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Abraham J
Series 65
Arden, NC
Brookstone Capital Management LLC
Abraham Johnson is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2021. Johnson is also a managing director and independent agent at Amerilife, where he sells life and health insurance products and is involved in training and recruiting insurance agents. 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.
Jeffrey G
CFP®, Series 65
Moore, OK
Brookstone Capital Management LLC
Jeffrey Gorton is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. He has been with Brookstone Capital Management LLC since 2015 and also operates Gorton Financial Services, LLC, which provides insurance-related sales. In addition, he serves as an adjunct professor at Moore Norman Technology Center, Canadian Valley Technology Center, and Mid-Del Technology Center. 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, and institutional clients such as sovereign wealth funds and banking institutions.
Patricia B
Series 63, Series 65
Oakland, CA
Brookstone Capital Management LLC
Patricia Baxter is a financial advisor with Brookstone Capital Management LLC in Oakland, CA. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Baxter is also the CEO and owner of REAP Legacy, Inc., an insurance services company she founded in 2002, specializing in annuities, long-term care, life, and disability insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset allocation models, a range of investment vehicles, and both internal and external sub-advisors.
Ed P
Series 65
Tamarac, FL
Brookstone Capital Management LLC
Ed Pennington is a Series 65 licensed advisor with Brookstone Capital Management LLC and has 22 years of experience in the financial industry. He has operated Pennington Financial Services, LLC since 2013, focusing on estate planning, retirement planning, Medicaid, and VA planning. Additionally, Pennington is a licensed life and health insurance producer and serves as a Louisiana notary public. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other 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, options-enhanced strategies, and proprietary funds.
David H
Series 63, Series 65
Castle Rock, CO
Brookstone Capital Management LLC
David Harper II is a financial advisor with Brookstone Capital Management LLC in Castle Rock, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Regal Investment Advisors, LLC since 2016 and has been associated with Cornerstone Financial Consultants since 1997, which is the name he uses for marketing. Outside of advisory work, he is a licensed insurance agent and sells insurance and annuity products. 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, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with back-office and turnkey asset management platform services.
Jerry M
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Jerry Means Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Brookstone since 2008 and also operates an insurance business through Gateway Senior Solutions, Inc. 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.
Ryan C
CFP®, Series 63, Series 65
Orange, CA
Brookstone Capital Management LLC
Ryan Cravitz is a CFP® with 13 years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He has also owned Cravitz Financial & Insurance Solutions, previously Milestone, since 2011, where he promotes and teaches financial literacy to adults and children as a Certified Financial Education Instructor with the National Financial Educator's Council. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other 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, ETFs, mutual funds, and options-enhanced strategies.
Hugh O
Series 65
Westminster, CO
Brookstone Capital Management LLC
Hugh O'rourke is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and eight years of industry experience. He has worked at Brookstone since 2017 and has been self-employed since 2007. Outside of his advisory role, he operates as an independent insurance broker, selling health, life, and disability insurance products primarily in Colorado. 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.
Matthew L
Series 63, Series 66
Wheaton, IL
Brookstone Capital Management LLC
Matthew Lovett is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and operates an independent compliance consulting business serving advisors, broker-dealers, and law firms. 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 using model portfolios, unified managed accounts, and separately managed accounts.
Andrea S
Series 66, Series 63
Wheaton, IL
Brookstone Capital Management LLC
Andrea Smith is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank NA, and BMO Harris Bank. Andrea is also involved in insurance and annuity activities and sales. 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 a wrap-fee program.
Daniel S
Series 63, Series 65
Danbury, CT
Brookstone Capital Management LLC
Daniel Scalzi is a financial advisor at Brookstone Capital Management LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel from 2015 to 2021. In addition to his role at Brookstone, Scalzi is involved in retirement income planning through his own business, JD Mellberg Financial, based in Tucson, AZ. 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 institutional clients such as sovereign wealth funds and banking institutions. The firm offers investment management primarily on a discretionary basis through model portfolios and managed accounts, supported by a platform-oriented approach serving a large advisor network.
Ross B
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Ross Browne is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2016, following a year at Horter Investment Management and ongoing involvement with Irongate Advisory since 2006, where he serves as president and owner managing annuity and life 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and managed accounts.
Adam G
Series 65
Las Vegas, NV
Brookstone Capital Management LLC
Adam Goodman is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 credential and has worked with Brookstone since 2014. In addition to his advisory role, Goodman is an independent associate for Legal Shield, where he recruits and trains others to provide legal service plans and identity theft protection. Brookstone Capital Management is an SEC-registered adviser offering 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 model portfolios and managed accounts.
Mark S
Series 66
Wheaton, IL
Brookstone Capital Management LLC
Mark Sommerville is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial, Prudential Insurance Company of America, and HSBC Securities. Outside of advisory work, he is involved as a licensed representative in the fixed and indexed annuity and life insurance business. 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 RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios, managed accounts, and various specialized strategies.
Brian B
Series 65
Palmyra, PA
Brookstone Capital Management LLC
Brian Brassell is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Senior Advising Services since 2005. In addition to his advisory role, he is involved in insurance sales through a separate business activity. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, charities, sovereign wealth funds, and banking institutions. The firm supports a large advisor network through a turnkey asset management platform and offers various investment strategies, including discretionary model portfolios and unified managed accounts.
Kevin P
Series 63, Series 65
Jonesboro, AR
Brookstone Capital Management LLC
Kevin Pulliam is a financial advisor with Brookstone Capital Management LLC based in Jonesboro, Arkansas. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Brookstone, he worked at Sharp Financial Inc. He is also involved in regional sales for Secure Banking Solutions, focusing on customer relations, sales, and education about cybersecurity risks. 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.
Gary S
Series 66
Wheaton, IL
Brookstone Capital Management LLC
Gary Shramuk is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has been associated with Gcg Financial Inc since 1999. In addition to his advisory role, he is a 50% owner of SAFE HARBOR FINANCIAL GROUP, where he sells life and health insurance. 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 a range of discretionary investment strategies and support services.
Jeffrey G
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Jeffrey Geel is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His work history includes roles at Ocean Pacific Investments, J4 Investment Advisors, Amazon, and Eag Led. Outside of finance, he manages the Geel Family Farm and coaches high school football at Saint Anne High School. 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 programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.
Stephen D
Series 65
Concord, NH
Brookstone Capital Management LLC
Stephen Davis is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016, alongside leading Davis Wealth Management, LLC, where he is involved in insurance sales and retirement workshops. Prior to these roles, he spent a decade at SG Davis Financial Group, LLC. Brookstone Capital Management is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers fee-based asset management and financial planning primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a turnkey asset management platform and a large advisor network.
Susan M
Series 63, Series 65
Melbourne, FL
Brookstone Capital Management LLC
Susan Mcnamara Musil is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Brookstone since 2018 and previously at Precision Capital Management. Musil is also a licensed insurance agent with Allianz Life Insurance of the United States, authorized to sell annuities and life insurance in Florida. 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.
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