About Cornerstone Financial: Trusted Advisors for Generations

^{Meet The Team}
The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Jerry Rex

President

Bryan Rex

Vice President of Planning

Adam Rex

Vice President of Risk Management

J. Scott Komarnicki

Investment Advisor

Jon Woods

Emerging Wealth Advisor

Marti Smith

Paraplanner

Deanna Russell

Client Service Associate

Nikki Long

Client Service Associate

Liat VonEgloffstein

Director of Operations

Associated Representatives

Nathan Kosman

OSJ Principal

(513) 232-6500

(513) 624-3124

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Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan

Meet The TeamThe Professionals Behind Your Strategy

Associated Representatives

Get StartedReady to Take the Next Step?

^{Meet The Team}
The Professionals Behind Your Strategy

^{Get Started}
Ready to Take the Next Step?