Cornerstone Advisory Group

Cornerstone Advisory Group Cornerstone Advisory Group Our approach is holistic and disciplined, built around the unique goals and values of every client we serve.

At Cornerstone Advisory Group, we believe wealth management is about more than markets — it’s about stewardship, structure, and the relationships that give purpose to planning. Our firm has been shaped over four generations of advisors, blending the personal connection of a local practice with the full resources of LPL Financial, the nation’s largest independent broker-dealer. We integrate investm

ent management, retirement planning, tax coordination, risk management, and estate design into cohesive strategies that evolve through each stage of life. What distinguishes Cornerstone is not only our experience, but our philosophy of partnership. We work closely with our clients — helping them define their goals, stay focused on what matters most, and maintain the clarity and confidence to navigate change over time. Our team’s commitment extends beyond financial outcomes. We believe that understanding your broader financial picture — where you are, where you want to go, and what drives those decisions — is essential to lasting success. Through education, structure, and steady guidance, we help clients turn their hard work into enduring rewards for themselves and the generations that follow. Our Team

Matthew Prok - CERTIFIED FINANCIAL PLANNER™
Daniel Smith - CERTIFIED FINANCIAL PLANNER™
Michelle Prok - LPL FINANCIAL ADVISOR
Becky Blowers - Operations Manager
Eric Hostetter - Client Service Associate
Margaret Wells - Administrative Assistant

Securities offered through LPL Financial, Member FINRA/SIPC
www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please
visit www.cornerstone-advisory.com

11/06/2025

LPL Research analyzes the balance between the AI theme’s potential and risks for investors.

01/05/2024

LPL Research explores the best and worst-performing S&P 500 sectors of 2023 and the likelihood for a convergence in performance this year.

12/22/2023

LPL Research explores the Santa Claus Rally seasonal period and how it correlates with future equity market performance.

12/15/2023

Friday, December 15, 2023

12/08/2023

Friday, December 8, 2023

11/10/2023

Friday, November 10, 2023

10/27/2023

Friday, October 27, 2023

10/20/2023

Friday, October 20, 2023

10/13/2023

Friday, October 13, 2023

09/29/2023

Friday, September 29, 2023

08/18/2023

Friday, August 18, 2023

Address

200 Park Point Drive
Rochester, NY
14623

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Website

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