Cornerstone Asset Management Services, Inc.

Timothy Baker is a financial advisor at Cornerstone Asset Management Services, Inc. with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Royal Fund Management, LLC and Chelsea Insurance Group. In addition to his advisory role, he is an independent licensed insurance agent offering annuities and life insurance products. Cornerstone Asset Management Services, Inc. provides discretionary portfolio management and consulting primarily to individual and high-net-worth clients, as well as trusts, corporations, pensions, and other entities. The firm employs a model-driven investment process combining fundamental and technical analysis and offers a range of services including sub-advisory management and financial planning.

Jay McClellan is a CFP® professional with 40 years of industry experience. He is currently with Cornerstone Asset Management Services, Inc., where he has worked since 2020. His prior experience includes roles at Aurora Securities Inc., Secure Asset Management, L.L.C., Concorde Investment Services, LLC, and Asset Management Systems Inc. McClellan is also president of Asset Management Systems, a business that provides income tax preparation, financial planning, and insurance services, and he owns the McClellan Agency, which focuses on fixed insurance and annuity sales. Cornerstone Asset Management Services, Inc. offers discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm uses a proprietary investment process combining fundamental and technical analysis and provides a range of services including model portfolios, separately managed accounts, sub-advisory management, and consulting.

Christine Bules is a ChFC® with 35 years of industry experience, currently serving at Cornerstone Asset Management Services, Inc. since 2005. She has also worked with J.W. Cole Financial, Inc. and Professional Asset Management, Inc., and has been self-employed as an insurance broker since 1996. Cornerstone Asset Management Services, Inc. provides discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm employs a model-driven investment process combining fundamental and technical analysis and offers a range of services including separately managed accounts, sub-advisory investment management, and financial planning.

Bill Dragolas is an advisor at Cornerstone Asset Management Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GT Securities, Liberty Partners Financial Services, Citizens Securities, and Firstmerit Bank. Outside of his advisory role, he serves as Executive Director of the CK Foundation, a nonprofit supporting families and victims of COVID-19, and is founder and president of Fatcat Sportswear, an online clothing store, as well as president of Dynamic Education Solutions, LLC, which consults with school districts on process improvement. Cornerstone Asset Management Services, Inc. provides discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm uses a model-driven investment process combining fundamental and technical analysis and offers multiple investment delivery options, including sub-advisory services and proprietary model strategies.

George Anastasakis is a financial advisor with Cornerstone Asset Management Services, Inc., holding a Series 63 designation and over 40 years of industry experience. He has been with Cornerstone since 2005 and is also involved with several other business ventures, including MTH Hats, LLC, a retail sales operation, and C. M. Hyatt & Associates, which provides notary services. Additionally, he serves as a trustee for a family trust. Cornerstone Asset Management Services, Inc. offers discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm employs a proprietary, computer-aided investment process that combines fundamental and technical analysis and provides multiple service delivery options, including model portfolios, separately managed accounts, sub-advisory services, and financial planning.