Huntersville, NC Office

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.

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.

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.

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.

Rachel Posner is a financial advisor at Cornerstone Wealth with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Mutual Securities, Inc. and Signature Investment Advisors, LLC. Outside of her advisory role, she also engages in gig work related to food delivery. 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 with a range of investment vehicles and an investment committee that oversees asset allocation and rebalancing.

Matthew Moyzis is a CFP® professional with 18 years of industry experience. He is currently with Cornerstone Wealth and has previously worked at firms including Gratus Capital, The Vanguard Group, and Robert Baird & Co. His background includes roles spanning investment advisory and financial planning across multiple well-known financial institutions. 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 with a range of investment vehicles and offers both discretionary and non-discretionary solutions, supported by an investment committee and access to affiliated firms through its parent company, Focus Financial Partners.

Cynthia Cross is a financial advisor with Cornerstone Wealth Group, holding a Series 66 designation and 12 years of industry experience. She has worked at Cornerstone Wealth Group since 2018 and previously held roles at Mutual Securities, Inc., LPL Financial, and Cornerstone Financial Partners. Outside of her advisory work, she serves as the treasurer for the Edgewater Park Homeowners Association. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm employs model-based portfolios using ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments managed by third parties, and it offers both discretionary and non-discretionary solutions.

Clifford Hodge III is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has been with Cornerstone Wealth Group since 2018 and previously worked at Fintrust Investment Advisory Services and FinTrust Brokerage Services. He also serves on the American Funds RIA Advisory Board, advising on client business matters. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning, using model-based portfolios and a variety of investment vehicles, with oversight by an investment committee and access to affiliated resources through its parent company, Focus Financial Partners.

Robert Benton is a financial advisor at Cornerstone Wealth with eight years of industry experience. He holds the Series 65 designation and previously worked at Morningstar Inc. for six years before joining Cornerstone Wealth 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, utilizing model-based portfolios with various asset classes and third-party managers.

Jerett Dimarzio is a financial advisor at Cornerstone Wealth Group with 11 years of industry experience. He holds the CFP® and Series 66 designations. Dimarzio has been with Cornerstone Wealth Group since 2018 and previously worked at Cornerstone Financial Partners, Inc. and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, 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 that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.