Beam Wealth Advisors, Inc.

David Bernard is a CFP® professional with nine years of industry experience, currently serving as an Investment Advisor Representative at Beam Wealth Advisors, Inc. He has previously worked at Purshe Kaplan Sterling Investments and Securities America, Inc. Outside of his advisory role, Bernard is also involved in fixed life and health insurance sales. Beam Wealth Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses. The firm employs a range of investment strategies guided by asset allocation and portfolio theory, supported by affiliated tax and CPA services to provide coordinated financial and tax planning.

Cameron Ray is a financial advisor with Beam Wealth Advisors, Inc. in Tullahoma, TN, holding a PFS™ designation and Series 66 license, with 25 years of industry experience. He has worked at Beam Wealth Advisors since 2013 and previously at Securities America Inc and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is a CPA and partner at Ray & Gregory PC, a CPA firm. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services to offer coordinated financial and tax planning.

Gabrielle Kong is a financial advisor at Beam Wealth Advisors, Inc. in Canton, GA, holding a Series 66 designation. She is part of a team of 26 advisors at the firm. Beam Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets for individuals, businesses, trusts, estates, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and ERISA/plan sponsor consulting, with investment strategies based on Modern and Post-Modern Portfolio Theory and behavioral finance.

John Jarvise is a financial advisor at Beam Wealth Advisors, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Raskob Kambourian Financial Advisors, Ltd. for eleven years. Beam Wealth Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies based on Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated tax and CPA entities.

Philip Rogers is a financial advisor with Beam Wealth Advisors, Inc. in Newtown Square, PA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Securities America Inc before joining Beam Wealth Advisors, where he has been since 2015. Rogers also engages in the sale of life insurance and annuities to clients. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm uses asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Garrett Leroux is a CFP® with seven years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. He has worked previously at firms including Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Edward Jones. Outside of his advisory role, he holds a license to sell insurance in Louisiana. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm applies asset allocation and diversification principles informed by Modern/Post-Modern Portfolio Theory, and offers coordinated tax and planning services through affiliated CPA and tax entities.

Frank Congemi is a financial advisor at BEAM Wealth Advisors, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and BEAM Wealth Advisors. Congemi is also a licensed insurance agent, selling whole life, term life, and long-term care insurance. BEAM Wealth Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Joseph Davis is a financial advisor at Beam Wealth Advisors, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Securities America Inc. Outside of his advisory role, he owns and operates a social media business focused on hunting, family, and fitness topics. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning and investment management, utilizing asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and supported by licensed software and independent manager selection.

Heather Gardner is a CFP® professional with 14 years of industry experience, currently serving at Beam Wealth Advisors, Inc. in Jacksonville, FL. Her career includes roles at Bank of America, Merrill Lynch, and PKS Investments. Gardner is also a licensed agent for fixed insurance products. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning and investment management. The firm employs asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated CPA and tax entities.

Ryan Jones is a Series 65 licensed advisor with Beam Wealth Advisors, Inc. in Roanoke, TX, bringing one year of industry experience. Prior to joining Beam Wealth Advisors, he held roles at BRIJ Medical, Integra LifeSciences, Buffalo Supply Inc., and Novasyte. Outside of advisory work, he serves as chairman of the board for Paisley’s Pals, a nonprofit focused on education in emergencies, and is CEO of Ideal Healing LLC, a company developing a healthcare application for wound monitoring. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Bryant Swann is a CFP® and PFS™ credentialed advisor with Beam Wealth Advisors, Inc., based in Tullahoma, TN, with three years of industry experience. He is also a CPA and partner at the accounting firm Ray & Gregory PC, where he performs tax preparation, tax planning, bookkeeping, and client relations. Prior to his current roles, he worked at Cracker Barrel Old Country Store and the Department of Defense. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services for coordinated planning.

Erik Anhaus is a financial advisor at Beam Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and BEAM Wealth Advisors (formerly Benedetti, Gucer & Associates) since 2013. Outside of his advisory role, he serves as a committee member for Business Networking International, reviewing new member applications. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a variety of investment strategies guided by asset allocation and portfolio theory, supported by licensed software and independent manager selection, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Cheryl Scout is a financial advisor with Beam Wealth Advisors, Inc. in Jensen Beach, FL, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Wells Fargo Advisors and its predecessor firm Benedetti, Gucer & Associates before joining the current firm. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm applies asset allocation and diversification principles, utilizing both traditional and tactical investment approaches, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Lawrence Donroe Wells is a financial advisor at Beam Wealth Advisors, Inc. in Atlanta, GA, with 10 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Beam Wealth Advisors, he worked at Benedetti, Gucer & Associates and Ameriprise Financial Services, Inc. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning, investment management, and retirement plan consulting, employing asset allocation and diversification strategies grounded in Modern/Post-Modern Portfolio Theory.

Christopher Cristallo is a CFP® professional with nine years of industry experience, currently serving at Beam Wealth Advisors, Inc. since 2019. His prior experience includes roles at Cetera Advisor Networks LLC, LPL Financial, Alliant Insurance Services, and Cozen OConnor. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning, investment management, and retirement plan consulting, utilizing asset allocation and diversification strategies informed by Modern/Post-Modern Portfolio Theory.