Claire Alexander is a financial advisor at Brookwood Investment Group with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors and Crux Wealth Advisors. Outside of her advisory role, she owns Crux Insurance Agency, LLC, where she transacts fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and retirement advisory services. The firm customizes portfolios using a range of passive, active, tactical, and blended strategies, and maintains a network of affiliated businesses including insurance and legal services.

David Hendershott is a financial advisor with Brookwood Investment Group in Altadena, CA, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Belpointe Asset Management, Calton & Associates, Oppenheimer, and UBS Financial Services. He also maintains an ongoing advisory role with Belpointe Asset Management. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains a network of affiliated businesses and platform relationships to support its clients.

Robin Depies is a financial advisor at Brookwood Investment Group with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Redwood Private Wealth LLC and Horter Investment Management, LLC. Depies is the owner and consultant of Heartfelt Financial Solutions, LLC, where he advises clients on financial habits, cash flow, and expense management. He also operates Confidence In Clarity, LLC, providing divorce coaching and planning services. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies and performs ongoing due diligence on managers while offering proprietary local partner offices and multiple affiliated businesses.

David Swanson Jr. is a financial advisor with Brookwood Investment Group in Portland, OR, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, Freedom Wealth Management LLC, and his own firm, Swanson Financial Services, Inc. He is also an independent insurance agent specializing in fixed insurance products. 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 variety of investment strategies and operates a network of proprietary partner offices alongside multiple affiliated businesses.

Martin Shapiro is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is currently with Brookwood Investment Group and has previously worked with firms including Redwood Private Wealth LLC and Woodbury Financial Services INC. Outside of his advisory role, he owns and operates an insurance business focusing on life, health, disability, and other insurance products, and serves as 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 advisory services. The firm customizes portfolios using a mix of passive, active, and tactical strategies, and supports both discretionary and non-discretionary management while leveraging third-party managers and specialized platforms.

Barry Metrokas Kamison is a financial advisor at Brookwood Investment Group with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Redwood Private Wealth LLC and CoreCap Investments. In addition to his advisory role, he is a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with 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 offers both discretionary and non-discretionary management options.

John Matthews is a financial advisor at Brookwood Investment Group with 12 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked at several firms, including Redwood Private Wealth LLC and his own Matthews & Co Private Wealth Advisors, where he serves as CEO and managing member. Outside of finance, he owns The Cut Barbershop in Charlotte, NC. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning with a mix of discretionary and non-discretionary management. The firm uses a variety of investment strategies tailored to client objectives and operates multiple affiliated businesses and proprietary partner offices.