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Gabrielle C

Series 63, Series 65

Greenville, SC

Cornerstone Wealth

Gabrielle Cafalone is a financial advisor at Cornerstone Wealth with Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Mutual Securities, Inc., Royal Alliance, and Equitable Advisors. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Private / alternative investments Wealth management Founder/Business Owner Executive Retired
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Jonathan B

CFP®, Series 63, Series 65

Greenville, SC

Cornerstone Wealth

Jonathan Brown is a CFP® with 21 years of experience in financial advising. He is currently with Cornerstone Wealth Group, LLC, where he has worked since 2018, and previously held roles at Mutual Securities, Inc., Cornerstone Financial Advisors, LLC, LPL Financial, and Securities America Advisors, Inc. Outside of his advisory role, he serves as treasurer for Generations Group Home, a nonprofit organization. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Private / alternative investments Wealth management Founder/Business Owner Executive Retired
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