Beacon Financial Group

Kasem Abdullah is a financial advisor at Beacon Financial Group with eight years of industry experience and holds the Series 66 designation. His prior work includes roles at Kestra Investment Services, Fisher Investments, and Edward Jones. Beacon Financial Group serves individuals, high-net-worth clients, trusts, estates, foundations, endowments, and business organizations, providing discretionary wealth management and financial planning services. The firm customizes portfolio allocations using fundamental, technical, and cyclical analysis and conducts ongoing monitoring with at least semi-annual reviews.

Robert Moses is a ChFC® credentialed financial advisor with 57 years of industry experience. He is affiliated with Beacon Financial Group in Dallas, TX, where he has worked for 20 years, and also maintains roles with Kestra Advisory Services and Kestra Investment Services. Outside of his advisory work, he owns and operates TPG Financial, Inc., a non-investment-related business. Beacon Financial Group advises individuals, trusts, estates, foundations, endowments, and business organizations, providing discretionary wealth management and comprehensive financial planning services. The firm manages portfolios using a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring and tailored allocations across various asset classes.

August Payne is a financial advisor with Beacon Financial Group in Austin, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2011 and previously at Nfp Securities, Inc. In addition to his advisory role, he owns a consulting business, Dos Veces Inc. Beacon Financial Group advises individuals, trusts, estates, foundations, endowments, and business organizations, providing discretionary wealth management, financial planning, and consulting services. The firm manages client portfolios with tailored allocations across various securities and employs a mix of fundamental, technical, and cyclical analysis.

Mark Diamond is an Investment Advisor Representative at Beacon Financial Group with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kestra Advisory Services, LLC since 2016 and NFP Securities, Inc. from 2000 to 2016. Diamond is also Vice President of Sales at Beacon Retirement Planning Services, Inc. and has ownership in a real estate business, BDE Properties, LLC. Beacon Financial Group advises individuals, trusts, estates, foundations, endowments, and business organizations, providing discretionary wealth management, financial planning, and consulting services. The firm manages client portfolios using a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring and tailored asset allocations.

Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Merrill, Bank of America, and Apex Fintech Solutions. Beacon Financial Group serves individuals, including high-net-worth clients, as well as trusts, estates, foundations, endowments, and business organizations. The firm provides discretionary wealth management and financial planning services, employing a mix of fundamental, technical, and cyclical analysis to manage client portfolios.

Brandon Sherbert is an investment advisor representative at Beacon Financial Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beacon Financial Group since 2013, serving also in a COO role. Sherbert has worked with Kestra Advisory and NFP Securities and is involved in consulting through Mainstay BC, LLC. Beacon Financial Group advises individuals, trusts, estates, foundations, endowments, and business organizations, providing discretionary wealth management, financial planning, and consulting services. The firm manages portfolios with a mix of fundamental, technical, and cyclical analysis, and employs ongoing monitoring and manager due diligence as part of its investment process.

Stephen Engro is a financial advisor with Beacon Financial Group in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Kestra Advisory since 2016 and NFP Securities from 2000 to 2016, alongside his ongoing roles at Kestra Investment Services and Beacon Retirement Planning Services. Outside of advisory work, he is involved in managing several real estate-related business ventures. Beacon Financial Group serves individuals, high-net-worth clients, trusts, estates, foundations, endowments, and business organizations, offering discretionary wealth management, financial planning, and consulting services. The firm manages portfolios using a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring and tailored asset allocations.

Oliver Matison is a CFP® professional with 29 years of experience in the financial industry. He is affiliated with Beacon Financial Group, where he has worked since 2014, and also has experience with Kestra Advisory and NFP Advisor Services. Beacon Financial Group advises individuals, trusts, estates, foundations, endowments, and business organizations, providing discretionary wealth management and financial planning services. The firm manages client portfolios using a combination of mutual funds, ETFs, equities, and fixed-income securities, employing fundamental, technical, and cyclical analysis with ongoing portfolio monitoring.