Beacon Wealth Consultants, Inc.

Jerry Mcmillan is a financial advisor at Beacon Wealth Consultants, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Beacon Wealth Consultants since 2017 and previously spent a decade at Bb&T Bank and 19 years at Bb&T Investments. Outside of his advisory role, he operates an independent contracting business focused on life insurance, long-term care insurance, and fixed annuity sales. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, and retirement plan consulting. The firm employs an internal investment committee to guide decisions and incorporates faith-based, Biblically Responsible Investment screening into its portfolios.

Kimberly Jenkins is a Series 65-licensed advisor at Beacon Wealth Consultants, Inc. in Roanoke, VA, with 14 years of industry experience. She has been with Beacon Wealth Consultants since 2012 and has worked in education since 1995. Beacon Wealth Consultants serves a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm utilizes a structured investment approach with an internal committee, incorporates faith-based investment screening, and manages approximately $278 million in client assets.

Conner Compton is a financial advisor with Beacon Wealth Consultants, Inc. in Roanoke, VA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Virginia Tech and Pulaski County Emergency Management. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm uses an internal investment committee to guide decisions and offers faith-based, Biblically Responsible Investment screening as part of its tailored client strategies.

Colin Craig is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 65 designation and has a background that includes several years at Geneva College. Beacon Wealth Consultants serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a structured investment process with a focus on faith-based, Biblically Responsible Investment screening and manages approximately $278 million in client assets.

David Black is a financial advisor at Beacon Wealth Consultants, Inc. in Salem, OR, holding a Series 65 designation with four years of industry experience. His prior roles include positions at the Oregon Department of Revenue and RetireReady Solutions. Beacon Wealth Consultants serves a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and plan sponsors, offering comprehensive wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a structured discovery process and emphasizes faith-based, Biblically Responsible Investment screening in its portfolio construction.

Michael Sunderland is a financial advisor at Beacon Wealth Consultants, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Beacon since 2017, following a year at 21:5 Financial Network. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs a structured discovery process and an internal investment committee to tailor client strategies and emphasizes faith-based, Biblically Responsible Investment screening on a best-efforts basis.

Richard Laymon Jr. is a CFP® professional with 24 years of experience in financial advising, currently serving at Beacon Wealth Consultants, Inc. since 2010. He holds Series 63 and Series 65 licenses and is an adjunct professor teaching retirement planning at Roanoke College. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors offering comprehensive wealth management, financial planning, discretionary and non-discretionary investment management, estate administration, and retirement plan consulting. The firm employs a structured discovery process and an internal investment committee to tailor client strategies, emphasizing faith-based, Biblically Responsible Investment screening.

Chase Cavanaugh is a financial advisor at Beacon Wealth Consultants, Inc. with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Grove Point Investments and Cadaret, Grant & Co., Inc. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs a structured investment process supported by an internal committee and emphasizes faith-based Biblically Responsible Investment screening for its portfolios.

Cameron Smith is a Series 65-registered financial advisor with Beacon Wealth Consultants, Inc., where he has worked for one year. He has ten years of experience as part of the Reformed University Fellowship and currently serves as a part-time pastor at Oakwood Presbyterian Church. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a structured discovery process and an internal investment committee to tailor client strategies, with an emphasis on faith-based, Biblically Responsible Investment screening.

Cassandra Laymon is a CFP® with 19 years of industry experience, currently serving at Beacon Wealth Consultants, Inc. since 2012. She holds the Series 66 designation and operates out of Roanoke, VA. Outside of advisory work, she is involved in term life insurance sales through a related business activity. Beacon Wealth Consultants is a team-based firm managing approximately $278 million in client assets. The firm provides comprehensive wealth management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and plan sponsors, employing a structured investment approach with an emphasis on faith-based, Biblically Responsible Investment screening.

Hillary Sunderland is a CFA® charterholder with 17 years of experience in financial services. She is currently with Beacon Wealth Consultants, Inc., where she has worked since 2017. Her previous roles include positions at 21:5 Financial Network, Vicus Capital, Inc., and ARIS Wealth Services Inc. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, and investment management services. The firm employs an internal investment committee to guide decisions and incorporates faith-based, Biblically Responsible Investment screening in its portfolios.

Kirk Hobart is a Series 65 licensed advisor at Beacon Wealth Consultants, Inc. in Hickory, NC, with seven years of industry experience. Before joining Beacon Wealth Consultants in 2022, he worked at Higher Ground Financial, LLC for 13 years. Outside of his advisory role, he provides consulting services on business and financial matters to Carolina Oncology Specialists, PA. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs an internal investment committee to guide portfolio construction and emphasizes faith-based, Biblically Responsible Investment screening.