Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Samuel P

Series 63, Series 65

Temecula, CA

Brookstone Capital Management LLC

Samuel Payne is a financial advisor with Brookstone Capital Management LLC in Temecula, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Brookstone Capital Management since 2010. Outside of his advisory role, he is involved in referral services for estate planning documents and coordinates social security education through Premier Social Security Consulting, LLC. 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, and supports a large advisor network with back-office and TAMP services.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Michael A

Series 65

Melbourne, FL

Brookstone Capital Management LLC

Michael Adams is a financial advisor at Brookstone Capital Management LLC, holding a Series 65 designation with one year of industry experience. He has worked at Amerilife and Health Services since 1994. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and business entities. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Matt M

CFP®, Series 65

Houston, TX

Brookstone Capital Management LLC

Matt Mc Intosh is a CFP® credentialed financial advisor with 10 years of industry experience at Brookstone Capital Management LLC in Houston, TX. He has been with Brookstone since 2016. Outside of advising, he is involved in insurance and annuity sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, and offers portfolio management through its turnkey platform and wrap-fee program.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Jared D

Series 65

Meridian, ID

Brookstone Capital Management LLC

Jared Davis is a financial advisor with Brookstone Capital Management LLC in Meridian, ID, holding a Series 65 credential and 14 years of industry experience. He has been involved with Davis Wealth Management since 2014 and owns Four Season Taxes, a tax preparation business he operates alongside his advisory work. 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, offering a range of discretionary investment solutions via model portfolios, unified managed accounts, and separately managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Robert S

CFP®, Series 63, Series 65

Montgomery, AL

Brookstone Capital Management LLC

Robert Scullen is a CFP® professional with 47 years of industry experience. He has worked at Brookstone Capital Management LLC since 2018 and previously held roles at Global Financial Private Capital LLC and GF Investment Services LLC. He also operates Robert W. Scullen Insurance, a business he has owned since 2002. 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, such as strategic and dynamic asset allocation, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

T R

Series 65

Maitland, FL

Brookstone Capital Management LLC

T Royer is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been involved with Group 10 Financial since 1988, where he serves as CEO overseeing insurance and annuity 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, and institutional clients such as sovereign wealth funds and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Steve S

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Steve Shyman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at Brookstone since 2015. Additionally, he operates Wilsave Financial and is involved as a distributor of water ionizer machines. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Sarah S

Series 65, Series 63

Phoenix, AZ

Brookstone Capital Management LLC

Sarah Stevenson is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Capital Insight Partners and The Vanguard Group, Inc. In addition to her advisory role, she is a Pilates instructor at Reformed Pilates in Scottsdale, AZ, and has experience as a contracted clothing model with Arizona Model Management. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes various investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

John F

Series 63, Series 65

Bridgton, ME

Brookstone Capital Management LLC

John Fontana Jr. is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Western Maine Retirement Solutions since 2005. Outside of his advisory role, he is also a musician. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Robert Q

CFP®, Series 66

Horsham, PA

Brookstone Capital Management LLC

Robert Quittner Jr. is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2019. Prior to this, he worked for Lincoln Financial Advisors Corp from 2009 to 2019. Outside of his advisory role, he is co-owner and agent at Brooks-Quittner Employee Benefits & Planning Group, offering various insurance products including accident, health, disability, and traditional life 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, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and various managed account strategies.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Robert R

Series 65, Series 63

Rancho Cucamonga, CA

Brookstone Capital Management LLC

Robert Radford is a financial advisor with Brookstone Capital Management LLC in Rancho Cucamonga, CA, holding Series 65 and Series 63 credentials and 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and running Cucamonga Retirement & Tax Advisors, where he also serves as president and independent insurance agent. In addition to his advisory work, he is vice president at Liberty Tax Service, providing tax preparation services. 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 range of investment vehicles, operating a turnkey asset management platform and serving as both advisor and sub-advisor across various programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Owen A

Series 66, Series 65

Gray, TN

Brookstone Capital Management LLC

Owen Arnoff is a financial advisor with Brookstone Capital Management LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. In addition to his role at Brookstone since 2016, he is the owner and president of Arnco, Inc., providing tax preparation advice and representation. He also owns Wealth Protection Insurance Services, where he has been involved in life and health insurance sales since 1984. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of investment strategies, including proprietary asset-allocation models and both internal and external sub-advisors, to manage portfolios through a turnkey asset management platform and wrap-fee programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

William H

Series 63, Series 65

Las Vegas, NV

Brookstone Capital Management LLC

William Hinder is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Brookstone Capital Management in 2022, he held roles at Net Law Group Inc., Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he is the owner and founder of Sky Point Tax Pros, a tax preparation and planning business, and creates content as a participant in the YouTube Partner Program. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes a range of investment strategies, including strategic and dynamic asset allocation, ETFs, mutual funds, options-enhanced strategies, and proprietary funds, and operates a turnkey asset management platform serving a broad client base.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Kevin M

Series 63, Series 65

Ormond Beach, FL

Brookstone Capital Management LLC

Kevin McCarthy is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Safe Harbor Financial Advisers since 2010 and McCarthy Insurance and Financial Services, Inc. since 2002. In addition to advisory work, he provides seasonal tax return preparation 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.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Eddie J

Series 66

Scottsdale, AZ

Brookstone Capital Management LLC

Eddie James is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Raymond James and Spring Venture Group. In addition to 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 broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Randall F

ChFC®, Series 65

Franklin, TN

Brookstone Capital Management LLC

Randall Fritts is a ChFC® and Series 65-registered financial advisor with 14 years of industry experience. He is affiliated with Brookstone Capital Management LLC and Elevated Wealth Management, LLC. Fritts has worked at Brookstone Capital Management since 2016 and has been involved with Elevated Wealth Management as an owner and insurance sales representative. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory relationships.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Justin F

CFA®, Series 65, Series 63

Palm Beach, FL

Brookstone Capital Management LLC

Justin Farley is a financial advisor at Brookstone Capital Management LLC in Palm Beach, FL. He holds the CFA® designation along with Series 65 and Series 63 licenses. Prior to joining Brookstone Capital Management and Amerilife in 2026, Farley worked at Ship Sticks for 14 years. Brookstone Capital Management provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models alongside a variety of investment vehicles, and it serves as both a primary advisor and sub-advisor through a turnkey asset management platform.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Kenneth O

Series 63, Series 65

Flemington, NJ

Brookstone Capital Management LLC

Kenneth Orenstein is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bedrock Investment Advisors and operates Brokerage Consulting, where he advises business owners and federal employees on group health, Medicare benefits, and employee retirement plans. 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 programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Jordan H

Series 65

Charlotte, NC

Brookstone Capital Management LLC

Jordan Hamilton is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has experience working at AmeriLife of North Carolina and FedEx Freight. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Darin L

CFP®, Series 65, Series 66

Clarkston, MI

Brookstone Capital Management LLC

Darin Louw is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill, and operating as the Principal of Advanced Insurance Marketing Solutions, an insurance marketing organization. He also works as the Life & LTC Director for Darcy Smith's Amerilife office and provides life, LTC, and annuity sales to individual clients. Brookstone Capital Management provides fee-based asset management and financial planning services to a broad client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies through its turnkey management platform and wrap-fee program.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")