Cornerstone Financial Group

Bolan Montgomery is a financial advisor at Cornerstone Financial Group in Appleton, WI, holding a Series 66 designation with six years of industry experience. He has previously worked at Principal Securities, Principal Life Insurance, and Northwestern Mutual. Montgomery serves as an owner of Montgomery Financial LLC, through which he operates his financial advisory practice. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team. The firm provides discretionary asset management, financial planning, and consulting services, employing customized investment strategies that incorporate equities, fixed income, options, and technology-driven research methods.

Arnold Eichhof is a financial advisor with Cornerstone Financial Group in Appleton, WI. He holds the CFP® and ChFC® designations and has eight years of industry experience. Prior to joining Cornerstone, he worked at Principal Securities Inc., Principal Life Insurance Company, Modern Wealth, LLC, and H. Beck, Inc. Outside of his advisory role, Eichhof officiates middle and high school soccer games and serves in a leadership role with a local business networking organization. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team. The firm offers discretionary asset management, financial planning, and consulting services, employing a multi-disciplinary investment process that integrates fundamental, quantitative, technical, and sector analysis, supported by technology and AI tools.

Troy Leonard is a financial advisor with Cornerstone Financial Group in Appleton, WI, holding a Series 66 license and 15 years of industry experience. His prior work includes roles at Principal Securities Inc., Purshe Kaplan Sterling Investments, and Principal Life Insurance Company. Outside of advising, Leonard is involved with Genesis Impact Sports, a sports-related business where he serves as a part owner and board-level contributor. Cornerstone Financial Group serves individuals, trusts, retirement plans, and business entities through a five-advisor team, offering discretionary asset management, financial planning, and consulting services. The firm employs a multi-disciplinary investment approach incorporating fundamental, quantitative, technical, and sector analysis, utilizing technology and AI tools in its portfolio management and client interactions.

Jesse Dunsmore is a financial advisor at Cornerstone Financial Group in Appleton, WI, with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Purshe Kaplan Sterling Investment and Thrivent Investment Management. Outside of his advisory role, he works as a freelance writer specializing in short fiction. Cornerstone Financial Group serves individuals, trusts, employer retirement plans, and businesses, managing approximately $183 million for around 450 clients. The firm employs a multi-method investment approach, incorporating fundamental, quantitative, qualitative, and technical analysis, and offers services such as asset management, financial planning, and retirement plan consulting.

Guy Mccauley is a financial advisor at Cornerstone Financial Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, Principal Securities, and Thrivent Financial. In addition to his advisory role, he is also an agent for United Healthcare Medicare Insurance. Cornerstone Financial Group serves individuals, high-net-worth clients, trusts, retirement plans, and business entities through a team of five advisors. The firm offers discretionary asset management, financial planning, and consulting services, utilizing a multi-disciplinary investment process that incorporates fundamental, quantitative, technical, and sector analysis along with the use of technology and AI tools.