Cornerstone Wealth Management

Edmund Malone is a financial advisor at Cornerstone Wealth Management in Westlake, OH, holding a Series 65 designation with three years of industry experience. He has been with Cornerstone Wealth Management since 2022 and previously worked at Bryant & Stratton College for ten years. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis to construct diversified portfolios and employs more active strategies, including option writing and margin use, while integrating comprehensive financial planning into its advisory services.

Christina Fanourakis is a CFP® with 10 years of industry experience, currently serving at Cornerstone Wealth Management in Westlake, OH. She has been with DAGCO, Inc. since 2015. Cornerstone Wealth Management provides investment management and financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis to construct diversified portfolios and employs active strategies such as option writing and margin use, managing approximately $511 million on a discretionary basis.

Michael Kelley is a CFP® professional with 12 years of experience in financial advising. He is currently with Cornerstone Wealth Management, where he has worked since 2018, following prior roles at Axa Advisors, Carver Financial Services, and Raymond James Financial Services. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm employs both fundamental and technical analysis and offers active strategies including option writing and margin use, managing approximately $511 million in discretionary assets.

Nick Dionisos is a financial advisor with Cornerstone Wealth Management in Westlake, OH. He holds a Series 65 designation and has 18 years of industry experience. He has been associated with DAGCO, Inc. since 1995. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis to manage portfolios across various asset classes and incorporates financial planning covering tax, retirement, insurance, and estate considerations.

Nicholas Kaplan is a CFP® professional with five years of industry experience, currently serving at Cornerstone Wealth Management. His prior roles include positions at MAI Capital Management, LLC and HW&Co. Outside of his advisory work, he provides tax preparation services to friends on a limited basis. Cornerstone Wealth Management offers investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis, actively manages portfolios with a range of securities, and integrates comprehensive financial planning into its advisory approach.