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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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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.

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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