Advisors at this firm
Matthew P
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
James H
Series 63, Series 65
Baton Rouge, LA
Brookstone Wealth Advisors, LLC
James Hairford is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has previously worked at Capital Wealth Management and Retirement Wealth Advisors. Outside of his advisory work, Hairford serves as a pastor at Galvaz Pentecostal Church. Brookstone Wealth Advisors provides investment management and financial planning services primarily to retirement plans, trusts, and institutional clients, utilizing a blend of active and passive strategies through sponsored and pooled vehicles.
Stuart S
Series 65
Saint George, UT
Brookstone Wealth Advisors, LLC
Stuart Seegmiller is a financial advisor at Brookstone Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brookstone Wealth Advisors and Ashton & Associates since 2023. Outside of his advisory role, he provides customer service for existing annuity clients at Ashton & Associates. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional or pooled arrangements. The firm uses a combination of active and passive strategies within a networked operating structure and offers financial planning and implementation services including insurance and annuity solutions.
Jesse D
Series 65
Alpharetta, GA
Brookstone Wealth Advisors, LLC
Jesse Dalfonso is a financial advisor at Brookstone Wealth Advisors, LLC with a Series 65 credential. He has been with Brookstone Capital Management since 2025 and has prior experience at Hoffman Financial Group LLC and several companies in the construction and service industries. Brookstone Wealth Advisors operates within a family of affiliated firms providing investment management primarily through sponsored and pooled vehicles. The firm serves retirement plans, trusts, and other institutional or pooled arrangements using a mix of active and passive strategies delivered via model portfolios and a wrap-fee program.
Kevin T
Series 65
Hammond, LA
Brookstone Wealth Advisors, LLC
Kevin Thompson is a financial advisor at Brookstone Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone Wealth Advisors since 2022. Outside of his advisory role, he operates BSK Benefits as a sole proprietor, providing insurance sales. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles to retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies via model portfolios and maintains a networked structure with multiple advisory representatives and affiliated firms.
Aaron H
CFP®, Series 65
Scottsdale, AZ
Brookstone Wealth Advisors, LLC
Aaron Hail is a CFP® with 14 years of industry experience, currently serving as an advisor at Brookstone Wealth Advisors, LLC in Scottsdale, AZ. He has been involved with Retirement Wealth Advisors since 2015 and owns Hail Financial Group, where he independently sells insurance and annuities. He is also the owner of The Lead Source, LLC, a mailing list sales business. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles for clients including retirement plans and trusts. The firm uses a combination of active and passive strategies delivered via model portfolios and open-architecture allocations, managing accounts on a discretionary basis.
Michael A
Series 63, Series 65
Lawrenceville, GA
Brookstone Wealth Advisors, LLC
Michael Anthony is an advisor at Brookstone Wealth Advisors, LLC with Series 63 and Series 65 credentials. He has experience in both financial services and media, having worked at Signal Advisors USA, Inc and 3 Stage Media prior to joining Brookstone. His background also includes roles at Impact Partnership, UPS, Turner Broadcasting, and 79th & York Entertainment. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a range of active and passive strategies via model portfolios and a wrap-fee program, managing accounts on a discretionary basis with documented client objectives.
Eric J
Series 65
Atlanta, GA
Brookstone Wealth Advisors, LLC
Eric Johnson is a financial advisor at Brookstone Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at firms including Retirement Wealth Advisors and Geiger Wealth Management. Johnson is also involved with Hoffman Financial Group, where he provides insurance analysis, product sales, and investment advice to pre- and post-retirees. Brookstone Wealth Advisors manages investments primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies via model portfolios and offers financial planning and implementation services such as insurance and annuity solutions.
