Cornerstone Financial Consulting, LLC

Carter Rivers is a financial advisor at Cornerstone Financial Consulting, LLC in Depere, WI, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Summit Accounting & Tax LLC and Kevin Cain & Associates, CPAs, LLC. Rivers has also worked in various non-financial positions while completing his education. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred client relationships.

Julie Huth is a CFP® professional with 20 years of industry experience. She currently works at Cornerstone Financial Consulting, LLC and also operates Cornerstone Tax Consulting, LLC, where she provides tax, accounting, and small business consulting services. Prior to these roles, she was associated with Huth Advisory Group, LLC and J.A. Huth & Associates, Inc. She spends approximately half of her time on tax consulting and accounting through her other business activities. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan advisory services, managing roughly $41 million across several hundred client relationships.

Walter Kowalczyk is a financial advisor at Cornerstone Financial Consulting, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Ausdal Financial Partners, Inc. and several Cornerstone-affiliated entities. Outside of his advisory role, he is the founder of Clear Mission Networking, a faith-based business networking and Bible study group, and of SportsFaith, an online magazine sharing gospel stories and interviews. Cornerstone Financial Consulting is an owner-managed registered investment adviser serving individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning and ERISA plan advisory services, managing approximately $41 million for several hundred clients.