Chad founded Stone Beacon Capital in January 2017 after spending twenty years working at two multi-billon dollar wire house brokerage firms. He started his career at Merrill Lynch in 1997 where he achieved the Vice President designation along with being recognized as a Chairman’s Club member. In 2009 he transitioned to Wells Fargo Advisors where he was named to their President’s Counsel along with being promoted to Managing Director which is the highest title awarded to a Financial Advisor at the firm. Chad graduated Whittier College in 1996 where he recieved a Bachelor of Arts in Economics while playing college football. He also earned a Charted Mutual Fund Counselor® (CMFC®) designation from the College for Financial Planning. His family was the founding family in San Elijo Hills in 2000 where he currently resides with his wife Janelle and their five children, Brandon, Brooke, Blake, Bretton, and Brycen. When not in the office he spends free time with his family sharing their love of music, golf, and fishing. Chad and his family routinely participate in charitable work and philanthropy for the benefit of many different causes focused on children. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Stone Beacon Capital is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Stone Beacon Capital and Kestra IS are not affiliated.CA Insurance Liscense Number 0C13616This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Private Wealth Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance department at 844-553-7872.finra.org/sipc.org