Liyin Bao, CFA, leads the Cornerstone Wealth Portfolios investment team. 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, is a portfolio manager for the Cornerstone Wealth Portfolios investment team and a member of the Investment Policy Committee. Prior to joining Cornerstone Wealth Portfolios, 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.

Regina joined the Cornerstone Wealth Portfolios team in 2019. She has experience within the financial services industry, specifically with investment and retirement accounts, since 2013. She previously worked for a small independent RIA building relationships with clients and custodians while managing client accounts and investments.

Regina graduated with a bachelor’s degree from the University of Illinois, Urbana-Champaign. Outside of work, she enjoys DIY projects, attending local events, playing sports, coaching her son’s sports teams, and traveling to visit friends and family.

Camryn Openlander graduated from Southeast Missouri State University, where she studied finance. She joined Cornerstone in 2022 to support the investment team and is enthusiastic about learning the intricacies of investing while applying her skills to assist both advisors and colleagues. Before her current role, Camryn interned as a college financial representative at Northwestern Mutual and is currently studying to become fully licensed.

Recently relocated to Huntsville, Alabama, Camryn enjoys volunteering, traveling, and spending time with loved ones. A recent highlight of her travels was trekking through the rainforests of Thailand to bathe and feed elephants.

Thomas (Tom) Gooden joined the Cornerstone team in 2012 as a financial advisor. He later joined the compliance team, where he has served as the Chief Compliance Officer (CCO) since 2019. Tom blends over 30 years of industry experience with his understanding of the role of a financial advisor as he oversees the company’s policies and procedures, maintaining the firm’s SEC compliance integrity. Additionally, he helps Cornerstone’s financial advisors navigate the ever-changing regulatory environment as they guide their clients toward financial clarity.

Tom graduated from the University of Kansas (Go Jayhawks!) and holds Series 7, 24 & 63 securities registrations through LPL Financial and Series 65 registration through Cornerstone Wealth Management, LLC.

Tom is a native St. Louisan and along with his wife, Mona, has two daughters, Caroline and Allyson, and a rescue dog named Olive. He is an avid runner and cyclist and raises money for charities though running/cycling events throughout the year.

As Cornerstone’s compliance analyst, Dave educates new advisors on LPL compliance policies and best practices for adhering to those policies. Additionally, Dave reviews and approves trades placed by advisors on a daily basis.

Dave received his undergraduate degree in journalism from the University of Illinois in 1982, and later earned his MBA at Washington University in St. Louis in 1987. After working in product management for General Mills and Vlasic Foods, Dave began his financial career in the life insurance industry in 1990.

In 1996, Dave became a Financial Advisor for Edward Jones and moved his financial practice to Cornerstone in 2009. He takes a collaborative approach to working with advisors on trade reviews and compliance needs.

Dave has been married since 1989 to his wonderful wife, Libbie. Together they have two great kids, Abbie and Sam, and one spoiled puppy, Patch.

Mark initially joined Cornerstone as a financial advisor in 2012, later becoming part of the compliance team in 2022. He works directly with advisors to ensure they are well-informed and fully compliant with the latest rules and regulations. Mark also performs required regulatory reporting for Cornerstone.

Mark earned his degree at Truman State University in Finance, with a minor in Economics. He holds Series 7 and Series 24 registration through LPL Financial, Series 66 registration through both LPL Financial and Cornerstone Wealth Management as well as Life, Health, Long Term Care, and Disability Insurance licenses. Mark is an Investment Advisor Representative of Cornerstone Wealth Management LLC.

In his free time, Mark enjoys spending time with his twin son and daughter, as well as playing golf, running, and attending Cardinals games whenever possible.

As part of the Cornerstone compliance team, Kim is involved in operating policies and procedures, risk assessments, communications, RIA licensing, and regulations.

Kim has been in the financial industry since 2010. Prior to joining Cornerstone in 2012, she worked in operations with Wells Fargo Advisors.

Kim and her husband Dustin have three children, Lucas, Tyler, and Kylie.