Cornerstone Financial Group, LLC

David Hoppen is a financial advisor at Cornerstone Financial Group, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Cornerstone Financial Group since 1996. Cornerstone Financial Group provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios primarily through mutual funds and ETFs, using both fundamental and technical analysis with asset allocation as the main driver of portfolio construction.

Spencer Schwarting is a CFP® professional with 10 years of industry experience. He is currently with Cornerstone Financial Group, LLC, where he has worked since 2018, including a prior role at Callahan Financial Planning Company from 2015 to 2018. Schwarting holds the Series 66 designation. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using mutual funds, ETFs, and other securities, employing both fundamental and technical analysis with an emphasis on asset allocation.

Reuben Brauer is a CFP® professional with 14 years of industry experience, currently affiliated with Cornerstone Financial Group, LLC in Denver, CO. He previously worked at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios primarily through mutual funds and ETFs, using both fundamental and technical analysis with asset allocation as the main approach.

Allison Cerven is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at Cornerstone Financial Group, LLC, where she has been since 2024. Her prior experience includes roles at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and technical analysis with asset allocation as the primary driver.

James Brauer is a financial advisor at Cornerstone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Comcast Corporation for eleven years. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using mutual funds, ETFs, individual equities, bonds, and other securities, employing both fundamental and technical analysis with asset allocation as the primary portfolio construction method.