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

Curtis Neuman

LinkedIn
Rockledge, FL
352-351-9288
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William Anderson

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

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

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

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

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

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

LinkedIn
CFP®
Your Financial Planner
Tampa, FL
727-591-5626
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Nick Greenhouse

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

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

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

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

LinkedIn
Martin Shapiro Financial Services
Sea Bright, NJ
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Tripp LeFevre

LinkedIn
Brookwood Investment Group
Rochester, NH
​​(781) 635-6400
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Richard Myer

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

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

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

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

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

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

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

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

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

LinkedIn
Proactive Tax Reductions
Middletown, DE
(302) 449-9045
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Joe Ward

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

Nick Bour

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

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

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

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

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

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

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

Ross Atefi

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

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

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

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

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

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

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

LinkedIn
CEPA, CPWA, CFP
CK Wealth Management
Beverly Hills, CA
(310) 299-7547
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Dr. Adam L. Klein

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

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

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

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

LinkedIn
CFP, ChFC
Dovetail Capital Management
Phoenix, AZ
(520) 419-9481
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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.