Cornerstone Unplugged Podcast

Kevin Karpuk is the Chief Investment Officer (CIO) at Cornerstone Advisors Asset Management, a financial consulting firm. He is involved with Cornerstone's Investment Policy and Strategic Planning Committee, specializing in asset allocation studies and client relationship management. Having led the responsibility for Cornerstone's fixed income and alternative investments, Kevin also manages client...

Pasquale Cardone II is the Founder and CIO of PC2 Capital, a private investment firm that invests across both fixed-income and equity securities in the commercial real estate sector. With over 20 years of experience in the financial industry, he's worked as a commercial mortgage-backed security (CMBS) trader completing over $10 billion in transactions in less than four years at Citigroup Global Ma...

Avery Coleman is an Investment Analyst at Cornerstone Advisors Asset Management, LLC. His duties include manager due diligence, performance reporting, portfolio management, and asset allocation. In 2015, Avery graduated from the Shippensburg University of Pennsylvania with a bachelor's degree in business administration. Angela Oste is the Director of Planned Giving at Cornerstone Advisors Asset Ma...

Ryan Wood is the Principal and Senior Investment Analyst at Cornerstone Independent Asset Management. Since joining the firm in 2002, he has become a member of Cornerstone's Lead Team and the Investment Policy and Strategic Planning Committees. Ryan holds the Chartered Financial Analyst (CFA) designation.  In this episode… Where and when you invest your money can feel like a gamble. Researching th...

Sara Lakatosh is a committee chair member of Good Shepherd Rehabilitation Hospital's Gala in the Garden, a fundraising event for pediatric rehabilitation care. She is the Co-owner of Full Circle Training Family Fitness, LLC (FCTfit), providing a positive environment for people of all physical and athletic abilities. Sara resides in Allentown, PA, where she taught for nearly a decade. She graduated...

Amy Cavaliere is an Experienced Tax Paraprofessional at BDO USA, LLP. She is a certified CPR and AED instructor, an advocate for the American Heart Association, and was chosen to be an ambassador for the American Heart Association's Go Red for Women campaign in 2022. Amy served as a Member of the Executive Leadership Team for the Richie Ashburn Home Runs for Heart and an Executive Challenge Member...

Malcolm "Skip" L. Cowen II is the President and Co-founder of Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, Inc. He has over 35 years of industry experience designing, implementing, and monitoring portfolios. He is the Chair of Cornerstone's Investment Policy Committee, holds a position on Gettysburg College's Board of Trustees, is an active member of several...

Mick Kelly is the Founder and CEO of GIY, a global community helping people grow their own food and creating a sustainable, waste-free future. Founded in 2008, GIY educates communities and schools about the benefits of growing their food. Mick is the Producer of "Grow Cook Eat," a TV series available on Amazon Prime, and the author of The GIY Diaries: A Year of Growing and Cooking . He was the 201...

Maureen Wendling is the Executive Director at Shanthi Project, an education nonprofit providing evidence-based mindfulness services to more than 4,000 children and adults annually across the Greater Lehigh Valley in Pennsylvania. Her background in government relations and higher education has helped her become an experienced leader in Lehigh Valley's nonprofit sector, and she has helped develop an...

Katelyn Mack is the President and COO of Lehigh Valley Inter-Regional Networking & Connecting Consortium (LINC), a nonprofit organization in Lehigh Valley, Pennsylvania, that partners with employers to support employees moving to the area and provides resources for fostering more inclusive workplaces and communities. She is the Founder and CEO of Accelerate Impact, LLC, a consulting business that...

Dzenan Berberovic is the Chief Philanthropy Officer at Avera Health, an integrated health system located in Sioux Falls, South Dakota, and the surrounding areas. As a health ministry rooted in the Gospel, Avera's mission is to positively impact the lives and health of persons and communities by providing quality services guided by Christian values. Prior to his time with Avera Health, Dzenan was t...

Working with the Arbor Insurance Group since 2010, Justin Beidleman serves as an Agency Principal and Risk Advisor. He works closely with contractors and construction-related companies, focusing heavily on commercial real estate and restaurants. His mission is to provide his client with the peace of mind that their assets are fully protected.  Justin was voted Best Insurance Agent in 2015 and 2016...

