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.

Aaron Schuler Jr. is a financial advisor with BEAM Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America, and Guardian Life Insurance. Outside of investment advisory work, he is involved in tax preparation and financial consulting related to divorce settlements through Davis Schuler & Associates, LLC, and creates content for a YouTube channel. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, and employs asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and behavioral finance. BEAM offers integrated financial services including wealth management, portfolio management, and affiliated tax and insurance services under separate engagements.