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Thomas W

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Thomas Wolek is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2023. His prior experience includes roles at Wealth Financial Services & Tax Advisory, Pennsylvania State University, Essendant, and The Home Depot. 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 offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

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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Roger F

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Roger Fuhrman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Fuhrman is also a professor at North Central College and is involved with Simplicity Financial Marketing. 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

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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Vanessa R

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Vanessa Retter is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2021. In addition to her advisory role, she is involved in 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 registered investment advisers, sovereign wealth funds, and banking institutions.

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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Michael L

Series 63, Series 65

Wheaton, IL

Brookstone Capital Management LLC

Michael Lemaich is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Brookstone Capital Management since 2013 and also owns Global Fund Management LLC, where he acts as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP 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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Tristan A

Series 66

Wheaton, IL

Brookstone Capital Management LLC

Tristan Abalos is a financial advisor at Brookstone Capital Management LLC holding a Series 66 designation. He has one year of industry experience with prior roles at Osaic Wealth Inc and LPL Financial. Outside of finance, he has operated The Screen Guys LLC since 2014. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a variety of strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

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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Steven Z

Series 65

Wheaton, IL

Brookstone Capital Management LLC

Steven Zareck is a Series 65 registered advisor at Brookstone Capital Management LLC with experience beginning in 2013. His prior roles include positions at Amerilife and Affiliated Consulting Group. He is based in Wheaton, IL. 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 its BCM Platform and wrap-fee program.

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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