Get to Know Us

Matt Schellman is an independent advisor, but he doesn’t work alone. We have the support of LPL Financial, a national company that service independent advisors, and Cornerstone Wealth Management, a firm of more than 90 advisors across the country. Find out more about our team and how our affiliation with these two companies can benefit our clients.

Advisory Team

Operations Team

Compliance Team

We are part of Cornerstone Wealth Management, a nationwide community of independent advisors whose mission is to guide successful families to financial confidence using comprehensive wealth strategies. These advisors 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.

The firm supports its advisors with a sharing of best practices, education, and shared resources, which allows the advisors to spend more time focused on their clients. For more information about Cornerstone Wealth Management, please visit

We are affiliated with LPL Financial, the nation’s leading independent broker-dealer,* which offers an integrated platform of technology, brokerage, and investment advisor services to more than 16,000 financial advisors and approximately 700 financial institutions. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

To learn more about LPL Financial, please visit

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.