Financial Advisor Community

The Brookwood financial advisor community is shaping the future of wealth management.

A Community of Innovation and Growth

At Brookwood, our financial advisors are at the heart of everything we do. Each member of our community brings unique expertise, innovative thinking, and a commitment to excellence. Together, we foster a collaborative environment where entrepreneurial advisors can share knowledge, support each other, and drive the future of wealth management.

Successful

Financial Advisor Community

Meet the entrepreneurial financial advisors who drive innovation and success at Brookwood.

Eastern USA Advisors

William Anderson

LinkedIn
CFP
WH Anderson Financial LLC
Bolton, CT
(203) 439-6891

Dan Angelone

LinkedIn
Innovative Wealth Planners
Warwick, RI
(401) 921-1733

Angelo Berretta

LinkedIn
ChFC
A. V. Berretta
Pennington, NJ
(609) 658-1732

Jeremy Bryant

LinkedIn
Breese Financial Group, LLC
China Grove, NC
(704) 859-2555

Brent Burgesser

LinkedIn
Burgesser Wealth Management
Atlanta, GA
(480) 388-1997

Steve Caruso

LinkedIn
Laurel Wealth Solutions
St. Augustine, FL
(917) 565-9303

Linda Davis

LinkedIn
Brookwood Investment Group
Franklin, TN
(615) 297-1660

Nick Greenhouse

LinkedIn
CRPS
Brookwood Investment Group
Middletown, CT
(203) 887-9830

Carey Hanna

LinkedIn
RICP, ChFC, CLU, LUTCF, IAR
Brookwood Investment Group
Aiken, SC
(803) 270-9248

Carlos Ingram

LinkedIn
Brookwood Investment Group
Conyers, GA
(404) 433-5325

Barry Kamison

LinkedIn
RICP
Metrokas-Kamison Associates
Ft. Washington, PA
(215) 657-8428

Maggie Koosa

LinkedIn
CEPA
The Alchemists
Stamford, VT
(203) 443-1297

Tripp LeFevre

LinkedIn
Brookwood Investment Group
Rockland, MA
​​(781) 635-6400

Richard Myer

LinkedIn
Tax Reduction Specialists
Boca Raton, FL
(954) 551-2020

Bryan Myers

LinkedIn
AIFA, RICP
Strategic Asset Management, Ltd
Manchester, MD
(410) 259-1625

Chuck Nash

LinkedIn
CFP, ChFC, CLU
Brookwood Investment Group
Franklin, TN
(615) 297-1660

Joann North

LinkedIn
CFP
JNorth Financial LLC
Dahlonega, GA
(281) 728-5890

Richard Rogers

LinkedIn
Brookwood Investment Group
Wellfleet, MA
(617) 803-4261

Martin Shapiro

LinkedIn
CFP, CLU, ChFC
Martin Shapiro Financial Services
Wilmington, NC
(800) 956-4782

Mark Shelby

LinkedIn
AIF, CFF
Vertical Wealth Management
Williamsburg, VA
(757) 490-7833

Thomas Space

LinkedIn
CFP, CTFA, LUTCF
Advisors Financial Planning Group
Gilford, NH
(603) 455-0022

Frank Stama

LinkedIn
CMFA
MKT Investments
Bedford, NH
(603) 645-3700

Joe Ward

LinkedIn
CFP
Brookwood Investment Group
St. Petersburg, FL
(727) 317-6898

Central USA Advisors

Nick Bour

LinkedIn
NSSA, IRMAACP, CAAP
Inspire Wealth
Brighton, MI
(810) 226-0477

Travis Evans

LinkedIn
CFP, CTC, ASBC
Evans Financial Group
College Station, TX
(979) 846-9476

John C Gross III

LinkedIn
LUTCF, LACP
JC Gross Agency Inc.
St. Louis, MO
(314) 504-7392

Jason Hedstrand

LinkedIn
Focal Point Financial Services
White Bear Lake, MN
(651) 426-7375

Steve Schippel

LinkedIn
Schippel Consulting
Columbia Station, OH
(623) 680-4578

Tom Stoltman

LinkedIn
CLU
The Retirement Asset Management Group
Bloomington, MN
(952) 941-9124

Peter Thaldorf

LinkedIn
The Retirement Asset Management Group
Bloomington, MN
(952) 921-5855

Western USA Advisors

Ross Atefi

LinkedIn
AAMS, CRPC, CCFS
Yatra Wealth Design
Newport Beach, CA
(949) 662-2894

Tracy Cobb

LinkedIn
CPA, CGMA, PFP
Cobb CPA
Tempe, AZ
(480) 517-0988

Robin Depies

LinkedIn
Heartfelt Financial Solutions LLC
Colorado Springs, CO
(719) 761-1802

William Goldman

LinkedIn
NSSA, FRC, CFF
Gold Federal Advisor
Henderson, NV
(702) 905-9005

David Hendershott

LinkedIn
Brookwood Investment Group
Altadena, CA
(818) 658-1103

James Hodge

LinkedIn
JD, MBA
Brookwood Investment Group
Sparks, NV
(775) 710-3126

Zachary Jones

LinkedIn
CFP, ChFC, CLU
Dovetail Capital Management
Phoenix, AZ
(602) 616-0482

Cassie Kang

LinkedIn
CEPA, CPWA, CFP
CK Wealth Management
Beverly Hills, CA
(310) 299-7547

Dr. Adam L. Klein

LinkedIn
Big Belly Money
Phoenix, AZ
(480) 678-4576

Marc Lebensfeld

LinkedIn
Brookwood Investment Group
Phoenix, AZ
(917) 330-8491‬

Carol Pipitone

LinkedIn
Brookwood Investment Group
Rancho Mirage, CA
(760) 699-2707

Jerry Sheridan

LinkedIn
Tax Reductions Specialists
San Jose, CA
(888) 511-1269

Vincent Yackanin

LinkedIn
CFP, ChFC
Dovetail Capital Management
Phoenix, AZ
(520) 419-9481
× Profile Picture

|
Shift Gears

A Simple Plan to Grow Your Financial Advisory

Ready to start making something big happen? Ready to embrace tomorrow, and to start building a bigger, better financial advisory today? Brookwood is dedicated to helping you be successful, even in the midst of rapid change. Work with us to shift your business into high gear. You can do it in three simple steps.

Join Brookwood

The first step is easy. Start a conversation. Tell us about your needs and goals. We'll set you up with everything you need, and we'll work with you to develop a plan designed for success on your terms.

Use Brookwood

We’ll provide everything you need to step out from the crowd, build better relationships, and grow. Access advanced resources, personalized support, and a close community of entrepreneurial financial advisors.

Grow Your Business

Realize your advisory's full potential. Build great client relationships. Earn more of them. Succeed on your terms. We'll work hard to ensure your success is sustainable and rugged enough for the long haul.

Join Our Community Now.

Collaborate with top financial advisors to expand your knowledge and drive your success.