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Christopher V

Series 65

Oak Ridge, NJ

Brookstone Capital Management LLC

Christopher Veal is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Investment Management, LLC and Investment Advisor Corp. In addition to his advisory role, Veal operates insurance agencies focused on annuities, life insurance, and employee benefits consulting. 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, and institutional investors such as sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and 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
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Lawrence D

Series 66

Wheaton, IL

Brookstone Capital Management LLC

Lawrence Delegge is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and 22 years of industry experience. He has been involved with the Power of Zero Marketing Program since 2015 and has operated Delegge Financial Services, LLC since 2007. Delegge also serves as an independent insurance agent and is a member of the board of directors for Metro Federal Credit Union, a volunteer position. 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, offering discretionary investment management via various model portfolios 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
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Thomas T

Series 63, Series 66, Series 65

Washington, DC

Brookstone Capital Management LLC

Thomas Toggas is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining Brookstone in 2018, he worked at Royal Fund Management, LLC and has been affiliated with Hindsight Asset Management since 1996. Toggas also operates as an independent insurance agent outside of his advisory role. 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 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
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Kevin M

Series 65

Winter Park, FL

Brookstone Capital Management LLC

Kevin Massey is a financial advisor with Brookstone Capital Management LLC in Winter Park, Florida. He holds a Series 65 credential and has been with Brookstone Capital Management since 2026, following a 20-year tenure at AmeriLife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program, utilizing strategic asset-allocation models, various investment vehicles, and both internal and external sub-advisors.

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
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Conrad K

Series 66

Chapel Hill, NC

Brookstone Capital Management LLC

Conrad Kunkel is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Brookstone since 2015. In addition to his role there, he owns GPS Financial Strategies, where he counsels individuals, families, and business owners on financial security matters. 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.

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
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Kyle B

Series 65

Jacksonville, FL

Brookstone Capital Management LLC

Kyle Boston is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020. Prior to this, he has held roles at First Coast Financial Group, where he is also Vice President, as well as earlier positions in unrelated industries. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a mix of strategic asset-allocation models, various securities, and sub-advisor relationships to implement client allocations.

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
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Santos R

Series 65

Greensboro, NC

Brookstone Capital Management LLC

Santos Rivera Vasquez is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, he worked in various roles at Panda Express and Amerilife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models, including proprietary investment strategies and a mix of ETFs, mutual funds, 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
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Richard B

Series 65

St Petersburg, FL

Brookstone Capital Management LLC

Richard Brown is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and six years of industry experience. He has worked at Brookstone since 2020 and is also involved in insurance sales through Amerilife and Health Services of St Petersburg, 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 RIAs, 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
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Beltran G

Series 65

Kissimmee, FL

Brookstone Capital Management LLC

Beltran Gamboa is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2019 and at AmeriLife since 2012, where he is also active as an insurance agent. 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 wide range of clients, 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
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John B

Series 65

Wheaton, IL

Brookstone Capital Management LLC

John Bromfield is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 65 credential and three years of industry experience. Prior to joining Brookstone Capital Management in 2023, he worked at JP Morgan Chase for three years and ServiceLink for four years. 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 turnkey asset management platform and offers discretionary portfolio management through strategic and dynamic asset-allocation models, incorporating ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds.

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
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Andrew S

ChFC®

Charlotte, NC

Brookstone Capital Management LLC

Andrew Sumallo is a ChFC® credentialed advisor with two years of industry experience, currently with Brookstone Capital Management LLC. He previously worked at Cardinal Advisors for nine years and Wells Fargo for two years. In addition to his advisory role, he works as an Insurance Advisor, providing consultations and sales for Medicare, long-term care, annuities, and life insurance. 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
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Thomas W

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Thomas Wolek 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 Capital Management since 2023. His prior experience includes roles at Wealth Financial Services & Tax Advisory, Pennsylvania State University, Essendant, and The Home Depot. 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 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
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Sage C

Series 65

Honolulu, HI

Brookstone Capital Management LLC

Sage Capone 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 since 2018. Prior to that, he was with Foundations Investment Advisors, LLC, and has provided estate planning services through EPCH since 2010. Additionally, he was involved with the East Oahu Volleyball Club for ten years. 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 program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management across various strategies and supporting 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
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Miles C

Series 65

Raleigh, NC

Brookstone Capital Management LLC

Miles Costin III is a Series 65-licensed advisor with 10 years of industry experience. He is currently with Brookstone Capital Management LLC and has held roles at Retirement Wealth Advisors, FormulaFolio Investments, LLC, and Innovative Advisors. Outside of advisory work, he owns and operates Innovative Advisors, where he sells life insurance and annuities and assists clients with college funding, financial aid, and structured cash flow planning. 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 alongside a variety of investment vehicles 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
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Roger F

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Roger Fuhrman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Fuhrman is also a professor at North Central College and is involved with Simplicity Financial Marketing. 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and 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
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Mitchell K

Series 65

Southern Pines, NC

Brookstone Capital Management LLC

Mitchell Keiser is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Southern Pines, NC, and has three years of industry experience. He previously worked at 360 Capital Management, where he served as a wealth management associate and as director of operations. Outside of his advisory role, Keiser is involved with insurance advising and business operations. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm uses a range of investment strategies, including strategic and dynamic asset allocation models and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies, while serving both direct clients and 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
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Vanessa R

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Vanessa Retter is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2021. In addition to her advisory role, she is involved in insurance sales. 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
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Amy L

Series 65

Greensboro, NC

Brookstone Capital Management LLC

Amy Lawson is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience and holds a Series 65 designation. She has worked at Brookstone Capital Management since 2022 and concurrently since 2017 at Retirement Wealth Advisors. Lawson also owns Lawson Financial Group, Inc., where she provides insurance and divorce financial consulting services. Brookstone Capital Management offers 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 uses a variety of investment vehicles, including proprietary funds, ETFs, 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
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David B

Series 63, Series 65

Atlanta, GA

Brookstone Capital Management LLC

David Bryant is a financial advisor at Brookstone Capital Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Brookstone since 2017 and previously worked at Patriot Advisory, LLC. Outside of his advisory role, he is a partner and managing member of Patriot Capital, LLC, a non-investment business, and also works as an independent insurance agent involved in non-registered insurance and annuity 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 registered investment advisers, sovereign wealth funds, and banking institutions, and offers services such as model portfolios and managed accounts primarily on a discretionary basis.

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
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Randal L

Series 63, Series 65

Panama City Beach, FL

Brookstone Capital Management LLC

Randal Locklier is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at several firms, including TD Ameritrade, Merrill, and Secure Investment Management. Additionally, he is a licensed insurance agent operating a non-investment related insurance agency through J.D. Mellberg Financial, LLC. 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 strategic 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
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