Company. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Daniel Baccarini is a financial advisor at Beacon Capital Management, Inc. with 14 years of experience at the firm. He holds Series 63 and Series 65 licenses and is based in Gulf Breeze, Florida. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, trusts, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Emily Damman is a financial advisor at Beacon Capital Management, Inc. with three years of industry experience. She holds a Series 65 designation and has worked at firms including Sammons Financial Group, Faegre Baker Daniels, and Belin McCormick. In addition to her advisory role, she serves as counsel at Sammons Financial Group member companies. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, and employs mechanical, data-driven tactical allocation strategies overseen by an internal Investment Committee.

Joshua Smith is a financial advisor at Beacon Capital Management, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Beacon since 2022. Prior to this, he was with Spc for eight years and has been associated with Sammons Financial Group since 2011. Smith also serves as a board member for Single Parent Provision, a nonprofit organization supporting single parents and their families. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and trusts, and employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

James Warfield is a financial advisor at Beacon Capital Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Advisors Asset Management, Inc., Pacer Financial, Inc., and American General Life Insurance. Outside of his advisory role, Warfield serves on the boards of several nonprofit organizations focused on community and men's ministry activities. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, employing data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Robert May III is a financial advisor at Beacon Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at several financial institutions, including PNC Bank and First Financial Bank. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Adam Roepsch is a financial advisor at Beacon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Beacon Capital Management and Sammons Financial since 2021. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm employs mechanical, data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.