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Jesse H

Series 66

Dayton, OH

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Micah F

Series 63, Series 65

Philadelphia, PA

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Jacob M

Series 63, Series 65

Lewis Center, OH

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Kyla W

Series 66

Richmond, VA

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Christopher K

Series 66

West Des Moines, IA

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Vincent G

Series 65

Dayton, OH

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Richard A

Series 65, Series 63

Chicago, IL

Beacon Capital Management, Inc.

Richard Allen is a financial advisor with Beacon Capital Management, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has worked at Beacon Capital Management since 2015 and previously held positions at BIC Distributors, LLC and Sammons Financial Network, LLC. Beacon Capital Management provides investment advisory services primarily to retail investors through third-party financial intermediaries. The firm offers third-party model management, discretionary direct account management, and custom portfolio solutions, employing tactical, data-driven strategies that rely mainly on ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Thomas C

Series 63, Series 66

Broomall, PA

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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John H

Series 63, Series 65

Dayton, OH

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Daniel B

Series 65, Series 63

Gulf Breeze, FL

Beacon Capital Management, Inc.

Daniel Baccarini is a financial advisor at Beacon Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has been with Beacon Capital Management since 2012. Beacon Capital Management, Inc. provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries. The firm offers model portfolios and discretionary account management using tactical, data-driven strategies based mainly on ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Emily D

Series 65

Dayton, OH

Beacon Capital Management, Inc.

Emily Damman is a financial advisor at Beacon Capital Management, Inc. with a Series 65 credential and four years of industry experience. Her work history includes positions at Sammons Financial Group and Faegre Baker Daniels. She also serves as counsel at Sammons Financial Group member companies. Beacon Capital Management provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries, offering model portfolios, discretionary account management, and custom solutions. The firm employs tactical, data-driven strategies using ETFs and mutual funds, managing a large client base and serving as adviser to registered investment companies and certain ETFs.

Active portfolio management Passive / index investing Tax-loss harvesting
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Joshua S

Series 66

Dayton, OH

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Robert M

Series 65

Dayton, OH

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Adam R

Series 65

West Des Moines, IA

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Gregory B

Series 63, Series 65

Dayton, OH

Beacon Capital Management, Inc.

Gregory Bonzagni is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Spc and Midland National Life Insurance Company. He serves on the board of Norwell Youth Lacrosse and holds board positions with the LIMRA/LOMA Annuity Distribution Committee and the Coalition for Equity in Wholesaling. 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 uses data-driven tactical allocation strategies implemented mainly with ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Brett A

Series 63, Series 65

Dayton, OH

Beacon Capital Management, Inc.

Brett Agnew is a financial advisor at Beacon Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon since 2022, while also being affiliated with Sammons Financial Network since 2012. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms, retail advisors, and registered investment companies. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, using data-driven tactical allocation strategies implemented primarily through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Michael M

Series 65

West Des Moines, IA

Beacon Capital Management, Inc.

Michael Mock is a financial advisor at Beacon Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and also serves as Senior Vice President of Wealth Management Strategy at Sammons Financial Group. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms, retail advisors, and registered investment companies. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, trusts, and other institutional clients, utilizing data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Andrew R

CFP®, Series 63, Series 66

West Des Moines, IA

Beacon Capital Management, Inc.

Andrew Rinn is a CFP® with 23 years of industry experience, currently serving at Beacon Capital Management, Inc. He has held positions at Midland National Life Insurance Company, Sammons Financial Network, and Ameritas entities. Rinn is also the Secretary of the Society of Financial Service Professionals, a nonprofit role involving oversight of meeting minutes and bylaws without compensation. Beacon Capital Management provides investment advisory services primarily to retail investors through third-party intermediaries. The firm employs tactical, data-driven strategies using ETFs and mutual funds, managing model portfolios and offering discretionary account management for individuals, retirement plans, trusts, and registered investment companies.

Active portfolio management Passive / index investing Tax-loss harvesting
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William L

ChFC®, Series 63, Series 65

Dayton, OH

Beacon Capital Management, Inc.

William Lowe is a financial advisor at Beacon Capital Management, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Beacon in 2022, he worked at Spc from 2012 to 2021 and has ongoing affiliations with Sammons Financial Network, Sammons Retirement Solutions, and Sammons Financial Group. Outside of his advisory work, Lowe serves as a board member of the Insured Retirement Institute and Meals from the Heartland, and acts as a church elder at Valley Church in West Des Moines, IA. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a broad client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing mechanical, data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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James C

Series 63, Series 65

Dayton, OH

Beacon Capital Management, Inc.

James Cook is a financial advisor at Beacon Capital Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital Management since 1999 and The Tavenner Company since 2001. Outside of his advisory role, he is involved in the sale of conventional life and annuity products. Beacon Capital Management provides 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 utilizes data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Kerry C

Series 63, Series 65

Bryn Mawr, PA

Beacon Capital Management, Inc.

Kerry Cahill is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spc and Midland National Life Insurance Company. Cahill also manages a rental property in Florida outside of his advisory work. Beacon Capital Management provides third-party model portfolio management and 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 mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Isaiah S

Series 63, Series 65

West Des Moines, IA

Beacon Capital Management, Inc.

Isaiah Stegman is a financial advisor at Beacon Capital Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial Advisors and FBL Financial Group. Outside of his advisory role, he serves as Chair for Equipment at Northwest Soccer Club in Des Moines, Iowa. Beacon Capital Management provides 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 employs data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Tyler M

Series 65

Dayton, OH

Beacon Capital Management, Inc.

Tyler Mays is a financial advisor at Beacon Capital Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Beacon Capital Management since 2016. Beacon Capital Management, Inc. provides investment advisory services mainly to retail investors through third-party financial intermediaries, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies. The firm employs tactical, data-driven strategies using model portfolios primarily composed of ETFs and mutual funds, offering discretionary account management and custom portfolio solutions.

Active portfolio management Passive / index investing Tax-loss harvesting
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Dia Vante B

Series 66

Fairfax, VA

Beacon Capital Management, Inc.

Dia Vante Brown is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and five years of industry experience. Prior to joining Beacon, Brown worked at Midland National Life Insurance Company, Protective Life Insurance Company, Investment Distributors Inc, The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life and Advisory Services. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Brian T

Series 63, Series 66

Logan, UT

Beacon Capital Management, Inc.

Brian Thomson is a financial advisor with Beacon Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Sammons Financial Network, Midland National Life Insurance Company, and Cetera Advisors LLC. 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, and institutional clients. The firm employs data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Leonard D

ChFC®, Series 63, Series 65

Wesley Chapel, FL

Beacon Capital Management, Inc.

Leonard Durso is a financial advisor at Beacon Capital Management, Inc. with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Beacon, he worked at Midland National Life Insurance Company and Flexible Plan Investments LTD. 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, using data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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