Benjamin Kleck is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Costanzo Financial Advisors and TD Bank N.A. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and acts as a sub-advisor to other advisory programs.

Michael Jones is a financial advisor at Brookstone Capital Management LLC in Charlotte, NC, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been affiliated with APR Financial LLC since 2011, where he operates an LLC that brokers life and health insurance, annuity products, and provides services related to Medicare, long-term care insurance, and 401(k) rollovers. 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.

Marvin Reynolds is a ChFC®-designated financial advisor with 15 years of industry experience. He is currently with Brookstone Capital Management LLC, where he has worked since 2020. Prior to that, he was with Horter Investment Management, LLC, and he is also the owner of R & P Wealth Advisors, where he sells life insurance and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services 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 sovereign wealth funds.

George Clark Jr. is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with six years of industry experience. He has been with Brookstone since 2020 and concurrently holds a position at AmeriLife, where he has worked since 2012. Clark is also a licensed insurance agent in Florida, focusing on life, health, and annuity sales. 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 and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Ashley Pulliam is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Brookstone, she worked at Sharp Financial, Inc. and has held roles at Arkansas State University and Arvest Bank. She is also active as an advisor agent involved in the sale of annuities, life insurance, and Medicare supplements. 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 utilizes a range of investment strategies and offers discretionary portfolio management through its turnkey asset management platform.

Alfred Costanzo is a Series 65 registered advisor with seven years of industry experience. He is currently with Brookstone Capital Management LLC and has previously worked at Florida Financial Advisors, Trinity Wealth Securities L.L.C., and several other firms. Outside of his advisory role, he is involved in managing short-term rental properties. 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 asset allocation models and investment vehicles, offering discretionary portfolio management through its proprietary platforms and sub-advisory relationships.

Thomas Martin is a financial advisor at Brookstone Capital Management LLC in Aurora, Colorado, holding Series 63 and Series 65 credentials with nine years of industry experience. He has worked at Brookstone since 2020 and owns Martin Heritage Group, LLC, which focuses on life insurance sales and promoting financial literacy through literature and seminars. Prior to these roles, he held positions at Premier Insurance Partners, American Income Life, Teletech, and Allstate Financial. 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.

Christopher Stern is a financial advisor with Brookstone Capital Management LLC in Wilmington, NC, holding a Series 65 credential and 13 years of industry experience. He has worked at Brookstone Capital Management since 2013 and was previously with NorthStar Financial from 2009 to 2017 and CES Retirement Advisors since 2018. Outside of advisory work, 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, and offers model portfolios and managed account services primarily on a discretionary basis.

Stephen Young is a CFP® with eight years of industry experience currently serving at Brookstone Capital Management LLC since 2021. He previously worked at Crown Capital Securities, LP and has been affiliated with National Life Group since 2011. Outside of investment advisory, he works as an independent contractor in insurance sales focusing on fixed annuities and life insurance. 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 and a range of investment strategies, offering discretionary portfolio management through its turnkey platform and acting as a sub-advisor to other advisory programs.

Robert Szymanski is a CFP® and ChFC® with 16 years of industry experience. He is currently affiliated with Horter Investment Management, LLC and is a financial advisor at Brookstone Capital Management LLC in Duluth, GA. His other business activities include insurance sales and Medicare back-office referrals. 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 programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Tyler Rea is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at American Contractors Insurance Group and Ernst and Young. Additionally, he is involved in insurance sales, advising clients on insurance products. 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 and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Matthew Howard is a Series 65-licensed financial advisor with five years of industry experience. He is currently associated with Brookstone Capital Management LLC and Guardian Financial Management. Prior to these roles, he worked for PR Liquidating Trust for eleven years. 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 utilizes strategic and dynamic asset-allocation models, a variety of investment products, and both internal and external sub-advisors to implement client portfolios.

James Koester is a financial advisor at Brookstone Capital Management LLC with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at multiple firms including JDM Financial and Secure Asset Management. Outside his advisory role, Koester is a financial professional involved in the sale of annuities and life insurance, primarily serving retirees and those planning retirement. Brookstone Capital Management provides 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 blend of investment strategies, including proprietary funds and external sub-advisors, to manage client portfolios.

Chandra Halverson is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes positions at Strategic Wealth Investment Group, Cetera Advisor Networks, Sageview Advisory Group, and BOK Financial Securities, Inc. 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, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Luke Bertke is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management and Eikenberry Retirement Planning since 2017. Prior to that, he was with Leagers Insurance for two years. His other business activities include insurance sales. 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 wrap-fee programs.

Daniel Dalke Dupey is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has prior experience in insurance sales and management, serving as Managing Director at AmeriLife of Port Charlotte since 2022. He also worked in various roles in the insurance and food service industries from 2014 to 2022. 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 strategic and dynamic asset-allocation models and utilizes a variety of investment vehicles, offering discretionary portfolio management through its turnkey platform and serving as a sub-advisor to other advisory programs.

Brian Kurtz is a financial advisor with Brookstone Capital Management LLC in Troy, MI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Brookstone since 2007 and has worked at A.L. Williams since 1990. Outside of advisory work, he is also licensed as a life and annuity insurance agent. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

Nicholas Boeckman is a CFP® professional with 14 years of industry experience, currently serving at Brookstone Capital Management LLC since 2012. He also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with back-office and turnkey asset management platform services.

Steve Parker is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 license and 23 years of industry experience. He has been with Brookstone since 2013 and additionally owns and manages Steve Parker & Associates, LLC, which provides financial and retirement income planning as well as fixed insurance products. He also engages in consulting projects for businesses and business owners. Brookstone Capital Management offers 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, a mix of investment strategies including ETFs, mutual funds, and options-enhanced strategies, and serves as both a primary advisor and sub-advisor through its turnkey asset management platform.

Keith Hubbard is a financial advisor at Brookstone Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services and JPMorgan Securities. 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, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.