Hunter Wise is a financial advisor at Beacon Associates Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Beacon Associates since 2022. Prior to his current role, he held positions at Defyned Brands, Viral Launch, and Dana Incorporated. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers and offers active portfolio management with quarterly reviews and tax-loss harvesting strategies.

Steven Wise is a Series 65 licensed advisor with 12 years of industry experience. He is currently with Beacon Associates Wealth Management, LLC, where he has worked since 2022. Prior to this, he held roles at Simplicity Wealth and Virtue Capital Management, and he serves as Chapter Director and Financial Educator for the American Financial Education Alliance, focusing on Social Security and retirement planning workshops. Beacon Associates Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts and estates. The firm primarily delivers discretionary asset management through third-party managers, selecting and monitoring models based on client objectives while offering project-based and hourly planning engagements.

Quinten Wise is a financial advisor at Beacon Associates Wealth Management, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Simplicity Wealth and Williams International Co., LLC. In addition to his advisory role, Wise educates individuals on Social Security and retirement planning through workshops with the American Financial Education Alliance. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers, providing actively managed portfolios with quarterly reviews and no minimum account size.