History of Cornerstone

Personal and professional growth

Values inspired by veterans

Cornerstone Study Group was inspired by “The Pinnacle Study Group,” an organization formed in 1995 for the purpose of bringing together some of the top business and personal financial planners from across the country to share their individual expertise. Cornerstone’s meeting format was inspired by Pinnacle’s, which has fostered an environment for learning for decades. By sharing a broad diversity of resources, perspectives and backgrounds these meetings provide room to expand the minds and lives of our members through lifelong trust and friendship.


“The key is to keep company with those who uplift you”

– Epictetus

Gaetano Sacco

Partner, Senior Financial Advisor – Fountainhead Advisors
Warren, NJ

CSG President

Member Since 2017

RIA: Fountainhead Capital Management

Jeff Hall

Partner, CFP®, AIF – Legacy Solutions, LLC
Kennett Square, PA

CSG Vice President

Founding Member

B/D Affiliation: Lincoln Investment

Duncan Wilson

Partner, Financial Planner, J.D. – Sterling Financial Group
Matthews, NC

CSG Secretary

Founding Member

B/D Affiliation: Commonwealth

Matthew Glova

Partner, CFP®, Wealth Consultant – Lifetime Asset Management
Raleigh, NC

CSG Treasurer

Founding Member

B/D Affiliation: Commonwealth

Lee Demma

Vice President, Senior Financial Advisor – Wilmington Advisors M&T.
Columbia, MD

CSG Recruitment Chair

Member since 2018

B/D Affiliation: LPL Financial

Craig Howard

Partner/Owner, CFP®, AAMS®, AIF® – CFH Financial Services, Inc.
Memphis, TN

Founding Member

B/D Affiliation: Valmark Securities

Miguel Ortigao

CFP® – Aksala Wealth Advisors
Tampa, FL

Member Since 2017

B/D Affiliation: Avantax

Ben Zajac

Partner, CFP®, CIMA – Zajac Group
Exton, PA

Founding Member

B/D Affiliation: Commonwealth

Cory Davis

VP/Partne – IMZ Financial Services
Boca Raton, FL

Founding Member

RIA: IMZ Financial Services

Ben Wuerffel

Partner, CFP®, AIF®, President – Capital Analysts of Jacksonville
Jacksonville, FL

Founding Member

B/D Affiliation: Lincoln Investment

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