Cornerstone Advisors

Jeffrey Sorensen is a financial advisor at Cornerstone Advisors in Topeka, KS, with 14 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Advisors since 2011, with prior experience at Cambridge Investment Research. Outside of his advisory role, Sorensen serves on the boards of local nonprofit organizations, including Midland Care Connection/Meals on Wheels and the Family Service & Guidance Center. Cornerstone Advisors manages approximately $245 million across more than 450 client relationships, offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, charities, trusts, and estates. The firm employs a long-term, asset allocation strategy based on Modern Portfolio Theory and utilizes diversified portfolios including mutual funds, ETFs, and alternative investments for qualified clients.

Mark Bucholtz is a financial advisor at Cornerstone Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Advisors since 2014, following five years at Cambridge Investment Research. Outside of his advisory work, he teaches a class on basic budgeting and finance at Cair Paravel Latin School. Cornerstone Advisors manages approximately $244.7 million across 452 client relationships, providing portfolio management, financial planning, and consulting services for individuals, high-net-worth clients, corporations, charitable organizations, trusts, and estates. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, using diversified portfolios of mutual funds, ETFs, and alternative investments, and offers both discretionary and non-discretionary account management.

M. Ford is a financial advisor at Cornerstone Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research, Inc. for 15 years. Ford is also a trustee of a defined benefit plan for Schwart Financial Services, managing the plan’s administrative tasks. Cornerstone Advisors manages approximately $244.7 million across 452 client relationships, providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, charitable organizations, trusts, and estates. The firm’s investment approach is based on Modern Portfolio Theory and long-term asset allocation, utilizing no-load mutual funds, ETFs, and alternative investments for qualified clients.

Shawn Walker is a financial advisor at Cornerstone Advisors in Topeka, KS, holding a Series 65 designation with 18 years of prior experience at The American Home Life Insurance Company. He has been with Cornerstone Advisors since 2026. Cornerstone Advisors manages approximately $244.7 million across 452 client relationships, offering discretionary and non-discretionary portfolio management, financial planning, and limited-scope consulting for individuals, high-net-worth clients, corporations, charitable organizations, trusts, and estates. The firm follows a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing primarily no-load mutual funds and ETFs with diversified portfolios across multiple asset classes.