Cornerstone Wealth

Gabrielle Cafalone is a financial advisor at Cornerstone Wealth with Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Mutual Securities, Inc., Royal Alliance, and Equitable Advisors. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Jeffrey Powell is a financial advisor at Cornerstone Wealth with 20 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Highland Private Wealth Management and LPL Financial LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by a regular investment committee review.

Jared Mcdaniel is a CFP® and CFA®-designated advisor with 18 years of industry experience. He is currently affiliated with Cornerstone Wealth and has previously worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a range of asset classes and third-party managers.

Craig Rubrecht is a financial advisor with Cornerstone Wealth Group, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at several firms, including Mutual Securities, Inc., Cornerstone Financial Advisors, LPL Financial, and Securities America Advisors, Inc. He serves as a board member of the Focus Strategic Advisory Board, which meets biannually to provide strategic guidance. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by an investment committee, and offers both discretionary and non-discretionary solutions.

Cameron Meares is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Cornerstone Wealth Group, where he has worked since 2019, and has prior experience at UBS Financial Services and Rhett Sinclair and Associates. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Jeffrey Carbone is a CFP® professional with 35 years of industry experience, currently serving as a managing partner and advisor at Cornerstone Wealth. His career includes roles at Cornerstone Financial Partners LLC and LPL Financial, among others. Outside of his advisory work, he serves as president of a local homeowners association and is a board member of the Make A Wish nonprofit organization. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, corporations, and plan sponsors with comprehensive portfolio management and financial planning services. The firm utilizes model-based portfolios with diverse asset classes and offers both discretionary and non-discretionary solutions, supported by an investment committee and access to a network of affiliated firms.

Sean Bandazian is a financial advisor at Cornerstone Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, The Leaders Group, Inc., and LPL Financial. He has been with Cornerstone Wealth Group, LLC since 2020. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, using model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments where appropriate.

Edward Wood III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Cornerstone Wealth Group LLC, where he has worked since 2018, and has held positions at several firms including Mutual Securities, Inc., Cornerstone Financial Partners, Inc., and LPL Financial. Wood is also involved in insurance-related activities through Cornerstone Risk Management Advisors, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, advisers, and corporations. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Wallace Sutton is a financial advisor at Cornerstone Wealth with over 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Mutual Securities, Inc., Purshe Kaplan Sterling Investments, and Sutton Wealth Advisors, Inc. Outside of his advisory role, Sutton serves as a guest speaker at Florida State University where he discusses investments with economics students. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that incorporate a range of investment vehicles and third-party managers.

Andrea Pine is a financial advisor at Cornerstone Wealth with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that incorporate ETFs, mutual funds, individual securities, and, for qualified clients, alternative investments and third-party manager sleeves.

Matthew Sandberg is a CFP® professional with 10 years of industry experience, currently serving at Cornerstone Wealth Group since 2017. His prior roles include positions at Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, employing model-based portfolios guided by an investment committee and providing both discretionary and non-discretionary solutions.

Derek Gage is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently with Cornerstone Wealth and has previously worked at Purshe Kaplan Sterling Investments, Sutton Wealth Advisors, TCV Trust & Wealth Management, and Genworth. His role at Sutton Wealth Advisors includes investment analysis, portfolio research, and participation on the firm's Investment Management Committee. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning services, utilizing model-based portfolios with a range of investment types and maintaining an active investment committee that guides asset allocation and rebalancing.

Jeremy Grant is a CFP® professional with 22 years of experience in the financial services industry. He has worked with several firms, including Mutual Securities, Inc., Cornerstone Financial Partners, Inc., and Securities America Advisors, Inc., before joining Cornerstone Wealth Group in 2018. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a range of investment options and providing both discretionary and non-discretionary solutions.

Rodney Wendt is a financial advisor at Cornerstone Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at Keystone Financial Services for five years. Outside of advising, he has experience in small business operations including roles at a dance hall and a window cleaning business. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, and retirement plan consulting using model-based portfolios with a range of investment vehicles, and it provides both discretionary and non-discretionary solutions supported by an investment committee.

Kara Kunz is a CFP® with two years of industry experience, currently serving as a financial advisor at Cornerstone Wealth Group. She previously worked at Bragg Financial and spent 16 years at the Community School of Davidson. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios and access to affiliated investment vehicles and subadvisors.