Erin Campbell is a CFP® professional with 21 years of experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where she has worked since 2004. She holds Series 63 and Series 65 licenses and is one of three advisors at the firm. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active strategies, offering comprehensive net worth management, retirement plan consulting, and tax preparation as an ancillary service.

Stephanie Murray is a financial advisor at Beacon Financial Strategies Corp. in Raleigh, NC, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Financial Strategies since 2013. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach with passively managed index funds and ETFs as the core and selectively applied active strategies in satellite positions, offering comprehensive net worth management and retirement plan fiduciary services.

David Trettel is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Beacon Financial Strategies Corp. in Raleigh, NC, where he has been since 2024. His prior experience includes roles at Baird, Strategic Wealth Designers, Weston Banks Wealth Partners, Charles Schwab, and WELLS FARGO Advisors. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm uses a core-and-satellite investment approach with a combination of passive index funds and selectively applied active strategies, offering comprehensive net worth management alongside retirement plan consulting and fiduciary services.