Investment Team

Meet our extended family

Client Centered

Liyin Bao, CFA

Portfolio Manager, LPL Operations Manager

Liyin Bao, CFA, leads Cornerstone Wealth Management's Model Wealth Program. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program. In 2019, Liyin took on leading the...

Read more


Client Centered

Khurram Naveed

Senior Analyst, LPL Operations Manager

Khurram Naveed joined Cornerstone Wealth Management in 2017. He is a senior analyst for the Cornerstone Model Wealth Program and is a member of the Investment Policy Committee. Prior to joining the firm, he was a business valuation...

Read more

Client Centered

Regina Crook

Client Services Associate

Regina joined the Model Wealth Program team at Cornerstone Wealth Management in 2019. She has experience within the financial services industry, specifically with investment and retirement accounts, since 2013. She previously worked...

Read more

Client Centered

Tom Gooden

Thomas Gooden is the Chief Compliance Officer (CCO) of Cornerstone Wealth Management, LLC. Thomas is responsible for compliance and supervisory functions, including the monitoring of activities to ensure compliance with our...

Read more

Erik Thompson

Erik Thompson

LPL Financial Advisor

(706) 342-0030

(706) 438-1138