The Cornerstone Team Cornerstone Financial Advisors, LLC Matthew Porter, CFP®, AIF® Financial Advisor 208-529-6643 208-529-9820 David Schofield, RFC® Employee Benefit Specialist, Financial Advisor 208-529-6643 208-529-9820 Doug Woolley Financial Advisor 208-529-6643 208-529-9820 Lori Lawrence Director of Client Services 208-529-6643 208-529-9820 Barbara Delimont, FPQP™ Retirement Plan Administrator 208-529-6643 208-529-9820 Alaina Sweet Director of Operations (208) 529-6643 (208) 529-9820 Alli Whittle Client Service Associate 208-529-6643 208-529-9820 Cornerstone Tax Services, LLC Nyle Taylor, CPA Certified Pubic Accountant 208-233-5000 208-233-5010 Brigit Christensen, MBA, CPA Director of Accounting 208-233-5000 208-233-5010 Trevor Simonson, EA Staff Accountant 208-233-5000 Nyssa Bradley, MTax, EA Staff Accountant (208) 233-5000 Diana Ricks Client Service Associate 208-233-5000 208-233-5010 Erika Dye Bookkeeping Specialist 208-233-5000 208-233-5010 Strategic Resources Paul Ewing Chief Executive Officer, Prosperity Advisors Scott Sirois Director of Information Technology, Prosperity Network of Advisors, LLC Glenda Christopherson Chief Operations Officer, Prosperity Advisors, Prosperity Network of Advisors, LLC Angela Brill, CFP®, AIF®, CDFA™, MBA President/Partner, Prosperity Advisors Julie Hendricks Senior Attorney, Advanced Planning Group, Cetera Advisors, LLC Stan Smiley Senior Vice President, Advanced Planning Group, Cetera Advisors, LLC Brett R. Jergens CFA, CFP®, CPA Chief Investment Officer, Prosperity Advisors