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William R
Series 66
Franklin, TN
Beacon Capital Management, LLC
William Rogers is a financial advisor at Beacon Capital Management, LLC with 21 years of industry experience and a Series 66 designation. He has been with Beacon since 2016 and previously worked at Kalos Capital, Inc. from 2014 to 2017. Outside of advisory services, he is also an insurance sales agent specializing in life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, focusing on tailored, diversified investment strategies.
Justin R
CFP®, Series 66
Franklin, TN
Beacon Capital Management, LLC
Justin Radford is a CFP® with eight years of industry experience currently serving at Beacon Capital Management, LLC since 2020. He previously worked at Edward Jones from 2018 to 2020 and served in the United States Air Force from 2015 to 2018. Beacon Capital Management is a wealth management firm that serves individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $1.27 billion in assets across more than 2,000 client relationships, offering diversified, tailored investment strategies and utilizing both fundamental and technical analysis.
Nicholas S
Series 66
Franklin, TN
Beacon Capital Management, LLC
Nicholas Shoulta is a financial advisor at Beacon Capital Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Beacon since 2020. Outside of his advisory role, he is also an insurance agent involved in the sales of insurance products, including annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and uses diversified investment strategies tailored to client objectives.
Andrew B
Series 65
Franklin, TN
Beacon Capital Management, LLC
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 B
CFP®, Series 66
Franklin, TN
Beacon Capital Management, LLC
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 F
Series 66
Franklin, TN
Beacon Capital Management, LLC
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 R
CFP®
Franklin, TN
Beacon Capital Management, LLC
Austin Reiser is a CFP® professional with four years of industry experience, currently serving as an advisor at Beacon Capital Management, LLC since 2021. Prior to this, he worked at Abound Wealth Management LLC and spent three years at Western Kentucky University. Beacon Capital Management is a wealth management firm supporting individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm employs diversified investment strategies and conducts regular account reviews to align with each client’s risk tolerance and objectives.
Connor R
CFP®, Series 63, Series 66
Franklin, TN
Beacon Capital Management, LLC
Connor Roggie is a financial advisor at Beacon Capital Management, LLC with five years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Beacon Capital Management in 2023, he worked at Radnor Wealth Management and Northwestern Mutual Investment Services. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, managing approximately $1.27 billion in assets across more than 2,000 client relationships.
Aubrey S
Series 65
Franklin, TN
Beacon Capital Management, LLC
Aubrey Snyder is a financial advisor at Beacon Capital Management, LLC with a Series 65 designation and over eight years of industry experience. Prior to joining Beacon Capital Management in 2026, he worked at Flagship Financial Advisors and Financial Engines. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses with discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages approximately $1.27 billion in assets across 17 advisors and emphasizes diversified portfolios tailored to client objectives.
Isaac K
Series 66
Franklin, TN
Beacon Capital Management, LLC
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 M
Series 65, Series 66
Franklin, TN
Beacon Capital Management, LLC
Frankie Merritt is a financial advisor with Beacon Capital Management, LLC, holding Series 65 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Beacon since 2013 and previously spent four years with Kalos Capital, Inc. Merritt is also licensed as an insurance sales agent, offering life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages approximately $1.27 billion in assets and focuses on tailored, diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, structured notes, and insurance products.
Tyron D
CFP®, Series 63, Series 65
Franklin, TN
Beacon Capital Management, LLC
Tyron Draper is a CFP® with 13 years of industry experience and has been with Beacon Capital Management, LLC since 2016. Prior to joining Beacon, he worked at Kalos Capital for one year. Outside of his advisory role, he is involved in project management focused on the purchase, renovation, and remarketing of distressed properties. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $1.27 billion in assets across more than 2,000 client relationships with diversified investment strategies tailored to client objectives.
Jonathan M
Series 66
Franklin, TN
Beacon Capital Management, LLC
Jonathan Maxson is a financial advisor at Beacon Capital Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Beacon since 2001, including prior experience at Kalos Capital Inc. He also sells life, long-term care, and disability insurance, as well as annuities. Beacon Capital Management serves individuals, high-net-worth clients, families, and businesses by providing portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations. The firm manages over $1.27 billion in assets and tailors portfolios using diversified investment strategies to suit each client’s risk tolerance and objectives.
Brandon D
Series 65
Franklin, TN
Beacon Capital Management, LLC
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 K
Series 63, Series 66
Franklin, TN
Beacon Capital Management, LLC
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 B
Series 63, Series 65
Franklin, TN
Beacon Capital Management, LLC
Cameron Benson is a financial advisor at Beacon Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Beacon since 2000, with a four-year tenure at Kalos Capital, Inc. Benson is also licensed as an insurance sales agent, offering life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm provides tailored portfolio management, financial planning, and retirement-plan consulting, managing approximately $1.27 billion in assets across more than 2,000 client relationships.
Javier M
Series 65
Franklin, TN
Beacon Capital Management, LLC
Javier Marroquin Forcade is a financial advisor at Beacon Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Investment Services, LLC and Carr, Riggs & Ingram. 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, combining fundamental and technical analysis with quantitative manager due diligence.
David B
CFP®, Series 66
Franklin, TN
Beacon Capital Management, LLC
David Buselmeier is a CFP® with 11 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 licensed as an insurance agent involved in the sales of life, long-term care, disability insurance, and annuities. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses with portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified investment strategies and utilizes third-party managers and institutional custody relationships to tailor portfolios to client objectives.
Noah B
Series 63, Series 65
Franklin, TN
Beacon Capital Management, LLC
Noah Blalock is an advisor with Beacon Capital Management, LLC in Franklin, TN, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked with Northwestern Mutual in both investment services and life insurance. Outside of financial services, he was involved with On The Block Sports LLC for two years. Beacon Capital Management is a wealth management firm serving individuals, high-net-worth clients, families, and businesses. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager allocations, with tailored investment strategies that include mutual funds, ETFs, equities, fixed income, and other asset classes.
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