Trademark Capital Management Inc.

Donald Beasley is a financial advisor at Trademark Capital Management Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Trademark Capital Management since 2011. Outside of his advisory role, he is involved with Stone Barn Portfolios, a web-based investment research and model portfolio platform where he contributes to research and podcasts. Trademark Capital Management provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, and other investment professionals. The firm employs an active, model-driven investment approach using proprietary tactical asset-allocation models and manages both individual and institutional assets, including affiliated private funds and collective investment trusts.

Joel Fernando is a financial advisor at Trademark Capital Management Inc. with a Series 65 designation and over a decade of professional experience, including roles at Preservation Services LLC, Baobab Financial Advisory LLC, and Liberty University. His background spans various advisory and retirement planning positions. Trademark Capital Management provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, and other investment professionals. The firm employs an active, model-driven investment approach using proprietary tactical asset-allocation strategies across ETFs, mutual funds, equities, and fixed income, while also managing affiliated private funds and collective investment trusts.

David Denham is a financial advisor with Trademark Capital Management Inc. in Watkinsville, GA, holding a Series 65 credential and nine years of industry experience. He has been with Trademark Capital Management since 2016 and owns Denham Wealth Management, LLC, through which he conducts a licensed life and health insurance business. Trademark Capital Management provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, and other investment professionals. The firm employs an active, model-driven investment approach using proprietary tactical asset-allocation models and manages approximately $220 million in discretionary assets across individual and institutional clients.

Clayton Keffer is a financial advisor at Trademark Capital Management Inc. with a Series 65 credential and two years of experience at the firm. Before joining Trademark Capital, he worked at Mutty Paws for seven years and held positions at the University of North Georgia and Oconee County High School. Trademark Capital Management Inc. manages approximately $150.8 million for about 330 clients, including high-net-worth individuals and institutions. The firm employs a proprietary, rules-based tactical asset allocation model with active allocation across ETFs, mutual funds, equities, and fixed income, and offers sub-advisory services, retirement plan consulting, and model portfolios for third-party platforms.

Joseph Maxey is a financial advisor at Trademark Capital Management Inc. with 15 years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Zacks Investment Management and Independent Financial Partners. Outside of advisory work, Maxey is a partner in Skywater Construction, a custom home building company based in Athens, Georgia. Trademark Capital Management provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as retirement plans and other investment professionals. The firm employs an active, model-driven investment approach focused on tactical asset allocation across ETFs, mutual funds, equities, and fixed income, tailoring portfolios to clients’ risk tolerance and objectives.

Grant Parker is a financial advisor with State Farm Investment Management holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles with the Toronto Blue Jays and Minnesota Twins, as well as self-employment and educational positions. He is also involved in coaching and development through Infinite Vision Sports Academy. State Farm Investment Management Corp. provides discretionary investment management using centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm manages individual and retirement accounts through a retail wrap-fee program offered via its affiliated broker-dealer, using a mix of low-cost ETFs and actively managed mutual funds with automated rebalancing and tax-loss harvesting.