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Ralph C
Series 65
Parsippany, NJ
Brookstone Capital Management LLC
Ralph Currie is an advisor at Brookstone Capital Management LLC with a Series 65 credential and no prior industry experience. His work history includes roles at Brookstone Capital Management and International Financial Advisory Group, along with experience at Lindeken Farms. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.
Nancy S
Series 65
Frisco, TX
Brookstone Capital Management LLC
Nancy Schilreff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Brookstone Capital Management since 2018 and previously was employed with Client One Securities, LLC and Horter Investment Management. She is also Vice President of Schilreff & Associates, an insurance services business that provides life insurance, annuities, and long-term care policies tailored to client needs. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, servicing clients through both direct management and sub-advisory relationships.
Cole S
CFP®, Series 66
Wheaton, IL
Brookstone Capital Management LLC
Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
David T
Series 63, Series 65
Fairfield, CT
Brookstone Capital Management LLC
David Tetley is a financial advisor at Brookstone Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sound Income Strategies LLC and New England Financial Partners LLC. Outside of advising, he is an independent insurance agent at New England Financial Partners LLC, focusing on disability, fixed annuities, and life/accident/health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.
Benjamin P
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.
Richard R
CFP®, Series 63
Naples, FL
Brookstone Capital Management LLC
Richard Ringgold is a CFP® with 16 years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at Allstate Insurance Company since 2011 and also engages in fixed life, annuity, and health insurance sales as a sole proprietor. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.
Nicolas G
Series 65
Weston, FL
Brookstone Capital Management LLC
Nicolas Garcia is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2022. Prior to this, he was involved with My Legacy Group and has experience in accounting and academic roles. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds, and offers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.
Michael P
Series 66
Wheaton, IL
Brookstone Capital Management LLC
Michael Peregrym is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 66 designation and 10 years of industry experience. His career includes 11 years at Edward Jones before joining Brookstone Capital Management and Dowling Financial Services in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.
Rodney M
Series 63, Series 65
Calhoun Falls, SC
Brookstone Capital Management LLC
Rodney Martin is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Transamerica Premier Insurance Company and operates as an independent insurance agent through his own business, Blue Suit Advisors, LLC. He is also the owner of Senior Retirement Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a variety of investment strategies, including strategic asset allocation models and options-enhanced strategies.
Micah R
Series 65
Roanoke, VA
Brookstone Capital Management LLC
Micah Rich is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Secure Financial Group Inc, where he also serves as an insurance agent advising clients on insurance products including fixed-indexed annuities, Medicare, life insurance, and multi-year guarantee annuities. His background includes positions outside the financial industry, such as roles at Virginia Polytechnic Institute and United Parcel Service. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.
Palmerino S
Series 63, Series 65
Longmeadow, MA
Brookstone Capital Management LLC
Palmerino Santaniello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His career includes roles at Simplicity Wealth, AE Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and his own firm, JP Santaniello Retirement Planning Solutions, where he has been an owner and agent since 2006. Through his independent insurance and annuity agency, he offers insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of strategic asset-allocation models and offers discretionary portfolio management through various investment vehicles and affiliated sub-advisors.
Joshua M
Series 65
Fort Wayne, IN
Brookstone Capital Management LLC
Joshua Millard is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018, following three years at Neidiger, Tucker, Bruner Inc. He is also principal of Millard Financial Group, which provides life and health insurance services. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily through model portfolios, unified managed accounts, and separately managed accounts.
Stephen M
CFP®
Lincoln, NE
Brookstone Capital Management LLC
Stephen Morris Sr. is a CFP® professional with 14 years of industry experience, currently serving at Brookstone Capital Management LLC since 2018. He has prior experience with OnPointe Advisory and Financial Services, LLC, and Barrington Capital Management, Inc. Since 1990, he has also been president of Resources Planning Company, which provides life planning services for persons with disabilities. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with various managed account services.
Jennifer D
Series 65
Shreveport, LA
Brookstone Capital Management LLC
Jennifer Delcomyn is a Series 65-licensed advisor at Brookstone Capital Management LLC with one year of industry experience. She has also been associated with Evans Financial Group since 2006. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Mark M
Series 65
Short Hills, NJ
Brookstone Capital Management LLC
Mark Macdonald is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Advanced Wealth Preservation, LLC since 2014. Outside of his advisory role, he manages a college planning consulting business focused on college selection, admission, and preparation. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients such as sovereign wealth funds, employing a variety of discretionary investment strategies and supporting a large advisor network.
Casey M
CFP®
Wheaton, IL
Brookstone Capital Management LLC
Casey Madden is a CFP® professional with 17 years of industry experience, currently serving at Brookstone Capital Management LLC since 2009. He also operates CM Financial Planning, where he provides annuities, long-term care, and life insurance services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Derek S
Series 65
Fairfax, VA
Brookstone Capital Management LLC
Derek Sauerwine is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. In addition to his advisory role, he owns CTS Financials LLC, a single-person practice focused on insurance products such as long-term care insurance, life insurance, and fixed annuities, primarily serving clients in Virginia. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers portfolio management through a turnkey asset management platform and wrap-fee program.
Garrett G
Series 63, Series 65
Maple Grove, MN
Brookstone Capital Management LLC
Garrett Groebner is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2014. He also has ongoing experience with Ohio National Financial Services since 2010. Outside of his advisory role, he is involved in life insurance and indexed annuities sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.
Zachary H
Series 66
Worthington, OH
Brookstone Capital Management LLC
Zachary Howard is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has worked at Stifel and Cambridge Investment Research Advisors. Outside of his advisory work, he previously owned a personal LLC that is no longer active. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program, delivering investment management on a discretionary basis across various model portfolios and managed accounts.
Nicholas H
Series 65
Horsham, PA
Brookstone Capital Management LLC
Nicholas Hamner is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brookstone since 2022 and also has experience with Franklin Retirement Solutions. Outside of his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.
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