Cornerstone Securities LLC

Jon Ferguson is a financial advisor with Cornerstone Securities LLC in Willits, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at firms including Planmember Securities Corporation and First IMO and has been self-employed since 2003. Outside of his advisory work, Ferguson serves as an associate pastor at Calvary Chapel Willits. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer limited discretionary trading, and refer clients to third-party managers and REITs, while also providing standalone financial planning and consulting.

John Fitch is a financial advisor at Cornerstone Securities LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Securities since 2017, following prior roles at Larson Financial Group, LLC and Larson Financial Securities, LLC. Outside of advisory work, he is involved in insurance sales as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of advisors who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Mason Carhart is a financial advisor with Cornerstone Securities LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Sierra Ridge Wealth Management and NEXT Financial Group, Inc. Outside of advisory work, Mason serves as a board member for the Medford Parks and Recreation Foundation and is the owner of an insurance agency specializing in life, health, long-term care, property and casualty, and disability insurance. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm delivers advisory work through a team of representatives who develop portfolio strategies, offer third-party advisory program selections, and provide standalone financial planning or consulting services.

Timothy Stearns is a financial advisor at Cornerstone Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Securities since 2014. He also has prior experience with Crown Capital Securities, LP and LaSalle St. Securities, LLC. Outside of his advisory work, Stearns sells term, fixed, and indexed universal life insurance as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer discretionary trading where authorized, and refer clients to third-party managers and REITs.

Bart Spachek is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Cornerstone Securities since 2015 and also operates Bart Spachek Inc. since 2010. Outside of advisory work, he directs Reign Benefits Consulting, where he conducts sales of fixed, indexed, and life insurance products and provides consulting services to a former Allstate insurance agency. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of advisers who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Steven Stratton is a financial advisor with Cornerstone Securities LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Cornerstone Securities since 2019 and previously worked at PlanMember Securities Corporation. Outside of his advisory role, Stratton is active in community service through the Upper Rogue Rotary and is involved with Legal Shield as a member and distributor of legal counsel membership services. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates as a team, providing client-directed asset management, third-party advisory program selection, and standalone financial planning or consulting services.

Brian Taylor is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He worked at Wise Wealth LLC from 2015 to 2017 before joining Cornerstone Securities in 2017. Outside of advisory work, he is also an independent insurance agent focusing on fixed life insurance, fixed annuities, and long-term care products. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of representatives who develop portfolio strategies and provide financial planning or consulting. The firm also facilitates access to third-party advisory programs and REITs.

Dennus Bradley Cooper is a financial advisor at Cornerstone Securities LLC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Dominion Investor Services, Inc. and National Planning Corporation. Outside of his advisory work, Cooper occasionally places life insurance and annuity products through his insurance agency, The Cooper Group. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates as a team of investment adviser representatives who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Russell Fieger is a financial advisor with Cornerstone Securities LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including Colorado Financial Service Corporation, LPL Financial, Blue River Capital LLC, and Crown Capital Securities LP. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm’s team-based approach includes IAR-directed asset management, third-party advisory program selection, REITs, and standalone financial planning or consulting engagements.