Cornerstone Securities LLC

Jon Ferguson is a financial advisor with Cornerstone Securities LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked at Planmember Securities Corporation and has operated his own business, Ferguson Financial Incorporated, since 2022. Outside of his advisory roles, he serves as an associate pastor at Calvary Chapel Willits. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm emphasizes IAR-directed asset management, offering a combination of direct portfolio management, third-party advisory programs, and financial planning services.

John Fitch is a financial advisor at Cornerstone Securities LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Securities since 2017, following prior roles at Larson Financial Group, LLC and Larson Financial Securities, LLC. Outside of advisory work, he is involved in insurance sales as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of advisors who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Mason Carhart is a financial advisor with Cornerstone Securities LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Sierra Ridge Wealth Management and NEXT Financial Group, Inc. Outside of advisory work, Mason serves as a board member for the Medford Parks and Recreation Foundation and is the owner of an insurance agency specializing in life, health, long-term care, property and casualty, and disability insurance. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm delivers advisory work through a team of representatives who develop portfolio strategies, offer third-party advisory program selections, and provide standalone financial planning or consulting services.

Timothy Stearns is a financial advisor at Cornerstone Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Securities since 2014. He also has prior experience with Crown Capital Securities, LP and LaSalle St. Securities, LLC. Outside of his advisory work, Stearns sells term, fixed, and indexed universal life insurance as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer discretionary trading where authorized, and refer clients to third-party managers and REITs.

Bart Spachek is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Cornerstone Securities since 2015 and also operates Bart Spachek Inc. since 2010. Outside of advisory work, he directs Reign Benefits Consulting, where he conducts sales of fixed, indexed, and life insurance products and provides consulting services to a former Allstate insurance agency. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of advisers who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Greg Humphreys is a financial advisor at Cornerstone Securities LLC with a Series 65 designation and six years of industry experience. He previously worked at Harris and Hart LLC, G.E.H.A., Black & Veatch, and Seaboard Foods. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm offers IAR-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

Steven Stratton is a financial advisor with Cornerstone Securities LLC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Cornerstone Securities since 2019 and previously worked at PlanMember Securities Corporation. Outside of his advisory role, he is involved in philanthropic community service through Upper Rogue Rotary and participates in legal counsel membership services with Legal Shield. Cornerstone Securities LLC serves individuals, trusts, estates, private corporations, and pension plans, providing investment advisory services including IAR-directed asset management, selection of third-party programs, and financial planning. The firm employs a team approach where investment decisions are generally made at the advisor level and uses diversified methods including third-party managers without sponsoring proprietary products.

Brian Taylor is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He worked at Wise Wealth LLC from 2015 to 2017 before joining Cornerstone Securities in 2017. Outside of advisory work, he is also an independent insurance agent focusing on fixed life insurance, fixed annuities, and long-term care products. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of representatives who develop portfolio strategies and provide financial planning or consulting. The firm also facilitates access to third-party advisory programs and REITs.

Dennus Bradley Cooper is a financial advisor with Cornerstone Securities LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. His previous roles include positions at Dominion Investor Services, Inc., National Planning Corporation, and Geneos Wealth Management, Inc. Outside of his advisory work, he occasionally places life insurance and annuities through The Cooper Group, where he also manages his business overhead expenses. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of investment adviser representatives. The firm emphasizes IAR-directed asset management, use of third-party advisory programs, and does not sponsor proprietary products, with approximately $210 million in discretionary assets under management.

Russell Fieger is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Crown Capital Securities, Lp, Blue River Capital LLC, LPL Financial, and Colorado Financial Service Corporation. Cornerstone Securities LLC offers investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm emphasizes advisor-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.