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.

Kevin Yingst is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He worked at Edward Jones from 2002 to 2017 before joining Cornerstone Wealth Management and LPL Financial in 2017. Outside of his advisory role, he is involved in several business entities, including a single-member LLC established for future property management 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 delivers advisory services through advisor-led discretionary management, wrap-fee programs, and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis with continuous account supervision.

Nikola Krickovic is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Cornerstone Wealth Management since 2018 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis across various investment types and offers services through multiple advisory programs and operational DBAs.