Cade Roque is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at LPL Financial and Mutual of Omaha Investor Services. Outside of finance, Roque is involved in a local martial arts organization in Mesa, AZ. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis in managing discretionary assets totaling $4.93 billion as of the end of 2025.

Robert Dussi is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with LPL Financial and has been a principal at Cornerstone Wealth Management, LLC since 2014. Dussi operates Cornerstone Wealth Portfolios as a DBA for his LPL business. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.