Brookstone Capital Management

Our partner in helping us best service our clients through flexible, open-architecture portfolios, expert support, and world-class training tools.

Dean Zayed

CEO and Founder

Mark DiOrio

Chief Investment Officer

Darryl Ronconi

President, COO

Derek Gubala

Director, Business Development

Matt Lovett

Chief Compliance Officer

 

Highland Capital Brokerage

Our annuity and risk management consultants provide guidance and back office support for retirement income products for our clients.

John McDermott

VP, Senior Advisor Consultant

Mallory Perminas

Sales Associate

Adam Ellowsky

Advisor Consultant

 

SBS CPA Group

SBS CPA helps our clients with their taxes, weather they are complicated or a simple tax return. SBS is well versed in tax planning and looks forward to assisting our clients.

Mike Sylvester

MBA, CPA/ABV

Karena Sylvester

CPA

Brent Bracht

CPA

Attorney Partners

We also partner with an attorney who focuses on wills, trusts, elder law, estate administration, estate planning, and asset preservation planning.  Contact us for information to help secure your legacy for your family.

 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.