Cornerstone Financial Group

Bolan Montgomery is a financial advisor at Cornerstone Financial Group in Appleton, WI, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Principal Securities Inc, Principal Life Insurance Company, and Northwestern Mutual. Outside of advising, he co-owns an LLC focused on real estate investment alongside family members. Cornerstone Financial Group is a five-advisor team managing approximately $183 million for about 450 clients. The firm provides investment advisory and planning services to individuals, trusts, employer retirement plans, and businesses, employing a multi-method investment approach that includes fundamental, quantitative, qualitative, and technical analysis.

Arnold Eichhof is a CFP® and ChFC® with seven years of industry experience, currently serving at Cornerstone Financial Group in Appleton, WI. His prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Modern Wealth, LLC, and H. Beck, Inc. Outside of advising, he is involved in soccer officiating and serves as Interim President of a local BNI chapter. Cornerstone Financial Group is a five-advisor team managing approximately $183 million for about 450 clients. The firm provides investment advisory and planning services to individuals, trusts, employer retirement plans, and businesses, employing a multi-method investment approach that includes fundamental, quantitative, qualitative, and technical analysis.

Troy Leonard is a Series 66-licensed financial advisor with 14 years of industry experience, currently serving at Cornerstone Financial Group. His prior experience includes roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of advisory work, Leonard is a part-owner of Genesis Impact Sports, a business venture unrelated to the investment or insurance industries, where he contributes at a board level. Cornerstone Financial Group is a five-advisor team managing approximately $183 million for about 450 clients, including individuals, trusts, and employer retirement plans. The firm employs a multi-method investment approach incorporating fundamental, quantitative, qualitative, and technical analysis to tailor portfolios aligned with client goals.

Jesse Dunsmore is a financial advisor at Cornerstone Financial Group in Appleton, WI, with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Purshe Kaplan Sterling Investment and Thrivent Investment Management. Outside of his advisory role, he works as a freelance writer specializing in short fiction. Cornerstone Financial Group serves individuals, trusts, employer retirement plans, and businesses, managing approximately $183 million for around 450 clients. The firm employs a multi-method investment approach, incorporating fundamental, quantitative, qualitative, and technical analysis, and offers services such as asset management, financial planning, and retirement plan consulting.

Guy Mccauley is a financial advisor at Cornerstone Financial Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PURSHE KAPLAN STERLING INVESTMENTS, Principal Securities Inc, and Thrivent Financial. In addition to his advisory role, Mccauley is a licensed agent for United Healthcare Medicare Insurance and fixed insurance products. Cornerstone Financial Group is a five-advisor team managing approximately $183 million for about 450 clients. The firm provides investment advisory and planning services to individuals, trusts, employer retirement plans, and businesses, utilizing a multi-method investment approach that includes fundamental, quantitative, qualitative, and technical analysis.