Jason Hedstrand is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at SagePoint Financial for 14 years and has held roles at OSAIC and Redwood Private Wealth. Outside of his advisory work, he serves on the audit committee of Calvary Baptist Church and engages in public speaking unrelated to securities. Brookwood Investment Group serves individual investors, businesses, and retirement plans by offering portfolio management, financial planning, and retirement advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies, and operates through a network of partner offices with multiple affiliated businesses and platform relationships.

Chris Belchamber is a financial advisor with Brookwood Investment Group holding a Series 65 designation and 23 years of industry experience. His prior roles include founding Chris Belchamber Investment Management, LLC, where he worked for 17 years, as well as positions at Belpointe Asset Management, LLC and CB Investment Management, LLC. He is also the author of two books, "UK Government Bond Market" and "Invest Like the Best." Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies, tailors portfolios to client objectives, and offers both discretionary and non-discretionary management, operating through a network of proprietary partner offices and affiliated businesses.

Murray Woloshin is a CFA® charterholder with 18 years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, among others. Outside of his advisory role, he serves as president of Furraylogic, Ltd., a company specializing in customized software development, and BFC Consultants, Ltd., which provides financial analysis and expert witness services. Brookwood Investment Group serves individual investors, businesses, and retirement plans by offering customized portfolio management and financial planning using a combination of passive, active, and tactical strategies. The firm supports both discretionary and non-discretionary management and provides ongoing due diligence and access to various investment instruments.

Joanne Brown is a financial advisor at Brookwood Investment Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Redwood Private Wealth LLC, the U.S. Department of Defense, and Horter Investment Management, LLC. Additionally, she is president and insurance agent at Brown Financial Resources, a business specializing in insurance and annuity sales. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a variety of strategies and maintains a network of partner offices alongside affiliated businesses in insurance, legal, and accounting services.

Steven Schippel is a financial advisor at Brookwood Investment Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Belpointe Asset Management and Belpointe Insurance, among others. Schippel is also president and owner of Schippel Consulting, a business he has operated since 2001. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and provides both discretionary and non-discretionary management with ongoing monitoring and due diligence on recommended managers.

Shawn Kilmurray is a financial advisor at Brookwood Investment Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MassMutual Life Insurance Company, Mass Mutual Investors Services, Park Avenue Securities, and Guardian Life Insurance. He serves on the board of the TJ Martell Foundation, a nonprofit organization. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored retirement plans. The firm uses a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management, including access to third-party managers and alternative investment instruments.

Terry Dupont is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Redwood Tax Specialists since 2021 and previously led the Dupont Advisory Group for 15 years. He is also the owner of Dupont & Associates, where he is involved in the sale of life insurance, health insurance, and annuities. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a mix of passive, active, and tactical strategies and offers access to third-party managers and specialized investment instruments.

Paul Salamon Jr. is a financial advisor at Brookwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, he is involved with Empowered-Home, a venture active since 2021. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains relationships with third-party managers and platforms, overseeing approximately $1.25 billion in assets under management as of the end of 2025.

Bansi Patel is a financial advisor at Brookwood Investment Group with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Brookwood, he worked at Benjamin F. Edwards & Co. for six years and held positions at HSBC Bank USA, N.A., HSBC Securities USA, Inc., Purdue Ventures, and BW Forsyth Partners. He also has experience at Purdue University and was involved with OHM Concession Group (Arch City Deli). Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies, and maintains relationships with various third-party platforms and affiliated businesses.

Zachary Jones is a CFP® and ChFC® with 10 years of experience in financial advising. He is currently with Brookwood Investment Group and also associated with Dovetail Capital Management and Brookwood Insurance Group. Prior to these roles, he worked at Northwestern Mutual in various capacities from 2015 to 2023. He holds a license as an insurance producer and is involved with Brookwood Insurance Group, focusing on life, health, annuity, and disability income insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a range of tailored investment strategies and affiliated businesses supporting a comprehensive advisory model.

Ryan Herche is a financial advisor with Brookwood Investment Group in Houston, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth LLC for three years and has served as managing director at Redwood Tax Specialists since 2019, alongside leadership at Cash Balance Advisors and Glidepath Marketing LLC. Outside of advising, he is involved in marketing and operations management through his roles at Glidepath Marketing and Cash Balance Advisors. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm provides customized investment strategies and ongoing due diligence while operating a network of proprietary partner offices and maintaining affiliated business entities.

William Goldman is a Series 65 licensed financial advisor with two years of industry experience. He currently works at Brookwood Investment Group and previously held roles at Redwood Private Wealth LLC and Gold Federal Advisor. Outside of advising, he is a licensed insurance producer specializing in fixed insurance products, life insurance, and fixed annuities. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and advisory services. The firm customizes portfolios through a mix of passive, active, and tactical strategies and offers both discretionary and non-discretionary management, utilizing a range of investment instruments and third-party managers.

Jamilah Mc Cluney is a financial advisor with Brookwood Investment Group in Northridge, CA, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Redwood Private Wealth LLC and Blue Ocean Capital Management, among others. She has been involved with Black Wealth Financial, LLC since 2021 and operates her own advisory practice since 2017. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

Ali El Sayed is a CFP® with six years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. His prior roles include positions at Morgan Stanley and Franklin Templeton. Outside of his advisory work, El Sayed is also a soccer referee with the Florida Soccer Referees organization. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and integrates multiple affiliated businesses and platform relationships as part of its comprehensive service model.

Charles Nash is a CFP® and ChFC® with 22 years of industry experience. He is currently an advisor at Brookwood Investment Group, joining in 2025 after roles at Redwood Private Wealth LLC and PFM Advisor. In addition to his advisory work, he serves as managing director and insurance producer at Redwood Tax Specialists, an insurance agency. Brookwood Investment Group serves individual investors, businesses, and retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, supported by ongoing monitoring and due diligence.

Richard Rogers is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Belpointe Asset Management and Wells Fargo Advisors. He is also involved with Brookwood Insurance Group, where he works as an insurance producer. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

William Anderson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. He has previously worked at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial. In addition to his advisory role, he is involved with Brookwood Insurance Group, an affiliated insurance business. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains a network of proprietary partner offices alongside multiple affiliated businesses, managing over $1.25 billion in assets as of the end of 2025.

Paul Lefevre III is a financial advisor with Brookwood Investment Group in Rochester, NH. He holds Series 63, 65, and 66 licenses and has nine years of industry experience. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth, Secure Investment Management, and Retirement Wealth Advisors. He is also the owner and principal of Snug Harbor Financial & Insurance Services, a business focused on the marketing and sales of insurance products since 2009. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a mix of passive, active, tactical, and blended strategies, and supports both discretionary and non-discretionary management.

John Gross is a financial advisor at Brookwood Investment Group with over 40 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked at American Family Securities, LLC since 2001 and American Family Insurance since 1981. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for more than 3,100 clients. The firm offers a range of portfolio management, financial planning, and retirement-plan advisory services using both passive and active strategies tailored to client needs.

Bryan Nicolaysen is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Redwood Private Wealth LLC and Brookstone Capital Management. He also operates a sole proprietorship focused on fixed insurance sales. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management.