Alpharetta, GA Avalon Boulevard Office

James Heishman III is a financial advisor at Brookstone Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Hoffman Financial Group and ownership of Heishman Landscaping, as well as operating Trackside Bar & Grille for a year. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional or pooled arrangements. The firm employs a mix of active and passive strategies through model portfolios and a wrap-fee program, managing accounts on a discretionary basis with documented client objectives.

William Driver is a financial advisor at Brookstone Wealth Advisors, LLC, holding a Series 65 credential. He has worked in the financial industry since 2021, including prior roles at Hoffman Financial Group and ALM Kennesaw. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates on a discretionary basis using model portfolios, sub-advisors, and an open-architecture approach, and it offers services including standalone financial planning and ERISA participant advisory, with planning fees billed hourly or as a fixed fee.

Chandler Albert is a financial advisor at Brookstone Wealth Advisors, LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Hoffman Financial Group, Paloma Park, and Clarkes Standard. Brookstone Wealth Advisors delivers investment management 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 a wrap-fee program, managing accounts on a discretionary basis with documented client objectives.

Craig Huber is a financial advisor at Brookstone Wealth Advisors, LLC, holding a Series 65 designation. He has been with Brookstone Wealth Advisors since 2025 and also has experience at Hoffman Financial Group. Outside of finance, he has worked in the restaurant and country club industries and attended Kennesaw State University. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional or pooled clients. The firm uses a combination of active and passive strategies within a networked operating structure, offering discretionary management and related financial planning services.

Miles Smith is a financial advisor at Brookstone Wealth Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Hoffman Financial Group, Citigroup, Morgan Stanley, Trimont Real Estate Advisors, and Pure Insurance. Brookstone Wealth Advisors offers investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a discretionary investment approach with model portfolios, sub-advisors, and an open-architecture strategy that encompasses various asset classes and products, while also providing client-facing planning billed hourly or as a fixed fee.

Kyle Scruggs is a Series 65-licensed financial advisor at Brookstone Wealth Advisors, LLC with one year of industry experience. He has worked previously at Hoffman Financial Group and held roles outside finance, including positions at Reef Parking Solutions and Kennesaw State University. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a discretionary, open-architecture approach that incorporates model portfolios, sub-advisors, and a variety of investment strategies, offering services through a large network of advisors across multiple offices.

Brooke Evans is a financial advisor at Brookstone Wealth Advisors, LLC, holding a Series 65 designation. Evans has no prior industry experience but has worked in various roles including hospitality and education over the past several years. Outside of financial services, Evans is involved with Fado Irish Pub. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm uses a mix of active and passive strategies within a networked structure and offers discretionary management with access to sub-advisors and third-party managers.

Gavin Gates is a CFP® professional associated with Brookstone Wealth Advisors, LLC in Alpharetta, GA. He has four years of experience in the financial services industry, including a role at Hoffman Financial Group. Prior to his financial career, he worked in the hospitality sector and completed full-time studies. Brookstone Wealth Advisors offers investment management and financial planning services to a broad client base, including individuals, retirement plans, and charitable organizations. The firm employs a discretionary investment approach using model portfolios, sub-advisors, and a range of financial instruments, while maintaining affiliated relationships to support estate planning and investment options.