Redefining financial community.

True independence comes from interdependence.

A Better Model for Financial Guidance

For decades, the financial industry sold advisors a lie: that independence meant isolation – every decision made alone, without real support or structure. Cornerstone was built on a different belief: advisors should have the freedom to serve clients on their terms, without doing it alone.

When advisors are buried in paperwork, compliance, and operations, they're not able to fully focus on what matters: building relationships and guiding people to make confident financial decisions.

That's why Cornerstone provides the infrastructure to make that happen: portfolio management, operational support, and a collaborative community that allows advisors to stay focused on their clients while growing their practice.

Through one-on-one mentorship, mastermind communities, and a culture built on accountability, advisors gain the freedom to focus on the people they serve – and clients can feel confident knowing that they're receiving guidance from professionals who are fully supported, independent, and aligned with their best interests.

This is the future of independent advisory.

Write your own story

The Cornerstone Approach

Advisors deserve more than compliance and corporate bureaucracy — they deserve a community that honors the best in them and their clients.

Interdependence

Cornerstone advisors operate separate but together, with autonomy reinforced by shared standards and accountability. Here, authenticity replaces scripts and corporate masks, and identity is an asset.

Growth

Scale is built on clarity, discipline, and structure — creating growth without sacrifice or chaos. Advisors rise as leaders who know not only that they should grow, but exactly how to do it.

Speed

Operational friction disappears. Back-end support removes the noise that slows advisors down and returns time to the client. Decisions happen fast, close to the advisor — not buried in bureaucracy.

Sustainability

Extreme ownership shapes every outcome — anchoring advisors in what’s right. Relationships and respect sit at the core, creating leaders clients trust without hesitation.

Interdependence

Cornerstone advisors operate separate but together, with autonomy reinforced by shared standards and accountability. Here, authenticity replaces scripts and corporate masks, and identity is an asset.

Growth

Scale is built on clarity, discipline, and structure — creating growth without sacrifice or chaos. Advisors rise as leaders who know not only that they should grow, but exactly how to do it.

Speed

Operational friction disappears. Back-end support removes the noise that slows advisors down and returns time to the client. Decisions happen fast, close to the advisor — not buried in bureaucracy.

Sustainability

Extreme ownership shapes every outcome — anchoring advisors in what’s right. Relationships and respect sit at the core, creating leaders clients trust without hesitation.

Meet Carmine Corino, Cornerstone CEO

For over two decades, Carmine Corino has been rewriting how financial advice gets delivered. As Founder and CEO of Cornerstone Planning Group, bestselling author of Broken Dealer, and a certified CFP®, ChFC®, and AIF®, he's helped countless advisors break free from the quotas, conflicts, and constraints of traditional finance — and build practices that finally serve clients, not corporations. His leadership proves a simple truth: independence isn't a business model, it's a mindset — one backed by structure, discipline, and a client-first standard the industry should have had all along.

Learn More About Carmine

Read Broken Dealer

Meet Carmine Corino, Cornerstone CEO

Learn more about carmine

Read Broken Dealer

The Team in Your Corner

A group of operators, problem-solvers, and strategists committed to supporting independence with discipline, speed, and clarity. Their work ensures advisors always have a seat at the table — and never have to build alone.

Amanda Tarno

Director of Marketing + Client Experience

Anthony N Depersio

Advisor Support Specialist

Wendy Marin

Advisor Support Specialist

Tom W

Director of Operations + Compliance

Meet The Team

The Leaders Who Build

Cornerstone Advisors work independently but rise together — separate, but connected by shared ambition and integrity. Each advisor shapes their own presence, their own voice, and their own impact.

Mike Bozzone

Financial Advisor

Barjes Angulo

Financial Advisor

Anthony Depersio

Financial Advisor

Gina Stormont

Financial Advisor

Meet The Advisors

Part of Our Foundation

Remembering Mitch R. Owens CLU®, CFP®

Mitch was part of Cornerstone from the very beginning. His perspective and commitment to doing the right thing helped shape the firm into what it is today.

Mitch brought a rare combination of curiosity and care to his work. He believed financial planning began with understanding the person behind the plan. He took great pride in helping clients retire and in giving families a sense of lasting security.

Outside of his work, Mitch was deeply devoted to his family. He loved traveling to National and State Parks, camping, hiking, playing guitar, and photography – experiences that reflected his appreciation for life’s quieter moments.

Mitch was a trusted advisor and a foundational member of Cornerstone. His influence continues to shape our firm and the way we serve others. We are proud to carry his legacy forward.

Claim Your Future

The next era of financial advisory won’t be shaped by the old institutions — it will be driven by advisors who choose clarity over comfort and purpose over pressure.

If the old model made you small, this is your invitation to outgrow it.

FIND YOUR PEOPLE