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 has worked at several firms, including Mutual Securities, Royal Alliance, and Equitable Advisors. Cornerstone Wealth Group is a multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios and discretionary management.

Jeffrey Powell is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Cornerstone Wealth Group in Greensboro, NC. He has been with Cornerstone Wealth Group since 2018 and has prior experience at LPL Financial LLC dating back to 2015. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting primarily through model portfolios that include ETFs, mutual funds, individual equities, and fixed income.

Jared Mcdaniel is a financial advisor at Cornerstone Wealth with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Cornerstone Wealth, he worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach focused on model portfolios utilizing ETFs, mutual funds, equities, and fixed income.

Craig Rubrecht is a financial advisor at Cornerstone Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Wealth Group since 2018, following prior roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. Rubrecht serves on the Focus Strategic Advisory Board, a collective of investment firms that meets biannually to discuss strategic initiatives. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and management of certain annuity and 529 subaccounts, primarily through model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income.

Cameron Meares is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently with Cornerstone Wealth Group, where he has worked since 2019, including a prior tenure and a recent return in 2022. His previous roles include positions at UBS Financial Services and Rhett Sinclair and Associates. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting primarily through model portfolios that utilize ETFs, mutual funds, individual equities, and fixed income.

Jeffrey Carbone is a CFP® with 34 years of experience in financial advising, currently serving as a managing partner at Cornerstone Wealth. His career includes roles at Cornerstone Financial Partners, LPL Financial, and Mutual Securities. Outside of advising, he serves as president of the Somerset Shores HOA and is a board member of the Make A Wish nonprofit organization. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting through a model portfolio approach that incorporates ETFs, mutual funds, individual securities, and alternative investments for qualified clients.

Sean Bandazian is a financial advisor at Cornerstone Wealth Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group, Alphastar Capital Management, and LPL Financial. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, individual equities, and fixed income.

Edward Wood is a CFP® with 28 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has previously worked at Mutual Securities, Cornerstone Financial Partners, Cornerstone Financial Advisors, and LPL Financial. Outside of his advisory role, he is involved with Cornerstone Risk Management Advisors, LLC, an insurance-related business. Cornerstone Wealth Group is a multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and consulting services primarily through model portfolios with discretionary management.

Wallace Sutton is a financial advisor at Cornerstone Wealth with 41 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. Sutton has served as a guest speaker at Florida State University, discussing investments with economic class students. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting through model portfolios that emphasize ETFs, mutual funds, individual equities, and fixed income.

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 LLC. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting primarily through model portfolios with discretionary management and periodic rebalancing.

Matthew Sandberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cornerstone Wealth. His prior work includes roles at Cornerstone Financial Partners, LPL Financial, and Fiserv. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting through a model portfolio approach that includes ETFs, mutual funds, individual securities, and alternative investments for qualified clients.

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. He also serves as an investment analyst at Sutton Wealth Advisors, where he performs due diligence, prepares portfolio analyses, and participates in the investment management committee. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting primarily through model portfolios emphasizing ETFs, mutual funds, and individual securities.

Jeremy Grant is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has worked at multiple financial firms, including Mutual Securities, Cornerstone Financial Partners, Cornerstone Financial Advisors, and LPL Financial. Grant is also involved with an insurance agency as part of his other business activities. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and access to affiliate-managed private investment vehicles.

Rodney Wendt is a financial advisor at Cornerstone Wealth with five years of industry experience. He holds a Series 66 designation and has worked at Keystone Financial Services and Cornerstone Wealth Group, LLC. Outside of his advisory roles, he has experience in various other business activities including employment in marketing-related positions. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients through comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing model portfolios and discretionary management.

Kara Kunz is a CFP®-certified financial advisor with two years of industry experience, currently with Cornerstone Wealth Group. She previously worked at Bragg Financial and spent sixteen years at the Community School of Davidson. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in assets, serving individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients. The firm utilizes model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income, with discretionary management and periodic rebalancing.