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Ford S

Series 65

Ponte Vedra, FL

Brookstone Capital Management LLC

Ford Stokes is a financial advisor at Brookstone Capital Management LLC with 9 years of industry experience. He holds a Series 65 designation and has previously worked at Amerilife, Foundations Investment Advisors, Retirement Wealth Advisors, Talon Wealth Management, and The Stokes Agency. Outside of his advisory role, he owns a cheer and gymnastics gym in Fort Walton, Florida. Brookstone Capital Management is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, 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, delivering investment management primarily on a discretionary basis via various 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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Marsha H

Series 63, Series 65

Fort Wayne, IN

Brookstone Capital Management LLC

Marsha Harris is a financial advisor with Brookstone Capital Management LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Unified Wealth and Retirement Planning and Brookstone Capital Management since 2009. Harris is also involved in insurance sales, focusing on long-term care, disability, and annuities, and provides tax preparation services for existing clients. Brookstone Capital Management is an SEC-registered adviser offering 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, and supports a large advisor network with model portfolios, unified managed accounts, and various investment 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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Matthew B

Series 63, Series 65

Tukwila, WA

Brookstone Capital Management LLC

Matthew Burklund is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Union Central Life Insurance since 2008 and Cornerstone Financial Services LLC since 2007, and he is also involved with Burklund Inc. Outside of his advisory role, he is a partner at Basin Insurance Associates, focusing on property and casualty insurance, and at CoveredNow.com, which provides health insurance services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles alongside proprietary funds and sub-advisors to implement client portfolios.

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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Stacey T

Series 65

Bedford, TX

Brookstone Capital Management LLC

Stacey Tate is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds a Series 65 designation and has been involved with Brookstone since 2007. Prior to her current role, she worked at American Financial Retirement Insurance. Outside of her advisory work, Tate is a health and wellness coach with Optavia. 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 management 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
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Michael L

Series 63, Series 65

Wheaton, IL

Brookstone Capital Management LLC

Michael Lemaich is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Brookstone Capital Management since 2013 and also owns Global Fund Management LLC, where he acts as an insurance agent. 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, 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 using model portfolios, unified managed accounts, and separately managed accounts, 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
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April C

Series 65

Snellville, GA

Brookstone Capital Management LLC

April Crews is a Series 65-licensed advisor with 16 years of industry experience. She has worked at Brookstone Capital Management since 2018 and concurrently serves as CEO of Reed Financial Group, where she provides life insurance, long-term care insurance, and fixed indexed annuity advice and sales. Prior to Brookstone, she was with Precision Capital Management from 2015 to 2019. Brookstone Capital Management is an SEC-registered firm 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 primarily discretionary investment management via 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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Ken W

Series 63, Series 65

Gainesville, TX

Brookstone Capital Management LLC

Ken Walbridge is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 9 years of industry experience. He has worked at Brookstone Capital Management since 2017 and operates Ken Walbridge Financial Planning, LLC, which he founded in 2016. In addition to his advisory roles, Walbridge has been a sole proprietor insurance agent selling life insurance fixed products since 2002. 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, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios and managed accounts and supports a large advisor network with 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
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Charles Y

Series 63, Series 65

Oklahoma City, OK

Brookstone Capital Management LLC

Charles Yancey is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he is also involved in a non-investment insurance agency business. Additionally, he promotes income-for-life model products and receives periodic finders fees related to estate planning. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey 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 a variety of 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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Michael M

Series 65

Sacramento, CA

Brookstone Capital Management LLC

Michael Millen is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He joined Brookstone in 2025 and has prior experience managing a team focused on automation in the home health industry at Alita Systems, Inc. Millen previously worked with the Watchtower Bible and Tract Society. 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.

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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Tristan A

Series 66

Wheaton, IL

Brookstone Capital Management LLC

Tristan Abalos is a financial advisor at Brookstone Capital Management LLC holding a Series 66 designation. He has one year of industry experience with prior roles at Osaic Wealth Inc and LPL Financial. Outside of finance, he has operated The Screen Guys LLC since 2014. 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 variety of strategic and dynamic asset-allocation models and offers discretionary portfolio management 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
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Jeffrey W

Series 63, Series 65

Overland, KS

Brookstone Capital Management LLC

Jeffrey Wilcox is a financial advisor with Brookstone Capital Management LLC in Olathe, KS. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2013, he has been affiliated with Jw Advisory Group. In addition to advisory work, he is involved in insurance and fixed 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 broad 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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Rebecca P

Series 65

Snellville, GA

Brookstone Capital Management LLC

Rebecca Pryor is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Reed Financial Group and Ameriprise. 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 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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Melody P

Series 65

Murfreesboro, TN

Brookstone Capital Management LLC

Melody Pinkston 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 Capital Management and Hornor, Townsend & Kent LLC. She is also the Chief Operating Officer at Senior Financial Advisors, Inc., where she manages business operations and client services. 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.

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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