Gregory Brewer is a Series 66 credentialed advisor with 23 years of industry experience. He has worked at Cornerstone Financial Services since 2011 and currently serves as a partner at Cornerstone Advisory, LLC. Outside of his financial advisory work, Brewer is a member of the McCordsville, Indiana Town Council, where he participates in local governance. Cornerstone Advisory provides financial planning, asset and portfolio management services to individual clients, including high net worth households, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary management, utilizing fundamental and technical analysis along with modern portfolio theory principles.

Willard Klink is a financial advisor at Cornerstone Advisory, LLC with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cornerstone Financial Services, Inc. since 2011. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a comprehensive investment process that includes fundamental and technical analysis, asset allocation, and Modern Portfolio Theory, managing assets primarily on a non-discretionary basis while also providing discretionary management when authorized by clients.

Steven Bucksot is a financial advisor with Cornerstone Advisory, LLC, holding a Series 63 designation and over 38 years of industry experience. He has worked at Cornerstone Financial Services since 1998 and has been a registered investment professional since 1995. Bucksot also maintains CPA and CFP credentials dating back to 1992. He serves on the board of Bosma Industries for the Blind as Treasurer in a voluntary capacity. Cornerstone Advisory provides financial planning and portfolio management to individual clients, including high net worth households, as well as employer-sponsored retirement plans. The firm employs both discretionary and non-discretionary management strategies, using fundamental and technical analysis, asset allocation, and modern portfolio theory, and incorporates no-load institutional mutual funds, variable annuity sub-accounts, and third-party managers.