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David H

Series 65

Omaha, NE

Cornerstone Financial Group,Llc

David Hoppen is a financial advisor with Cornerstone Financial Group, LLC in Omaha, NE, holding a Series 65 designation and 25 years of industry experience. He has been with Cornerstone Financial Group since 1996. Cornerstone Financial Group provides financial planning and discretionary asset management services to individuals, families, high-net-worth clients, and institutional accounts. The firm manages diversified portfolios using mutual funds, ETFs, and other securities, employing both fundamental and technical analysis with discretionary trading authority.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting
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Spencer S

CFP®, Series 66

Omaha, NE

Cornerstone Financial Group,Llc

Spencer Schwarting is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Cornerstone Financial Group, LLC since 2018 and previously at Callahan Financial Planning Company and Securian Financial Services, Inc. Cornerstone Financial Group provides financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm employs diversified portfolio strategies using mutual funds, ETFs, individual securities, and private funds, combining fundamental and technical analysis with ongoing monitoring and rebalancing.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting
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Reuben B

CFP®, Series 65, Series 66

Omaha, NE

Cornerstone Financial Group,Llc

Reuben Brauer is a CFP® with 14 years of industry experience, currently serving at Cornerstone Financial Group, LLC. He has held positions at TS Bank and Callahan Financial Planning Company prior to joining Cornerstone. Cornerstone Financial Group offers financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm employs diversified investment strategies, including mutual funds, ETFs, individual equities, bonds, and alternative investments, and provides tailored services such as retirement-plan advice and trust and estate guidance.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting
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Allison C

CFP®, Series 65

Omaha, NE

Cornerstone Financial Group,Llc

Allison Cerven is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. She is currently with Cornerstone Financial Group, LLC in Omaha, NE. Her prior experience includes roles at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group provides financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm manages portfolios using diversified allocations of mutual funds, ETFs, and a range of other investments, employing both fundamental and technical analysis with ongoing monitoring and rebalancing.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting
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James B

Series 65

Omaha, NE

Cornerstone Financial Group,Llc

James Brauer is a financial advisor at Cornerstone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Comcast Corporation for eleven years. Cornerstone Financial Group provides financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm employs diversified portfolio strategies using mutual funds, ETFs, individual equities, fixed income, options, and private funds, with an emphasis on both fundamental and technical analysis.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting
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