Brookwood Investment Group

James Hodge is an advisor at Brookwood Investment Group with one year of industry experience. He holds Series 63 and Series 65 licenses and is the owner of The Eyrie Group, Inc., a life insurance brokerage. He is also licensed to practice law in California and has an MBA from Stanford Graduate School of Business. Outside of investment advising, Hodge is involved in business consulting, legal practice, and marketing non-investment related goods and services. 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 employs a customized investment approach using a mix of passive, active, tactical, and blended strategies, and supports a network of affiliated businesses and partnerships to enhance client offerings.

Frank Stama is a financial advisor with Brookwood Investment Group in Amherst, NH, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Brookwood in 2025, he held roles at Redwood Private Wealth, Coppell Advisory Solutions (Fusion Capital Management), and several other firms. He is also the owner of MKT Consulting, a business management consulting practice. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of investment strategies and maintains a network of affiliated businesses and platform relationships.

Charles Trakas Jr. is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth LLC and held roles with several firms including Principal Financial Services and Virtue Capital Management. He also owns and operates Trakas Insurance Agency and is involved with Redwood Tax Specialists and National Gold Consultants. 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 strategies and maintains relationships with multiple affiliated businesses and specialized platforms.

Jonathan Holljes is a financial advisor with Brookwood Investment Group and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has held roles at several firms, including Redwood Private Wealth LLC and LPL Financial. He is also the managing director of Redwood Tax Specialists and operates Holljes Financial LLC, which involves real estate purchasing for resale. 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 variety of investment strategies and maintains multiple affiliated businesses alongside proprietary partner offices.

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 worked at firms including Redwood Private Wealth, Emerald Blue Advisors, and Householder Group Financial Advisors. In addition to his advisory role, he is a life insurance agent affiliated with unaffiliated carriers. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of management strategies and implements various investment instruments while providing ongoing monitoring and due diligence.

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.

Ross Stoltman is a financial advisor at Brookwood Investment Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gradient Advisors, New York Life Insurance, NYlife Securities, and Amazon. Outside of Brookwood, he is the owner of RBS Capital Management, where he provides financial planning services. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of active, passive, and blended strategies and maintains a network of affiliated businesses and strategic platform relationships.

Joann North is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. She has worked with several firms including Redwood Private Wealth, Horter Investment Management, and Cetera Advisor Networks. In addition to her advisory role, she owns JNorth Financial, LLC, a financial planning and wealth management business. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a range of active, passive, and tactical strategies, and offers both discretionary and non-discretionary management, with ongoing monitoring and due diligence on recommended managers.

Peter Colicchia is a financial advisor at Brookwood Investment Group with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. In addition to his advisory role, he is involved with Protected Goals, LLC, where he is a licensed insurance producer specializing in life, health, and fixed annuity sales. 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 strategies and offers both discretionary and non-discretionary management, distinguished by its network of partner offices and affiliated professional services.

Carol Pipitone is a financial advisor with Brookwood Investment Group, holding a Series 66 license and bringing 25 years of industry experience. Her prior roles include positions at Belpointe Asset Management, TCFG Investment Advisors, Oppenheimer, Morgan Stanley, and Merrill. Outside of her advisory work, she serves as an ambassador for ShelterBox USA, a disaster relief nonprofit, and is a board director of the Desert Winds Freedom Band, a nonprofit orchestra. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm customizes investment strategies using passive, active, tactical, and blended approaches tailored to client objectives and maintains multiple affiliated businesses along with platform partnerships.

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® with 26 years of industry experience, currently serving as an advisor at Brookwood Investment Group since 2025. He previously worked at Redwood Private Wealth LLC for four years and Advisors Financial Planning Group, LLC for sixteen years. Thomas also serves as managing director of Redwood Tax Specialists, an insurance agency focused on tax reduction strategies. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains proprietary partner offices as well as multiple affiliated businesses.

Robert Raimondo is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Brookwood since 2022 and previously spent over a decade with Belpointe Asset Management and related entities. Raimondo is also the owner of Belpointe Insurance LLC, where he manages and sells fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains a network of affiliated businesses and platform relationships.

Carlos Ingram is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at firms such as Redwood Private Wealth, Silver Oak Securities Inc, and Verity Investments Inc. He is based in Conyers, GA. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios with a range of strategies and utilizes ongoing monitoring and due diligence, operating through a network of proprietary partner offices and affiliated businesses.

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.