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Mark D
CFA®, Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Mark Diorio is a financial advisor with Brookstone Capital Management LLC, holding a CFA® designation and Series 63 and 65 licenses, with 16 years of industry experience. He has been with Brookstone since 2015 and previously worked at Parasol Investment Management and Pennant Management Inc. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.
Jordan F
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Jordan Flowers is a Series 65-registered advisor with Brookstone Capital Management LLC in Wheaton, IL, where he has worked for 10 years. He has a decade of industry experience and maintains a licensed insurance agent role, offering life insurance and annuities through Wealth Financial Services & Tax Advisory. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary funds and external sub-advisors.
Peter C
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Peter Conway is a financial advisor with Brookstone Capital Management LLC in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Brookstone since 2017 and has been president and owner of Conway Tax Advisors since 2005, where he is involved in insurance and annuity sales as well as tax preparation through a co-owned tax advisory firm. 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 programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management across various strategies and model portfolios.
Courtney B
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Courtney Bonstrom is a Series 65-licensed advisor with Brookstone Capital Management LLC, based in Wheaton, IL, and has 15 years of industry experience. She has been with Brookstone Capital Management since 2011. Outside of her advisory role, she serves as an adjunct professor at Aurora University in a part-time, non-investment-related capacity. Brookstone Capital Management provides fee-based asset management and financial planning for a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through various programs and sub-advisory relationships.
Joseph D
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Joseph Daly is a financial advisor with Brookstone Capital Management LLC holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 and is also president of OMH Partner Group, where he provides financial aid and retirement planning services. Daly’s experience includes roles at Red Hawk Advisors, Inc. and OMH Partner Group. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models, multiple investment vehicles, and operates a turnkey asset management platform with discretionary portfolio management services.
Anthony P
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Anthony Paul is a financial advisor at Brookstone Capital Management LLC with 26 years of industry experience. He has held roles at Brookstone Capital Management since 2017 and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2017. He holds Series 63 and Series 65 credentials. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, including proprietary funds and sub-advisory relationships.
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.
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 63, Series 66
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 63 and Series 66 registrations and has worked previously at JP Morgan Securities LLC, JP Morgan Chase Bank NA, and BMO Harris Bank. Outside of her advisory role, she is 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 offers discretionary portfolio management through its BCM Platform, employing strategic and dynamic asset-allocation models alongside a variety of investment strategies and is notable for its affiliations with proprietary fund managers and external sub-advisors.
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.
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.
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 at Brookstone Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ocean Pacific Investments and J4 Investment Advisors. Outside of finance, Geel manages the family farm and serves as a high school football coach. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, utilizing strategic asset-allocation models, a range of investment products, and both internal and external sub-advisors to implement client portfolios.
Marzena L
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Marzena Lukasiewicz is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Financial Wealth Alliance, MasterCall, and World Discount Telecommunications. Outside of her advisory role, she is involved in insurance sales. 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.
Russell G
ChFC®, Series 63, Series 66
Wheaton, IL
Brookstone Capital Management LLC
Russell Game is a financial advisor with Brookstone Capital Management LLC, holding a ChFC® designation and Series 63 and 66 licenses, with 36 years of industry experience. He has worked at Brookstone since 2017 and previously spent time with Center Street Advisors and Center Street, as well as owning and operating Game & Associates Financial Services, Inc. Outside of his advisory work, he is the owner and president of Game & Associates Financial Services, which sells insurance products including fixed annuities. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models alongside a diversified mix of investment vehicles and serves both as a primary advisor and sub-advisor through its turnkey platform.
Joseph F
CFP®, Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Joseph Florina is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He is currently with Brookstone Capital Management LLC and Wealth Financial Services & Tax Advisory. His prior experience includes roles at Interactive Brokers, First American Bank, and Mass Mutual Investors Services. 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 utilizes strategic and dynamic asset-allocation models, a turnkey asset management platform, and a range of investment strategies including ETFs, mutual funds, and options-enhanced approaches.
Trenton G
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Trenton Grens is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at AssetMark Brokerage, Northern Lights Distributors, and Astor Investment Management. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as both an investment advisor and sub-advisor through its turnkey asset management platform.
Steven C
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Steven Cole is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He has not yet accumulated industry experience in financial advising but has worked in various roles across multiple companies including WilSave Financial, Sweetgreen, and Inland Securities Corporation. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple channels, including serving as a sub-advisor to other advisory programs.
Noah S
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Noah Swift is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, he worked at Wealth Financial Services and Tax Advisory and has experience in design and self-employment. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through both internal and external sub-advisors.
Sharif H
CFP®, Series 65, Series 66
Wheaton, IL
Brookstone Capital Management LLC
Sharif Husseini is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2025. His prior experience includes roles at Morningstar Investment Management LLC, EveryIncome, GRT Securities, Advisors Asset Management, Nuveen Investments, and AMG Funds. Husseini is registered with Series 65 and Series 66 licenses and has noted an intention to engage in insurance sales through Triad, though he has not yet started this activity. Brookstone Capital Management provides fee-based asset management and financial planning for a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset allocation models and offers discretionary portfolio management through its BCM Platform, working with both internal and external sub-advisors as part of its investment approach.
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