OUR TEAM Our mission is to provide straightforward, objective advice with trust as the cornerstone of everything we do.Our firm is designed to deliver the best of both worlds to our clients: the personal service and familiarity of a focused team, with the resources and support of LPL Financial, the nation's leading independent broker-dealer.*Keep scrolling to find out more about our team and the partners who help us deliver on our mission.*As reported by Financial Planning magazine, June 1996-2018, based on total revenue. Meet Our Team John Wehmer, CFP® Financial Advisor 636.397.6200 636.397.6201 firstname.lastname@example.org When choosing a career, John Wehmer followed his passions. As a personal financial advisor, he combines his love of numbers and finance with his desire to help others. He finds joy in learning about each client’s distinct situation, their short- and long-term goals, and then designing a comprehensive plan to help them pursue those aspirations. John knows that financial lives can be complex, but his straightforward approach helps clients gain clarity and understanding about their circumstances and decisions, so they can feel confident about their financial future.Before joining Cornerstone Wealth Management in 2016, John spent several years at a national brokerage firm. He chose to become an independent advisor affiliated with LPL Financial because it offered a greater range of investment options, allowing John to better serve his clients’ best interests. This means his clients can expect objective guidance, transparent advice and fees, and clear communication.A 2007 graduate of the University of Missouri-Columbia, John holds a Bachelor of Science in finance and banking. John has also earned the CERTIFIED FINANCIAL PLANNER™ certification, which includes extensive training that enhances his knowledge of financial planning opportunities so he can provide more comprehensive advice.Originally from Florissant, Missouri, John has lived in Saint Charles since 2007. To give back to his community, he has served in various roles with the United Way, Saint Louis Zoo, Kiwanis and the Saint Charles Chamber of Commerce. At home, John enjoys spending time with his talented wife, Heather, and playing with their three wonderful children, Jackson, Lyla and Juliet. Jocelyn Haufle Administrative Assistant 636.397.6200 636.397.6201 email@example.com Jocelyn Haufle works closely with John Wehmer to deliver highly personal service to Cornerstone Wealth Management clients. With a friendly and engaging style, she is known for an attention to detail that ensures an efficient experience, so clients can feel confident that she’s attending to all the behind-the-scenes requirements.Jocelyn’s role includes regular communication with clients to schedule appointments, completing paperwork, and being a valuable resource for any initial questions or concerns. After more than four years at Cornerstone, she is experienced in LPL’s technology systems and knowledgeable of the processes required for a wide variety of client needs. Jocelyn says she enjoys her work because of the interaction with clients and the continual learning opportunities, which help her increase efficiencies and provide seamless experiences.Before joining Cornerstone in 2015, Jocelyn held several service-oriented roles in her hometown of St. Peters, Missouri. She holds a bachelor’s degree in international political science from Drury University in Springfield, Missouri.Outside of work, she enjoys traveling with friends or on her own. At home, you can find her playing with her dog, Gus Gus, and spending time at the pool. Liyin Bao, CFA Portfolio Manager, LPL Operations Manager 314.394.1670 314.394.1671 firstname.lastname@example.org Liyin Bao, CFA, leads the Cornerstone Wealth Portfolios team at Cornerstone Wealth Management. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program. In 2019, Liyin took on leading Cornerstone Wealth Portfolios and Cornerstone’s Investment Policy Committee. He is responsible for the formulation of the global balanced strategies as well as the development and implementation of the asset management services.During his tenure at Cornerstone, Liyin instituted Cornerstone’s proprietary portfolio management system, including quantitative screening, security analyses, allocation optimizer, and risk monitors. In the process of meeting the Global Investment Performance Standard for performance audit, Liyin plays a lead role in performing account-level analysis and has been dedicated to improving individual clients’ experiences in the program. He and his team are committed to creating well-researched portfolios for the program that can help our clients pursue their financial goals.Prior to joining Cornerstone, Liyin worked as an investment banking analyst at Citic Securities. He is a CFA® charterholder and a member of the CFA Society of St. Louis. He has a Bachelor of Science in economics and mathematics from the University of Michigan and earned his Master of Science in finance from Olin Business School at Washington University in St. Louis. Khurram Naveed, CFA Co-Portfolio Manager 314.394.1670 314.394.1671 email@example.com Khurram Naveed, CFA, joined Cornerstone Wealth Management in 2017. He is a co-portfolio manager for the investment team and a member of the Investment Policy Committee. Prior to joining the firm, he was a business valuation analyst at Health Capital Consultants.Khurram is a CFA® charterholder and a member of the CFA Society of St. Louis. He graduated cum laude from the University of Missouri-St. Louis with a Bachelor of Science in Economics. He also earned a Master of Arts in Economics and an MBA with honors from the University of Missouri-St. Louis. Leslie Garrison Chief Operations Officer 314.394.1670 314.394.1671 firstname.lastname@example.org Leslie Garrison joined Cornerstone Wealth Management in 2018 as the director of marketing. Today, she leads the operational efforts across the firm, ensuring that Cornerstone’s programs and services are running smoothly and adding value to each advisor’s practice and, in turn, their clients.Before joining Cornerstone, Leslie led the marketing team for a national RIA based in St. Louis. She holds a bachelor’s degree from Truman State University and lives in St. Louis with her husband, John, and two children. When she’s not serving as a chauffeur for her kids, you can usually find Leslie running, reading a book, traveling, and having fun with family and friends. Megan Hill Marketing Manager 314.394.1670 314.394.1671 email@example.com Megan Hill joined Cornerstone Wealth Management in 2021 to work as a partner to advisors by aiding them in exploring and implementing various marketing and brand building techniques. With a background in journalism and strategic communication, Megan brings forth new, creative strategies for engaging with clients and prospects. She has a multifaceted background in graphic design, copywriting, event planning, digital marketing, among other areas of expertise.Before joining Cornerstone, Megan worked within the marketing department of a national, independent CPA firm. She received a bachelor’s degree from the University of Missouri, and currently resides in St. Louis. When she’s not at work, she enjoys traveling, spending time with loved ones, taking care of her high maintenance feline, and trying out new restaurants. Our Partners Our FirmCornerstone Wealth Management’s mission is to guide successful families to financial confidence using comprehensive wealth strategies. The independent advisors who are part of the firm are passionate about serving as financial advocates for their clients, building meaningful relationships based on trust to support the needs, goals and ideal futures of the families they serve.For more information about Cornerstone Wealth Management, please visit mycwmusa.com.St. Louis Estate PlanningAttorney Scott Keifer founded St. Louis Estate Planning to focus exclusively on helping clients establish quality and cost-effective plans. Visit his website to learn more.Of course, our clients are under no obligation to use the services of St. Louis Estate Planning and may choose any qualified professional to provide estate planning services. We will work closely with your attorney to ensure we're coordinating on your estate planning needs. St. Louis Estate Planning, Scott Keifer and their services are not affiliated with LPL Financial or Cornerstone Wealth Management.