Jesse Galindo Jr. is a financial advisor at Brookwood Investment Group with 30 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Redwood Private Wealth LLC, D.H. Hill Securities, and Avalon Investment & Securities Group. Outside of his advisory work, he is involved in insurance sales and tax planning through his ownership and managing director roles at Main Street Financial Strategies, Rivercity Tax Pros, and Redwood Tax Specialists. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management and financial planning services. The firm employs a customized approach using multiple investment strategies and maintains various affiliated businesses and partnerships to support its offerings.

Stephen Callahan is a financial advisor at Brookwood Investment Group with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Brookwood in 2026, he operated Callahan Investment Advisor, LLC for 13 years and worked as a sole proprietor for 16 years. Outside of his advisory work, he is the sole member of KBG, LLC, a personal investing entity. 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 range of management styles and investment instruments, supports both discretionary and non-discretionary management, and maintains several affiliated businesses and platform relationships.

Robert Evans is a CFP® with 22 years of industry experience and currently serves as an advisor at Brookwood Investment Group. His career includes roles at Redwood Private Wealth, FOUNDATIONS INVESTMENT ADVISORS, and Virtue Capital Management, among others. He is also involved in the sale of life insurance and annuity products through his family business, Evans & Evans, where he has worked since 1992. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a blend of passive, active, and tactical strategies and maintains multiple affiliated businesses and platform relationships to support its service offerings.

Jeremy Bryant is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has worked at several firms, including Redwood Private Wealth LLC and Prosperity Capital Advisors. Outside of his advisory role, Bryant serves as president of Breese Financial Group LLC, an insurance sales and marketing business, and is a managing director at Redwood Tax Specialists, focusing on insurance sales. 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 offers both discretionary and non-discretionary management, operating a network of partner offices and affiliated businesses across insurance, compliance, legal, and CPA services.

Darryl Amadio is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of experience at the firm. He has been associated with the Nashville Predators since 2013. 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 through tailored portfolios that include passive, active, tactical, and blended strategies.

Vincent Yackanin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brookwood Investment Group in Phoenix, AZ. His prior roles include positions at Northwestern Mutual Wealth Management Company and Dovetail Capital Management LLC. He is also a licensed insurance producer involved in the sale of non-variable life, health, annuity, and disability income insurance products. 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, utilizing a range of investment strategies tailored to client needs.

Richard Myer is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and previously worked at Redwood Private Wealth LLC and Blackridge Asset Management, LLC. In addition to his advisory role, he is an independent insurance producer and managing director of Redwood Tax Specialists. 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 investment strategies and maintains proprietary partner offices alongside affiliated insurance, compliance, and CPA businesses.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm 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, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Thomas Stoltman is a financial advisor with Brookwood Investment Group in Bloomington, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at several firms including Redwood Private Wealth LLC and Regal Investment Advisors. Outside of his advisory role, he is the managing director of Redwood Tax Specialists. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes investment strategies through a comprehensive assessment process and offers a blend of passive, active, and tactical management, along with access to various alternative investment instruments.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Redwood Private Wealth LLC, Sera Capital Management, LLC, H. Beck, Inc., Strategic Asset Management, Ltd., and Raymond James Financial Services, Inc. Myers is also involved in insurance sales, serving as president of Strategic Asset Management’s insurance business since 2015 and managing director of Redwood Tax Specialists, an insurance agency, since 2020. 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 blend of passive, active, and tactical strategies and offers both discretionary and non-discretionary management, incorporating a range of investment instruments and third-party solutions as appropriate.

Richard Mowrer is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity Investments, MassMutual Life Insurance, MML Investors Services, Prudential Insurance, Bluestone Capital Management, OceanSquare Asset Management, and BlackRock. 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 mix of passive, active, tactical, and blended strategies, and provides ongoing monitoring and due diligence, with access to a variety of investment instruments and affiliated services.

Courtney Ingram is a financial advisor at Brookwood Investment Group with a Series 65 designation and two years of industry experience. Prior to joining Brookwood, Ingram worked at Cornerstone Advisors LLC, Advisor Share Wealth Management, and Fiscal Wisdom Wealth Management, each for one year. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and advisory services. The firm uses a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management.

Stephen Caruso is a financial advisor at Brookwood Investment Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management and Belpointe Insurance. He is also involved with Brookwood Insurance Group, a related insurance agency. 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 variety of strategies and maintains multiple affiliated businesses and partner offices.

Eldrick Hill is a financial advisor at Brookwood Investment Group based in Colorado Springs, CO. He holds a Series 65 designation and has worked at D&G Financial Services Inc. since 2013. 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 using a range of investment strategies and supports a team of 24 professionals.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, Nicholas works part-time as a bartender at Craft Kitchen. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a customized investment approach that includes passive, active, tactical, and blended strategies, and it maintains multiple affiliated businesses and platform partnerships supporting client needs.

Angelica Roxas is a financial advisor at Brookwood Investment Group with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Roxas previously worked at Secure Investment Management, Optivise Advisory Services, Kuhn Capital Partners, and FOUNDATIONS INVESTMENT ADVISORS. She is also the owner of Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management and financial planning services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies and maintains a network of proprietary partner offices along with several affiliated businesses.

Christopher Coolidge is a CFA® charterholder with five years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously held roles at Clearview Portfolio Consulting, Ambassador Advisors, Bluestone Capital Management, Oceansquare Asset Management, BPU Investment Management, and Solenture Advisors. 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 offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

Peter Thaldorf is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds the Series 65 designation and previously worked at Redwood Private Wealth LLC, Belpointe Asset Management, and Regal Investment Advisors. In addition to advising, he is the owner of Financially Fit, LLC, an insurance and annuity-related business. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering customized portfolio management and financial planning services. The firm utilizes a variety of investment strategies and maintains relationships with third-party managers and proprietary partner offices.

John Wright is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds a Series 66 designation and previously worked at Redwood Private Wealth LLC, Perimeter Innovations LLC, and Woodbury Financial Services Inc. Outside of his advisory role, he is a licensed insurance producer specializing in life, health, and disability insurance. 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 blend of passive, active, and tactical strategies and maintains multiple affiliated businesses and platform relationships.

Adam Klein is a financial advisor at Brookwood Investment Group with nine years of industry experience. He previously worked at Belpointe Asset Management for seven years and has a background in chiropractic services. 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 utilizing a range of investment strategies and advisor-level fee arrangements.