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Andrea J
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Andrea Jevne is a financial advisor at Brookstone Capital Management LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Ameriprise. 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.
David B
Series 63, Series 65
Gladstone, MO
Brookstone Capital Management LLC
David Blickhan is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked concurrently at JC Grason of Kansas City, Inc. and Brookstone Capital Management since 2008. Outside of his advisory roles, he serves as president of the board of directors for a Catholic family credit union. 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, offering primarily discretionary investment management via model portfolios and separately managed accounts.
Christopher G
Series 65
Port Saint Lucie, FL
Brookstone Capital Management LLC
Christopher Glading is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked in various roles including as a licensed insurance agent and in youth leadership positions within community organizations. His prior work includes engagements with AmeriLife and managing his own advisory firm, Chris Glading Financial Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and various affiliated and proprietary investment products.
David W
Series 63, Series 65
Rohnert Park, CA
Brookstone Capital Management LLC
David Wasson is a financial advisor with Brookstone Capital Management LLC in Rohnert Park, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. In addition to his advisory role, Wasson has worked with Wasson Insurance Services since 2005 and is also an insurance agent involved in social security planning. Brookstone Capital Management is an SEC-registered adviser serving a broad 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 through a turnkey asset management platform and wrap-fee program, supporting a large advisor network with discretionary investment management delivered mainly via model portfolios and separately managed accounts.
Lance B
Series 65
Overland Park, KS
Brookstone Capital Management LLC
Lance Boeger is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and two years of industry experience. He has a background that includes roles outside of financial advising, such as benefits specialist at Amerilife Benefits, where he assists employer groups with benefits communication and insurance enrollment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles, including ETFs, mutual funds, and options-enhanced strategies through its turnkey asset management platform.
Taylor M
Series 65
Bethlehem, PA
Brookstone Capital Management LLC
Taylor Munoz is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Solid Ground Wealth Advisors and previously worked at Abundant Streams Capital Group, Pocono Township, and the Senate of Pennsylvania. Brookstone Capital Management LLC 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 and offers discretionary portfolio management through various platforms and sub-advisory relationships.
Ray C
Series 63
Sunset, SC
Brookstone Capital Management LLC
Ray Croff is a financial advisor with Brookstone Capital Management LLC and holds a Series 63 designation. He has eight years of industry experience, including time at Hall ETF Wealth Management System, Inc., and over two decades of self-employment prior to joining Brookstone. Outside of advising, he is involved in exit planning roundtables, working with business owners on preparing for the sale and value creation of their businesses. 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, and is notable for its platform support of a large advisor network and its integration with insurance and banking referral channels.
Tyler B
Series 63, Series 66
Meriden, CT
Brookstone Capital Management LLC
Tyler Bruns is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models along with a mix of investment vehicles, and serves both as a sub-advisor and through its turnkey asset management platform.
Shane H
Series 66
Worthington, OH
Brookstone Capital Management LLC
Shane Hostetler is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Young Wealth Management, KeyBank, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he owns and operates Hostetler Personal Fitness LLC, where he designs exercise routines and leads workout sessions. 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, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.
Dillon W
CFP®, Series 65
Brentwood, TN
Brookstone Capital Management LLC
Dillon Woodruff is a CFP® with seven years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at Keystone Wealth Alliance and Keystone Financial Resources, and he volunteers as treasurer for Millersburg Baptist Church. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies.
Justin R
Series 65
Sacramento, CA
Brookstone Capital Management LLC
Justin Romo is a financial advisor with Brookstone Capital Management LLC in Sacramento, CA, holding a Series 65 license and five years of industry experience. Prior to joining Brookstone in 2021, he worked at Colliers International, where he prepared financial statements for commercial real estate owners. He also prepares taxes as an enrolled agent through a separate business activity. 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 strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.
Michael G
Series 65
Stafford, VA
Brookstone Capital Management LLC
Michael Grady is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been associated with RMCI Financial Services, LLC since 2016. Outside of advisory roles, he works as an independent insurance agent and is a registered tax preparer during tax season. 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.
Chad G
Series 63, Series 65
Canton, GA
Brookstone Capital Management LLC
Chad Gough is a financial advisor with Brookstone Capital Management LLC in Canton, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include working at FMG Distributors Inc, Divergent Financial Group Corp, and TruChoice. Outside of advising, he is the head soccer coach for Georgia/Cherokee Impact Soccer Club. 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, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.
Samuel G
Series 65
Walpole, MA
Brookstone Capital Management LLC
Samuel Graff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at ProIncome, Rise North Capital, and Foundations Investment Advisors. He has also worked outside finance at Spartan Race Inc and EF Education First. 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 a variety of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.
Matthew M
Series 65
Atlanta, GA
Brookstone Capital Management LLC
Matthew Mc Clure is a financial advisor with Brookstone Capital Management LLC in Atlanta, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Brookstone in 2023, he worked at AmeriLife and has a background in broadcast media, including a role as Executive Producer at iHeartMedia. Outside of advising, he co-hosts and produces radio shows and podcasts focused on retirement and financial topics as part of AmeriLife’s Retirement.Radio Network. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management mainly through discretionary model portfolios and managed accounts, supporting a large advisor network with a platform-oriented approach and maintaining ties to the insurance and banking sectors.
Todd S
Series 63, Series 66
Wheaton, IL
Brookstone Capital Management LLC
Todd Schossow is a financial advisor at Brookstone Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Northern Trust Bank and Northern Trust Securities Inc for 12 years. He has been with Brookstone Capital Management since 2021. 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 or thrift institutions.
Louis S
Series 63, Series 65
Charlotte, NC
Brookstone Capital Management LLC
Louis Satryan is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ft. Washington Brokerage Services, Inc. since 2000. Outside of his advisory role, he serves as a college football on-field referee during the season and works as an insurance agent. 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 advisers, sovereign wealth funds, and banking institutions, primarily delivering discretionary investment management via model portfolios and unified managed accounts.
Hans S
CFP®, ChFC®, Series 63
Durham, NC
Brookstone Capital Management LLC
Hans Scheil Jr. is a CFP® and ChFC® with 20 years of experience in financial advisory. He is currently with Brookstone Capital Management LLC and serves as CEO and insurance agent at H.E. Scheil & Associates, Inc., where he spends a significant portion of his time. His prior experience includes roles at Insurance Advisor Associates, Inc., Cardinal Retirement Planning, Inc., and Gradient Investments, 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 broad client base, including individuals, retirement plans, corporations, and institutional clients, and supports a large advisor network with back-office and sub-advisory services.
Radames A
CFP®
Miami, FL
Brookstone Capital Management LLC
Radames Abreu is a CFP® professional with three years of experience in financial advising at Brookstone Capital Management LLC. He has been president and agent of Forte Insurance Professionals Associates since 2000 and also works as a business consultant advising owners on operational efficiency and performance. 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 RIAs, sovereign wealth funds, and banking institutions.
Bryan R
Series 63, Series 65
Roanoke, VA
Brookstone Capital Management LLC
Bryan Rich is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2019. Prior to that, he was with Horter Investment Management and serves as president of Secure Financial Group, Inc., where he consults on insurance, annuities, and precious metals. 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 RIAs, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts.
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