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Lilach W

Series 65

Los Angeles, CA

Brookstone Capital Management LLC

Lilach West is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked with Brookstone since 2020. In addition to her advisory role, West is a licensed insurance agent with JD Mellberg Financial and also serves as an attorney reviewing living trusts for past clients. 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, 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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Darryl R

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Darryl Rosen is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Brookstone Capital Management since 2016 and also has a concurrent role at Rose Advisory Group since 2015. Outside of advisory work, he is involved in insurance sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning services 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 and dynamic asset allocation models, Unified Managed Accounts, 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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Abby R

Series 65

Suwanee, GA

Brookstone Capital Management LLC

Abby Reed is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2018 and at Reed Financial Group since 2012. In addition to her advisory work, she is involved in insurance 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, 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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Larry R

Series 65, Series 63

Murfreesboro, TN

Brookstone Capital Management LLC

Larry Roby is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, LLC. Roby is also the founder and CEO of Senior Financial Advisors, Inc., an insurance brokerage focused on life products. 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 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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Stephen A

Series 63, Series 65

Henderson, NV

Brookstone Capital Management LLC

Stephen Arnold is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Brookstone since 2014 and has been with AIB LLC since 2007. Outside of his advisory roles, Arnold is a life insurance broker and serves as managing member and CEO of Retirement Actuarial Services, where he designs and implements defined benefit, cash balance, and 401(k) plans; he also provides estate planning services through Helios Integrated Planning and Encore Estate Planning. 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 using 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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Joshua M

Series 65

Overland Park, KS

Brookstone Capital Management LLC

Joshua Musick is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 10 years of industry experience. He has worked at Secure Investment Management, LLC and J.D. Mellberg Financial, where he is also a licensed insurance agent. Musick is involved in insurance and annuity-related businesses through EnlightnU, LLC and J.D. Mellberg Financial. 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, and offers discretionary investment management primarily via model portfolios and unified 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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Adam H

Series 63, Series 65

Wheaton, IL

Brookstone Capital Management LLC

Adam Helwich is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookstone since 2015. Outside of his advisory work, he owns an independent insurance agency focused on fixed insurance products. Brookstone Capital Management is an SEC-registered adviser 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 through 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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Brandon M

Series 65

St. Peters, MO

Brookstone Capital Management LLC

Brandon Means Sr. is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked for the St. Ann Police Department for nine years. Means has been with Means Financial Group since 2023. 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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Bonnie G

Series 65

Glen Carbon, IL

Brookstone Capital Management LLC

Bonnie Griffith is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 18 years of industry experience. She has worked at Brookstone since 2008 and has also been associated with Stonewolfe Financial since 2003. In addition to her advisory roles, she is an independent contractor in the insurance industry, licensed in health and life insurance in Illinois and Missouri. 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 primarily discretionary investment 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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Bryan F

Series 65

Dublin, OH

Brookstone Capital Management LLC

Bryan Foster is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Brookstone since 2018 and also owns BFFinancial, where he matches clients with insurance products aligned to their financial and life goals. Brookstone Capital Management is an SEC-registered adviser that provides 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, 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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Robert P

ChFC®, Series 63, Series 65

Reno, NV

Brookstone Capital Management LLC

Robert Pyne is a financial advisor with Brookstone Capital Management LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 16 years of industry experience. He has operated the Robert Pyne Financial Group since 1990. In addition to advisory work, he is also licensed 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 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 across various strategies and account types.

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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Todd P

Series 65

Charlotte, NC

Brookstone Capital Management LLC

Todd Pierce is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has six years of industry experience, having worked at Brookstone since 2020 and at AmeriLife since 2001. In addition to his advisory role, he is involved in insurance 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, offering 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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Chad B

Series 65, Series 63

Worthington, OH

Brookstone Capital Management LLC

Chad Budy 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 Aptus Wealth Management, Ameriprise Financial Services, and J.P. Morgan Securities. Outside of his advisory role, he is involved in insurance sales as the owner of Aptus Wealth Insurance Services 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 and dynamic asset-allocation models and offers discretionary portfolio management through its BCM 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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Elaine E

CFP®

Miami, FL

Brookstone Capital Management LLC

Elaine Edwards is a CFP® professional at Brookstone Capital Management LLC with 10 years of industry experience. She also serves as a business consultant and advisor at Forte Insurance Professional Associates, Inc., where she provides consulting services to business owners on mergers and acquisitions and operational improvements. Brookstone Capital Management offers 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 manages portfolios using a variety of investment vehicles, including proprietary funds 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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Ross S

Series 65

Fremont, OH

Brookstone Capital Management LLC

Ross Snyder is an advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has one year of experience in the financial industry, having joined Brookstone Capital Management in 2025. Prior to his current role, he held positions at Chipotle and various educational institutions. 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.

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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Mark D

CFA®, Series 65, Series 63

Wheaton, IL

Brookstone Capital Management LLC

Mark Diorio is a CFA® charterholder with 16 years of industry experience. He has been with Brookstone Capital Management LLC since 2015. The firm provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. Brookstone Capital Management employs a range of investment strategies, including strategic and dynamic asset-allocation models, 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
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Holly P

CFP®

Orlando, FL

Brookstone Capital Management LLC

Holly Powell is a CFP® professional at Brookstone Capital Management LLC with 14 years of industry experience. She has been with Powell And Company since 2011 and has operated a self-employed insurance business since 1988. Based in Orlando, FL, her background includes both financial advising and insurance services. 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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Debbie P

Series 65

Temecula, CA

Brookstone Capital Management LLC

Debbie Payne is a Series 65 registered advisor with Brookstone Capital Management LLC, where she has worked since 2013, accumulating 13 years of industry experience. She also has 17 years of self-employment experience and is a partner in Payson Financial, an insurance and financial services partnership. Additionally, she is involved with Premier Social Security Consulting, LLC, coordinating social security classes, and serves as an associate business consultant with Asset Marketing Systems. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes a range of strategic and dynamic asset-allocation models and integrates 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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Pelayo G

Series 63, Series 65

Weston, FL

Brookstone Capital Management LLC

Pelayo Garcia Jr. is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Independent Group and Secure Investment Management, LLC. Garcia also operates insurance-related businesses, serving as a licensed insurance agent through GBS Financial and J.D. Mellberg Financial, LLC. 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, and 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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Nathan G

Series 66, Series 65

Arden, NC

Brookstone Capital Management LLC

Nathan Garnett is a financial advisor with Brookstone Capital Management LLC in Arden, NC, holding Series 65 and Series 66 licenses and having 10 years of industry experience. He has worked at Brookstone Capital Management since 2019 and also engages in insurance sales with Amerilife, focusing on health insurance products for the senior market. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through various platforms, including 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
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