Michael K
CFP®, Series 63, Series 65
Boca Raton, FL
Brookstone Wealth Advisors, LLC
Michael Kalisch is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Brookstone Wealth Advisors, LLC and has previously worked at firms including LPL Financial and Independent Financial Partners. In addition to his advisory role, he provides consulting and mentorship to other financial advisors. Brookstone Wealth Advisors serves retirement plans, trusts, and institutional clients, delivering investment management primarily through sponsored and pooled vehicles. The firm employs a mix of active and passive strategies within model portfolios and manages accounts on a discretionary basis.
Sean J
Series 65
Twin Falls, ID
Brookstone Wealth Advisors, LLC
Sean Jantz is a financial advisor at Brookstone Wealth Advisors, LLC in Twin Falls, ID, holding a Series 65 credential with one year of industry experience. He is also the sole proprietor of Global Financial Impact, where he works as a life insurance agent and trains other agents in life insurance and annuity sales. Jantz has operated Jantz Ventures, LLC since 2013. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles to retirement plans, trusts, and other institutional or pooled arrangements. The firm employs a mix of active and passive strategies delivered via model portfolios and a wrap-fee program, managing accounts on a discretionary basis with the ability to select sub-advisors and third-party managers.
Phillip C
Series 63, Series 65
Waco, TX
Brookstone Wealth Advisors, LLC
Phillip Castle is a financial advisor at Winnow Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Simplicity Group Inc. and Brookstone Wealth Advisors, LLC. Outside of advisory work, he is involved in insurance marketing and training through his partnership at Simplicity Group Inc. Winnow Wealth is a five-advisor team managing approximately $123 million for individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, using fundamental and cyclical analysis to construct portfolios that incorporate mutual funds, ETFs, individual securities, and independent managers.
John B
Series 65
Alphretta, GA
Brookstone Wealth Advisors, LLC
John Browne Jr. is a Series 65-licensed financial advisor with nine years of industry experience, currently affiliated with Brookstone Wealth Advisors, LLC. He has held roles at Successful Retirement Wealth Management LLC, Retirement Wealth Advisors, Albertson Financial & Workshops4Retirement, and Browne Lozs LLC. Browne is also the owner of Successful Retirement Wealth Management, where he offers insurance and investment advisory services. Brookstone Wealth Advisors serves retirement plans, trusts, and other institutional clients, delivering investment management primarily through sponsored and pooled vehicles. The firm employs a mix of active and passive strategies within a networked structure that includes affiliated asset managers and offers various financial planning and implementation services.
Douglas G
Series 65
Palm Harbor, FL
Brookstone Wealth Advisors, LLC
Douglas Gignac is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 65 credential and seven years of industry experience. He has previously worked at Retirement Wealth Advisors, Inc. and Wealth Watch Advisors, and he is also the owner of DRG Accounting, Inc., which provides accounting and tax preparation services. Additionally, Gignac serves as CFO of BDK Health, a home health services company. Brookstone Wealth Advisors operates within a family of affiliated firms providing investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional or pooled clients. The firm employs a mix of active and passive strategies delivered via model portfolios and offers financial planning and implementation services including insurance and annuity solutions.
James A
Series 65
Farmington, UT
Brookstone Wealth Advisors, LLC
James Andersen is a financial advisor at Brookstone Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at J. Hartman Retirement Solutions and Retirement Wealth Advisors, Inc. He is also involved with 2 Churros Holdings LLC, a business outside the financial sector. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and institutional clients with a mix of active and passive strategies delivered via model portfolios and discretionary management.
Lisa A
Series 63, Series 65
Oakdale, MN
Brookstone Wealth Advisors, LLC
Lisa Anthony is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and 65 licenses and bringing 25 years of industry experience. Her career includes roles at Retirement Wealth Advisors, Regal Investment Advisors, Wealth Watch, and OneAmerica Securities. She is also active as a financial advisor and insurance agent with VIP Financial Associates and The Eagle Team. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and institutional clients. The firm employs a mix of active and passive strategies delivered via model portfolios and a wrap-fee program, managing accounts on a discretionary basis with access to sub-advisors and third-party managers.