Erika Riddle Petrozelli is the President and Chief Executive Officer of the Lehigh Valley Community Foundation, which helps donors with their charitable contributions using a simple, powerful, and highly personalized approach. Joining the Foundation in 2014 as Director of Donor Services, she focused on maintaining and expanding philanthropic relationships of the Foundation and was named the CEO in...

Ryan Flickinger is the Executive Director of GCSAA Foundation, a philanthropic organization of GCSAA. He has over fifteen years of fundraising strategy and management consultant experience and was the CEO for over a decade with the Pi Kappa Alpha Foundation. He was previously the Director of Development and Campaigns for OmegaFi, and the Campaign Manager for Omega Financial, Inc.  Ryan graduated f...

Kevin Karpuk is the Chief Investment Officer (CIO) at Cornerstone Advisors Asset Management, a financial consulting firm. He is involved with Cornerstone's Investment Policy and Strategic Planning Committee, specializing in asset allocation studies and client relationship management. Having led the responsibility for Cornerstone's fixed income and alternative investments, Kevin also manages client...

Rich Newell is the President and CEO of Tower Health's Pottstown and Phoenixville Hospitals, which are part of the three-hospital system in Southern Pennsylvania. Before his time with Tower Health, Rich spent five years at Carlisle Medical Center, where he took on the leadership role as the CEO in 2013. He graduated from Berry College with a degree in business administration and management, from T...

Luke Fedlam is a Partner at Porter Wright Morris and Arthur LLP, where he leads the Sports Law Practice Group. He places great value on guiding and educating athletes to make informed decisions at any phase of their careers. Working with the athlete's team of advisors, Luke provides the essential, objective, thorough, and balanced counsel necessary to help leverage opportunities. With nearly two d...

Terence Farrell is the President of For Real Solutions LLC, an IT consulting company specializing in agile consultancy, agile software development, IT infrastructure hosting, and operations and management support. He served the county of Chester, Pennsylvania for over 21 years — first as the Recorder of Deeds for eight years and then as the Commissioner for 12. Terence is a graduate of Carleton Co...

Angie Mills is a Senior Benefits Analyst at Creighton University. She is an experienced benefits manager with a history of working in higher education and in the corporate world for companies like Ultimate Software, Lindsay Corporation, Vertrue, Sitel, and Baker's Supermarkets. Angie has the experience and a solid human resources background. She has a bachelor's degree from Bellevue University wit...

Jennifer Bauder is the Principal and Director of Retirement Planning at Cornerstone Advisors Asset Management LLC. She has over 25 years of experience in the financial services industry and began as an advisor for Prudential. Jennifer has worked for retirement services firms and a life insurance company before working with Cornerstone. In this episode… How do you ensure you're funding the right am...

Anthony "Sonny" Beltrami is an Associate Attorney at Fitzpatrick, Lentz, and Bubba, a full-service law firm in Allentown, Pennsylvania. His focus is primarily on estate planning, administration of estates and trusts, taxation, fiduciary and beneficiary representation, and business succession planning. He graduated from Moravian University with a Bachelor of Business Administration and from the Dre...

Nick Bertram is the President of The GIANT Company, a leading food retailer. He has led the organization since 2018, but his love of retail began as a Customer Service and Training Supervisor at JC Penny. Before his current position, he was a Regional General Manager for Walmart, a Senior Vice President of Retail Operations for Jewel-Osco, and the Senior Vice President of Merchandising for Ahold D...

Stephen Link is the Director of Philanthropic Services at Cornerstone Advisors Asset Management, LLC, where he works with nonprofit organizations and individuals on their overall financial plans. He spent the last 30 years building solid financial foundations for higher education and healthcare. In 1985, Stephen began his career at Price Waterhouse and was the Senior Philanthropic Advisor for Geor...

Gene Barr is the President and CEO of the Pennsylvania Chamber of Business and Industry. He has over 40 years of experience in governmental and public affairs and business operations. He worked for BP America, Associated Petroleum Industries of PA, McNees Wallace & Nurick LLC, and was a local elected official in the Philadelphia area.  Gene is a graduate of St. Joseph's University with a degree in...

Jaden Tanaka is one of the owners at Overtime Rips. He's from Orange County, California. He, his father, and his friend have taken the sports cards collection industry by storm, and they're known as the "Breakers".  He has a large amount of follower on Instagram & TikTok. In this episode… You've probably heard about the rise in NFT's, cryptocurrency, and meme stocks. Another big thing now is sport...