304 South Main Street
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...
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...
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...
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...
LPL Financial Advisor