Brookwood Investment Group

James Hodge is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and one year of industry experience. He is the owner of The Eyrie Group, Inc., a life insurance brokerage, and engages in business consulting, legal practice in California, and marketing of non-investment related goods and services. Hodge holds an MBA from Stanford Graduate School of Business and is licensed to practice law in California. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with tailored investment strategies across passive, active, tactical, and blended approaches.

Frank Stama is a financial advisor with Brookwood Investment Group holding a Series 66 designation and 19 years of industry experience. He has worked at several firms, including Redwood Private Wealth LLC and Northeastern Wealth Management LLC. Outside of advisory roles, he owns MKT Consulting, a business management consulting firm focused on profit improvement, supply chain, and technology integration. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, offering tailored investment strategies across passive, active, tactical, and blended approaches.

Charles Trakas Jr. is a financial advisor at Brookwood Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Redwood Private Wealth LLC and Virtue Capital Management, LLC. Trakas also owns and operates Trakas Insurance Agency and serves as managing director of Redwood Tax Specialists, in addition to working with National Gold Consultants. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and performs ongoing monitoring, due diligence, and implementation of various investment instruments.

Jonathan Holljes is a financial advisor at Brookwood Investment Group with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Redwood Private Wealth LLC, Wealthcare Advisory Partners LLC, LPL Financial LLC, and Lincoln Financial Securities Corporation. Outside of his advisory work, he is the managing director of Redwood Tax Specialists and is involved in real estate resale through Holljes Financial LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients with a team of 24 professionals. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, offering tailored portfolios that include passive, active, tactical, and blended strategies.

Gerald Sheridan is a financial advisor at Brookwood Investment Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Redwood Private Wealth and Emerald Blue Advisors. In addition to his advisory role, he has worked as a life insurance agent with unaffiliated carriers since 2005. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of passive, active, tactical, and blended investment strategies.

Tracy Cobb is a Series 65-licensed financial advisor at Brookwood Investment Group with 10 years of industry experience. Prior to joining Brookwood in 2023, Cobb worked at Belpointe Asset Management for eight years and has operated a CPA firm since 1999. She owns and manages Cobb CPA, a tax and accounting practice based in Tempe, AZ. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies tailored to client needs.

Joann North is a CFP® with 30 years of experience in financial planning and wealth management. She is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC, Horter Investment Management, LLC, and Cetera Advisor Networks LLC. North is also the owner of JNorth Financial, LLC, a separate financial planning and wealth management business. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through a range of tailored strategies and affiliated business relationships.

Peter Colicchia is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds a Series 65 credential and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. Colicchia is also a licensed insurance producer involved in the sales of life and fixed annuity products through his separate business, Protected Goals, LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

Carol Pipitone is a financial advisor with Brookwood Investment Group, holding a Series 66 designation and 25 years of industry experience. She has worked at Brookwood Investment Group since 2023 and has been affiliated with Belpointe Asset Management since 2016. Outside of her advisory roles, she serves as an ambassador for ShelterBox USA, a nonprofit disaster relief organization, and is a board director for the Desert Winds Freedom Band, a nonprofit orchestra. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, and tactical strategies tailored to client objectives and maintains multiple affiliated businesses and platform relationships to support its service offerings.

Sandra Crook is a financial advisor at Brookwood Investment Group with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Belpointe Asset Management. In addition to her advisory role, she is involved with Brookwood Insurance Group, where she is a licensed insurance producer focusing on fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains multiple affiliated businesses alongside a network of proprietary partner offices.

Thomas Space is a CFP® professional with 26 years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC, Redwood Tax Specialists, and Advisors Financial Planning Group, LLC. In addition to his advisory work, he serves as managing director of a tax reduction and insurance agency. Brookwood Investment Group is a multi-advisor firm managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and supports negotiable advisor-level fees and supplemental third-party services.

Robert Raimondo is an investment advisor at Brookwood Investment Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookwood since 2022. Raimondo is also involved in managing and selling fixed insurance products through Belpointe Insurance LLC, a company he founded in 2009. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and supporting a team of 24 professionals.

Carlos Ingram is a financial advisor at Brookwood Investment Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Redwood Private Wealth, Cornerstone Advisors LLC, and Silver Oak Securities Inc. His career spans multiple roles across wealth management and financial advisory firms. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Daniel Angelone is a financial advisor at Brookwood Investment Group with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Innovative Planning Partners, and Belpointe Asset Management. In addition to his advisory role, he is involved with Brookwood Insurance Group. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement advisory services through a variety of investment strategies. The firm customizes portfolios based on client objectives and maintains relationships with multiple affiliated businesses and platforms.

Andrew Keehn is a financial advisor with Brookwood Investment Group in Topeka, KS, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at multiple firms including Redwood Private Wealth LLC and OWLFI RIA. Outside of his advisory role, he owns Blackstone Wealth Protectors, a tax services business. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated service platforms.