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 financial advisor at Beacon Wealth Consultants, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Beacon Wealth Consultants since 2012. In addition to her advisory role, she has been involved in educational activities since 1995. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm combines proprietary portfolio solutions with a faith-based investment approach and offers both direct management and third-party implementation options.

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.

Hannah Nolan is a financial advisor at Beacon Wealth Consultants, Inc. with one year of industry experience. She previously worked at SageView Advisory Group and PYA Waltman Capital. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm uses an internal investment committee to guide asset allocation and manager selection and incorporates faith-based, Biblically Responsible Investment screening in its portfolios.

Jacob Preston is a financial advisor at Beacon Wealth Consultants, Inc. in Roanoke, VA, holding a Series 65 designation with five years of industry experience. He has been with Beacon Wealth Consultants since 2020 and has over two decades of full-time experience in education. 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 combined with an internal investment committee to tailor client strategies and emphasizes faith-based, Biblically Responsible Investment screening in its portfolios.

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 three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Investments, Cadaret Grant & Co., Inc., and Quickline Capital Partners. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm manages approximately $278 million in client assets and incorporates a structured investment process with an emphasis on faith-based, Biblically Responsible Investment screening.

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® professional with 18 years of experience in the financial services industry. She has been with Beacon Wealth Consultants, Inc. since 2012 and holds the Series 66 designation. Outside of her advisory role, she is involved in term life insurance sales. Beacon Wealth Consultants serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs an internal investment committee to guide portfolio decisions and incorporates faith-based Biblically Responsible Investment screening as part of its structured client strategy process.

Hillary Sunderland is a CFA® charterholder with 17 years of industry experience. She has worked at Beacon Wealth Consultants, Inc. since 2017, following prior roles at 21:5 Financial Network and Vicus Capital, Inc. 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, estate administration, and retirement plan consulting. The firm employs an internal investment committee to guide decisions and emphasizes faith-based, Biblically Responsible Investment screening in portfolio construction.

Tamie Frets is a financial advisor at Beacon Wealth Consultants, Inc. with prior experience at PNC Bank, Wells Fargo, and Bank of America. She holds Series 63 and Series 65 licenses and has been with Beacon Wealth Consultants since 2025. Outside of finance, she works as a server at a local restaurant. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with a range of wealth management and financial planning services. The firm employs an internal investment committee to guide decision-making 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.