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Alec D

Series 65

North Kingstown, RI

Brookstone Capital Management LLC

Alec Derderian is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Megastar Advisors and Citizens Securities, Inc. In addition to his advisory role, he is involved in insurance sales through Megastar Advisors. 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, and sovereign wealth funds. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with 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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Jonathan G

CFP®, Series 65

Pikeville, NC

Brookstone Capital Management LLC

Jonathan Greeson is a CFP® with 11 years of experience in financial planning and investment advisory. He is currently with Brookstone Capital Management LLC and has operated his own independent financial planning firm since 2015. His work includes providing guidance on budgeting and financial planning as a sole proprietor. Brookstone Capital Management offers 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 and integrates proprietary and external investment solutions across a range of portfolio 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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Benjamin G

Series 65

Cary, NC

Brookstone Capital Management LLC

Benjamin Guyton is a financial advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has eight years of experience at Amerilife and previously worked for four years at Bonefish Grill. 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, a turnkey asset management platform, and a variety of investment vehicles including ETFs, mutual funds, individual securities, 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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Mark R

CFP®

Short Hills, NJ

Brookstone Capital Management LLC

Mark Rieger is a CFP® professional with three years of experience currently with Brookstone Capital Management LLC. He is also the managing partner of The Pediatric Center, a medical practice, where he has been involved since 1993. 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 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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Jordan F

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Jordan Flowers is a Series 65-registered advisor with Brookstone Capital Management LLC in Wheaton, IL, where he has worked for 10 years. He has a decade of industry experience and maintains a licensed insurance agent role, offering life insurance and annuities through Wealth Financial Services & Tax Advisory. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by 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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Bradley H

Series 65

Ormond Beach, FL

Brookstone Capital Management LLC

Bradley Hardin is a financial advisor with Brookstone Capital Management LLC in Ormond Beach, FL, holding a Series 65 designation and one year of industry experience. Prior to joining Brookstone in 2025, he worked with AmeriLife of Brevard County and AmeriLife of Lake County. Outside of his advisory role, Hardin is actively involved as an independent sales agent specializing in health, life, and annuity insurance contracts. 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 utilizes both proprietary and external sub-advisors to implement 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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Thomas A

Series 65

Toms River, NJ

Brookstone Capital Management LLC

Thomas Avellino is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and eight years of industry experience. He has previously worked at Horter Investment Management and Secure Investment Management and serves as a Senior Direct Advisor at JD Mellberg Financial, where he focuses on income planning 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 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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Peter C

Series 63, Series 65

Wheaton, IL

Brookstone Capital Management LLC

Peter Conway is a financial advisor with Brookstone Capital Management LLC in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Brookstone since 2017 and has been president and owner of Conway Tax Advisors since 2005, where he is involved in insurance and annuity sales as well as tax preparation through a co-owned tax advisory firm. 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, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management across various strategies and model 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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Courtney B

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Courtney Bonstrom is a Series 65-licensed advisor with Brookstone Capital Management LLC, based in Wheaton, IL, and has 15 years of industry experience. She has been with Brookstone Capital Management since 2011. Outside of her advisory role, she serves as an adjunct professor at Aurora University in a part-time, non-investment-related capacity. Brookstone Capital Management provides fee-based asset management and financial planning for a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through various programs and sub-advisory relationships.

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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Willis H

Series 63, Series 65

Charlotte, NC

Brookstone Capital Management LLC

Willis Heslep 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 operated Heslep Tax & Retirement Planning since 2021, providing tax preparation and planning services alongside his advisory role. His career includes previous positions at several firms, including Retirement Wealth Advisors, Inc. and AlphaStar Capital Management, LLC. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of strategic asset-allocation models and investment vehicles, including ETFs, mutual funds, and options-enhanced strategies, and provides services through both its own representatives and sub-advisory arrangements.

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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Joseph D

Series 63, Series 65

Wheaton, IL

Brookstone Capital Management LLC

Joseph Daly is a financial advisor with Brookstone Capital Management LLC holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 and is also president of OMH Partner Group, where he provides financial aid and retirement planning services. Daly’s experience includes roles at Red Hawk Advisors, Inc. and OMH Partner Group. 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, multiple investment vehicles, and operates a turnkey asset management platform with discretionary portfolio management 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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Mario D

Series 63, Series 65

Tucson, AZ

Brookstone Capital Management LLC

Mario Dela Cerna 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 worked at Brookstone Capital Management since 2023. Prior to that, he was with Secure Investment Management, LLC for 11 years. In addition to his advisory role, he is a licensed agent and producer in an annuity and insurance-related business under J.D. Mellberg Financial. 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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David E

ChFC®

Shreveport, LA

Brookstone Capital Management LLC

David Evans is a ChFC® with 17 years of industry experience, currently serving at Brookstone Capital Management LLC since 2008. He is also the owner of Evans Financial Group, which he has operated since 1988. Outside of financial advising, he holds a federal firearms license and conducts occasional firearms sales as a part-time hobby. 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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Edward V

Series 65

Spokane, WA

Brookstone Capital Management LLC

Edward Vu is a financial advisor at Brookstone Capital Management LLC in Spokane, WA, holding a Series 65 designation. He has one year of industry experience and has previously worked in various roles including at Whitworth University and Blue Crane Clinic LLC. 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 combination of strategic and dynamic asset-allocation models, a range of investment vehicles, and both internal and external 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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Raymond W

Series 65

Chicora, PA

Brookstone Capital Management LLC

Raymond Winslow 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 Star Financial Services Group LLC since 2013. In addition to his advisory role, he provides income tax preparation services seasonally and occasionally performs bookkeeping and payroll tasks. 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 utilizes strategic and dynamic asset-allocation models, a range 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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Torrey T

Series 65

Stockbridge, GA

Brookstone Capital Management LLC

Torrey Thompson is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. Thompson has been with Brookstone since 2025 and has prior experience at AmeriLife and AAOK Bail Bonding of Gwinnett. 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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Kyle P

Series 65

Horsham, PA

Brookstone Capital Management LLC

Kyle Plotkin is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at Brookstone since 2014 and at Franklin Retirement Solutions since 2012. Outside of his advisory work, he referees hockey games on a fee-per-game basis. 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 investment management primarily on a discretionary basis through model portfolios, managed accounts, and various specialized 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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Melissa H

Series 66, Series 65

Castle Rock, CO

Brookstone Capital Management LLC

Melissa Harper is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Morgan Stanley, Regal Investment Advisors, and Brookstone Capital Management since 2018. Harper is a licensed insurance agent and actively sells insurance and annuity products. 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 investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, 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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Anthony P

Series 63, Series 65

Wheaton, IL

Brookstone Capital Management LLC

Anthony Paul is a financial advisor at Brookstone Capital Management LLC with 26 years of industry experience. He has held roles at Brookstone Capital Management since 2017 and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2017. He holds Series 63 and Series 65 credentials. 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 a variety of investment strategies, including proprietary funds and sub-advisory relationships.

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 C

Series 65

Roseville, CA

Brookstone Capital Management LLC

John Chapman is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 13 years of industry experience. He has worked at Commonwealth Financial Network since 2023 and has operated his own consulting company, Chapman Private Client Services, since 2005, advising businesses and individuals on retirement planning, investments, life insurance, and annuities. 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 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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