Trademark Capital Management Inc.

Joseph Ezernack II is a principal at Trademark Capital Management Inc. with 23 years of industry experience. He has been with Trademark Capital Management since 2011 and previously was involved with Trademark Sports Management, LLC. Mr. Ezernack is an 18% owner of Trademark Sports Company, which provides concierge services to professional athletes, and he serves in a consultative role there. Trademark Capital Management advises a diverse client base including investment professionals, retirement plans, pooled vehicles, and individuals. The firm employs an active, rules-based tactical asset allocation process using a proprietary quantitative model and offers sub-advisory services, retirement plan consulting, and discretionary portfolio management.

Donald Beasley is a financial advisor at Trademark Capital Management Inc. with 24 years of industry experience and a Series 65 credential. He has been with Trademark Capital Management since 2011. Outside of his advisory role, he is involved with Stone Barn Portfolios, where he contributes to web-based investment research, model portfolio testing, and podcast participation. Trademark Capital Management serves a diverse client base including investment professionals, retirement plans, private pooled vehicles, and individual wealth-management clients. The firm employs an active, rules-based tactical asset allocation strategy using a proprietary quantitative model and provides a range of services such as sub-advisory, retirement plan consulting, discretionary portfolio management, and private fund management.

Joel Fernando is a Series 65-credentialed financial advisor with two years of industry experience. He has worked at several firms, including Preservation Services LLC and Baobab Financial Advisory LLC, before joining Trademark Capital Management Inc. in 2026. Trademark Capital Management Inc. serves a diverse client base, providing sub-advisory services, retirement plan consulting, discretionary portfolio management, and financial planning. The firm employs an active, rules-based tactical asset allocation process supported by a proprietary quantitative model and manages affiliated private pooled funds with performance-based compensation structures.

David Denham is a financial advisor at Trademark Capital Management Inc. in Watkinsville, GA, with 10 years of industry experience. He holds a Series 65 credential and is the owner of Denham Wealth Management, LLC, through which he conducts a licensed life and health insurance business. Denham has been with Trademark Capital Management since 2016. Trademark Capital Management advises a diverse client base, including investment professionals, retirement plans, private pooled vehicles, and individual clients. The firm employs an active, rules-based tactical asset allocation strategy using a proprietary quantitative model and offers sub-advisory services, model portfolios, and retirement plan consulting.

Clayton Keffer is an advisor at Trademark Capital Management Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to entering the financial industry, he worked for seven years at Mutty Paws and spent several years in education at the University of North Georgia and Oconee County High School. Trademark Capital Management Inc. serves a diverse client base including investment professionals, retirement plans, and individual wealth-management clients. The firm employs an active, rules-based tactical asset allocation strategy and offers sub-advisory services, model portfolios, and private fund management.

Joseph Maxey is a CFP® with 15 years of industry experience, currently working at Trademark Capital Management Inc. He has held roles at Trademark Capital since 2011, with additional experience at Zacks Investment Management and Independent Financial Partners. Outside of financial advising, he is a partner in Skywater Construction, a custom home builder, where he spends significant time managing operations. Trademark Capital Management advises a diverse client base including investment professionals, retirement plans, and individual wealth-management clients, utilizing an active, rules-based tactical asset allocation approach supported by proprietary quantitative models. The firm also serves as a private fund adviser and sponsor, managing affiliated pooled funds and providing sub-advisory, consulting, and financial planning services.