Cornerstone Wealth Management

Edmund Malone is a financial advisor at Cornerstone Wealth Management with a Series 65 designation and four years of industry experience. He has been with Cornerstone Wealth Management since 2022 and previously worked for Bryant & Stratton College for ten years. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing diversified portfolios that include equities, mutual funds, ETFs, options, and fixed income. The firm employs a range of investment strategies and manages accounts with quarterly reviews and a 12–24 month typical investment horizon.

Christina Fanourakis is a CFP® with 10 years of industry experience, currently serving at Cornerstone Wealth Management in Westlake, OH. She has been with DAGCO, Inc. since 2015. Cornerstone Wealth Management provides investment management and financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis to construct diversified portfolios and employs active strategies such as option writing and margin use, managing approximately $511 million on a discretionary basis.

Anastasiya Sembay is a financial advisor at Cornerstone Wealth Management in Westlake, OH. She holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Management, she held roles at Case Western Reserve University and the University of Cincinnati. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing a diversified portfolio of equities, mutual funds, ETFs, options, fixed income, and alternative investments. The firm employs a team approach and uses a third-party platform for discretionary rebalancing while employing complex strategies such as option writing and short selling.

Michael Kelley II is a CFP® professional with 12 years of experience in financial advising. He is currently with Cornerstone Wealth Management, where he has worked since 2020. His prior experience includes roles at Summit Capital, Kelley Financial Planning, AXA Advisors, Carver Financial Services, and Raymond James Financial Services. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing over $640 million in client assets. The firm constructs diversified portfolios using a range of securities and employs complex strategies such as option writing and short selling, with regular portfolio reviews and a typical investment horizon of 12–24 months.

Augustine Matheson is a financial advisor at Cornerstone Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Cornerstone, he worked at Hillsdale College and was involved with the Vermilion Boat Club and Elyria Country Club over several years. Cornerstone Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, estates, and qualified retirement plans. The firm manages diversified portfolios using a range of securities and employs both traditional and complex investment strategies.

Nick Dionisos is a financial advisor with Cornerstone Wealth Management in Westlake, OH. He holds a Series 65 designation and has 18 years of industry experience. He has been associated with DAGCO, Inc. since 1995. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis to manage portfolios across various asset classes and incorporates financial planning covering tax, retirement, insurance, and estate considerations.

Nicholas Kaplan is a CFP® professional with five years of industry experience, currently serving at Cornerstone Wealth Management. He previously worked for six years at MAI Capital Management, LLC. Outside of his advisory role, he provides tax preparation services on a limited basis for friends. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing diversified portfolios that include equities, mutual funds, ETFs, options, and fixed income. The firm operates with a five-advisor team and employs a range of strategies, including option writing and short selling, while using third-party platforms for discretionary rebalancing of certain accounts.