Jordan Faerber is a CFP® with nine years of industry experience, currently serving as an advisor at Cornerstone Wealth Management, LLC. He has worked at Cornerstone and its affiliated entities since 2020 and previously held roles at LPL Financial, RubinBrown Advisors LLC, and Biermann Straatmann P.C. He also owns Faerber Tax Services, a tax preparation and accounting business. 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 as of year-end 2025. The firm employs a tailored investment approach combining fundamental, quantitative, and qualitative analysis, and offers ERISA-compliant retirement consulting along with multiple LPL-sponsored advisory programs.

Matthew Rufkahr 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 been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and 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, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.