Cornerstone Professional Advisor Services, LLC

Wilkins Montgomery is a financial advisor at Cornerstone Professional Advisor Services, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Cornerstone since 2003. Montgomery also serves as vice president of Certian Data Corp., a computer processing company. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory approach focused on diversified, buy-and-hold portfolios primarily using passive mutual funds, ETFs, and fixed-income securities.

Steven Madonna is a partner at Cornerstone Professional Advisor Services, LLC and holds a Series 65 designation. He has 25 years of experience at Cornerstone and over three decades as a partner at Madonna and Company LLP, a CPA firm specializing in tax and accounting. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory-based approach focused on asset allocation and diversified, primarily passive investment strategies with a long-term horizon.

Michael Welger is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding Series 63 and Series 65 licenses and offering 42 years of industry experience. He has worked at StoneX Securities Inc. since 2014 and has been president of Innovative Financial Concepts, an insurance sales business, since 2010. Welger also serves as co-trustee of a retirement trust and advises a nonprofit pet rescue organization. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on diversified, asset-allocated portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities with a long-term, buy-and-hold strategy.

Holly Lundberg is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has three years of industry experience and has been affiliated with Ameritas Investment Corp., Carillon Investments, Inc., and Union Central Life since 2005. Lundberg is also a licensed independent insurance agent authorized to sell fixed insurance products. Cornerstone Professional Advisor Services serves individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning services, with an investment approach grounded in modern portfolio theory and a focus on diversified, buy-and-hold portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities.

Alfonso Figliolia is a financial advisor with Cornerstone Professional Advisor Services, LLC in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been associated with WRP Investments, Inc., now SA Stone Wealth Management, since 2002. In addition to his advisory role, he serves as a FINRA arbitrator and occasionally acts as an expert witness and consultant. Cornerstone Professional Advisor Services provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, primarily passive investments and often utilizes sub-advisors and custodial services from SEI.