Beacon Capital Management, LLC

William Rogers is a financial advisor at Beacon Capital Management, LLC with 21 years of industry experience. He has held positions at Beacon Capital Management since 2016 and previously worked at Kalos Capital, Inc. and Kalos Management. In addition to his advisory role, he is licensed as an insurance sales agent, offering life, long-term care, disability insurance, and annuities. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment products and employs fundamental, technical, and quantitative analysis alongside third-party manager due diligence.

Justin Radford is a financial advisor at Beacon Capital Management, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and served in the United States Air Force. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies fundamental, technical, and quantitative analysis tailored to clients’ risk tolerance and investment guidelines.

Nicholas Shoulta is a financial advisor at Beacon Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Shoemaker Financial and Minnesota Life Insurance Co. Outside of advisory work, he is also licensed as an insurance agent, selling insurance products including annuities on a limited basis. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies fundamental, technical, and quantitative analysis alongside third-party manager due diligence.

Andrew Brenhaug is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Simplicity Wealth and Gradient Advisors LLC. Outside of finance, he has experience in the hospitality industry through a role at BJ's Restaurant & Brewhouse. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using mutual funds, ETFs, equities, fixed income, and structured notes, applying fundamental and technical analysis along with quantitative manager due diligence.

Daniel Benson is a CFP®-designated financial advisor with 17 years of industry experience, currently serving at Beacon Capital Management, LLC. He previously worked at Kalos Capital from 2013 to 2017 and has been associated with Beacon Financial Group, LLC since 2007. In addition to his advisory role, Benson is a licensed insurance sales agent specializing in life, long-term care, disability insurance, and annuities. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm utilizes diversified investment strategies including mutual funds, ETFs, equities, fixed income, and structured notes, combining fundamental, technical, and quantitative analysis tailored to client-specific objectives.

Richard Ferguson is a financial advisor at Beacon Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and U.S. Bancorp Investments. Outside of his advisory role, he is a limited partner in a family farm partnership. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes diversified investment strategies including mutual funds, ETFs, equities, fixed income, and structured notes, combined with fundamental, technical, and quantitative analysis.

Austin Reiser is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Beacon Capital Management, LLC since 2021. Prior to joining Beacon, he worked at Abound Wealth Management LLC and has experience in other sectors including legal services and retail. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified investment strategies using mutual funds, ETFs, equities, fixed income, and structured notes, supported by fundamental, technical, and quantitative analysis.

Connor Roggie is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Beacon Capital Management, LLC. His prior roles include positions at Radnor Wealth Management, PLLC, Lucas Michael, and Northwestern Mutual Investment Services LLC. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies both fundamental and quantitative analysis, providing ongoing supervision tailored to each client’s risk tolerance and investment guidelines.

Isaac Knittle is a financial advisor at Beacon Capital Management, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience at EQUITABLE ADVISORS llc. Outside of advisory work, he also works as an independent contractor driver for DoorDash. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified portfolios using mutual funds, ETFs, equities, fixed income, and structured notes, supported by fundamental, technical, and quantitative analysis.

Frankie Merritt is a financial advisor with Beacon Capital Management, LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Beacon Capital Management, Merritt worked at Kalos Capital, Inc. from 2013 to 2017. Outside of advisory services, Merritt is also licensed as an insurance sales agent, offering life, long-term care, disability insurance, and annuities. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and employs both fundamental and technical analysis alongside quantitative manager due diligence.

Tyron Draper is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Beacon Capital Management, LLC since 2016. He previously worked at Kalos Capital for one year. Outside of his advisory role, he is involved in project management for the purchase, renovation, and remarketing of distressed properties. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies both fundamental and quantitative analysis, offering tailored solutions based on client risk tolerance and investment guidelines.

Jonathan Maxson is a financial advisor with Beacon Capital Management, LLC in Franklin, Tennessee. He holds a Series 66 designation and has 18 years of industry experience. Prior to his current role, he worked at Kalos Capital Inc. from 2013 to 2017. In addition to his advisory work, Maxson is licensed to sell life, long-term care, disability insurance, and annuities. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using institutional mutual funds, ETFs, equities, fixed income, structured notes, and insurance products, applying fundamental and technical analysis alongside quantitative manager due diligence.

Brandon Doering is a financial advisor with Beacon Capital Management, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Beacon Capital Management in 2021, he worked at Gruhn Guitars from 2013 to 2020. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies fundamental, technical, and quantitative analysis, while providing ongoing supervision tailored to each client’s risk tolerance and investment guidelines.

John Keys is a financial advisor at Beacon Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kalos Capital from 2016 to 2019. Outside of finance, he was involved with Sperry's Restaurant from 2007 to 2018. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using a range of investment vehicles and applies fundamental, technical, and quantitative analysis tailored to each client’s risk tolerance and goals.

Cameron Benson is a financial advisor at Beacon Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kalos Capital, Inc. from 2013 to 2017, returning to Beacon Capital Management where he has been since 2000. In addition to his advisory role, Benson is licensed as an insurance sales agent, selling life, long-term care, disability insurance, and annuities. Beacon Capital Management serves individual and high-net-worth clients, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement-plan consulting. The firm constructs diversified portfolios using institutional mutual funds, ETFs, equities, fixed income, and insurance products, employing both fundamental and technical analysis alongside quantitative manager due diligence.