Advisors at this firm
Gregory B
Series 66
Greenfield, IN
Cornerstone Advisory, LLC
Gregory Brewer is a financial advisor at Cornerstone Advisory, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Cornerstone Financial Services since 2011. Outside of his advisory role, he serves as a member of the McCordsville Indiana Town Council, where he participates in local governance and zoning decisions. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis along with asset allocation and Modern Portfolio Theory to construct portfolios, primarily managing assets on a non-discretionary basis while offering both discretionary and non-discretionary investment management.
Willard K
Series 63, Series 66
Greenfield, IN
Cornerstone Advisory, LLC
Willard Klink is a financial advisor at Cornerstone Advisory, LLC with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cornerstone Financial Services, Inc. since 2011. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a comprehensive investment process that includes fundamental and technical analysis, asset allocation, and Modern Portfolio Theory, managing assets primarily on a non-discretionary basis while also providing discretionary management when authorized by clients.
Steven B
Series 63
Greenfield, IN
Cornerstone Advisory, LLC
Steven Bucksot is a financial advisor with Cornerstone Advisory, LLC, holding a Series 63 license and over 37 years of industry experience. He has worked at Cornerstone Financial Services, Inc. since 1998 and has been a CPA and CFP since 1992. Bucksot serves on the Board of Directors for Bosma Industries for the Blind, a nonprofit organization, where he holds the position of Treasurer on a voluntary basis. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis along with asset allocation and Modern Portfolio Theory to construct portfolios, offering both discretionary and non-discretionary investment management.
