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Benjamin T
Series 66
Des Peres, MO
Cornerstone Wealth Management, LLC
Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of his advisory role, Toben serves on the Board of Aldermen for the City of Manchester and has been a mayoral candidate. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a mixed investment approach combining fundamental, quantitative, and qualitative analysis, with regular account reviews and rebalancing, and offers services through multiple LPL-sponsored advisory programs.
David K
Series 65, Series 63
St. Peters, MO
Cornerstone Wealth Management, LLC
David Kaplan is a financial advisor with Cornerstone Wealth Management, LLC in St. Peters, MO. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Kaplan has been with Cornerstone Wealth Management since 2012 and also affiliated with LPL Financial since 2009. Outside of advising, he serves as an instructor for the St. Charles, MO School District. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a blend of fundamental, quantitative, and qualitative analyses with ongoing account supervision and utilizes multiple advisory programs and platforms to support a large and diverse client base.
Eric A
Series 63, Series 66
Des Peres, MO
Cornerstone Wealth Management, LLC
Eric Anderhub is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been with Cornerstone Wealth Management and affiliated with LPL Financial since 2016. Outside of his advisory role, he is involved in managing a family-owned rental property. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to provide tailored investment supervision and financial planning services.
Joseph K
Series 66, Series 63
Destin, FL
Cornerstone Wealth Management, LLC
Joseph Keifer is a financial advisor with Cornerstone Wealth Management, LLC in Destin, FL, holding Series 66 and Series 63 licenses. He has 29 years of industry experience, including roles at Cornerstone since 2012 and LPL Financial since 2005. Outside of advisory work, he serves as an advisory board member for PLM Companies, a for-profit entity. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses a combination of fundamental, quantitative, and qualitative analysis with ongoing account supervision and offers services through multiple LPL-sponsored advisory programs.
Brooke W
Series 66
St. Peters, MO
Cornerstone Wealth Management, LLC
Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial LLC, Alliance CPAs LLC, and PriceWaterhouse Coopers. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and rebalancing.
Donald A
Series 63, Series 65
St. Peters, MO
Cornerstone Wealth Management, LLC
Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.
Simon P
Series 66
Springdale, AR
Cornerstone Wealth Management, LLC
Simon Pockrus is a financial advisor with Cornerstone Wealth Management, LLC in Springdale, AR, holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved with AHK Solutions, a non-investment-related business entity. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice, continuous account supervision, and integrates in-house advisors with third-party managers and technology-driven models to support a high client load.
Timothy W
Series 63, Series 65
Chesterfield, MO
Cornerstone Wealth Management, LLC
Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cornerstone Wealth Management and Legends Financial Services Group LLC since 2016 and has worked with LPL Financial since 2008. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisors, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a multi-strategy investment approach with tailored account supervision, offering services through both independent and LPL-sponsored advisory programs.
Andrew L
CFP®, Series 66
Des Peres, MO
Cornerstone Wealth Management, LLC
Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.
Alison H
CFP®, Series 66
Chesterfield, MO
Cornerstone Wealth Management, LLC
Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.
Gabriel S
Series 63, Series 66
Cooper City, FL
Cornerstone Wealth Management, LLC
Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.
Kassidy J
Series 66
Springdale, AR
Cornerstone Wealth Management, LLC
Kassidy Joyner is a financial advisor at Cornerstone Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2021. Outside of her advisory work, she serves as an English instructor at Shimane University. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management and LPL-sponsored programs to deliver tailored investment advice focused on continuous account supervision and diversified asset allocation.
Charles W
Series 66
Lake Saint Louis, MO
Cornerstone Wealth Management, LLC
Charles Wray is a financial advisor with LPL Financial based in Lake St Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Northwestern Mutual and has been involved with Cornerstone Wealth Management and Vine Wealth Management, where he provides administrative support. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides various investment delivery options tailored to client needs.
Christopher A
Series 66
Joplin, MO
Cornerstone Wealth Management, LLC
Christopher Anderson is a financial advisor with Cornerstone Wealth Management, LLC in Joplin, MO. He holds a Series 66 designation and has 17 years of industry experience. Anderson has been with Cornerstone Wealth Management and LPL Financial since 2014. Outside of his advisory role, he is involved in managing Anderson Investments, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model with a focus on continuous account supervision, asset allocation, and a combination of fundamental, quantitative, and qualitative analysis.
Ashley C
Series 66
Des Peres, MO
Cornerstone Wealth Management, LLC
Ashley Cross is a financial advisor at Cornerstone Wealth Management, LLC with a Series 66 credential and two years of industry experience. Prior to joining Cornerstone in 2024, Ashley worked at LPL Financial from 2022 and Edward Jones from 2015 to 2022. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and emphasizes tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis across various investment strategies.
Nathan M
Series 66
Osage Beach, MO
Cornerstone Wealth Management, LLC
Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.
Connor R
Series 66
Springdale, AR
Cornerstone Wealth Management, LLC
Connor Reece is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Cornerstone, he worked at Dynastic Wealth Management, LLLP, and LPL Financial. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and leverages LPL-sponsored programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.
Gabrielle K
Series 65, Series 63
Des Peres, MO
Cornerstone Wealth Management, LLC
Gabrielle Keifer is a financial advisor at Cornerstone Wealth Management, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously been affiliated with LPL Financial and Franklin Distributors, LLC. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a combination of fundamental, quantitative, and qualitative analysis to provide tailored investment supervision and financial planning.
Calvin N
Series 63, Series 66
Columbia, IL
Cornerstone Wealth Management, LLC
Calvin Neeman is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2016. Outside of his advisory role, he is involved part-time in tax preparation and accounting through Triada Tax Consultants. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis in managing assets and provides both discretionary and non-discretionary services through various LPL-sponsored advisory programs.
Larry B
Series 63, Series 65
Washington, MO
Cornerstone Wealth Management, LLC
Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.
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