Jonathan Guyton, CFP^®

Principal, Cornerstone Wealth Advisors, Inc.

With over 25 years of advisory experience, Jonathan Guyton, CFP® is founding principal of Cornerstone Wealth Advisors, Inc., a holistic financial planning and comprehensive wealth management firm in Minneapolis serving 200 families with $160 million in financial assets. Jonathan is a nationally sought-after speaker and award-winning thought leader in the asset distribution, wealth management and retirement income generation field. He has been featured in numerous interviews with both the Wall Street Journal and New York Times, American Association of Individual Investors, Money and Minnesota Public Radio. He has been quoted in multiple articles for the following publications: USA Today, Forbes, Business Week, Research magazine, Financial Planning, Financial Advisor, Bloomberg's Wealth Manager and Kiplinger’s Personal Finance; many of which can be viewed on the Publications page of his firm’s website: www.cornerstonewealthadvisors.com His contributions within the financial planning profession include:

• 2004 winner of the Journal of Financial Planning (JFP) Call for Papers competition; his paper, “Decision Rules and Portfolio Management for Retirees: Is the ‘Safe’ Initial Withdrawal Rate Too Safe?” published in its October 2004 issue, was the first in-depth research to analyze the impact of a dynamic distribution strategy on Safe Withdrawal Rates
• Co-author, “Decision Rules and Maximum Initial Withdrawal Rates” in the March 2006 JFP, which formulated the withdrawal policies that are now a cornerstone of strategic distribution planning at some of the largest independent wealth management firms in the country
• Retirement Planning Columnist, Journal of Financial Planning (2010 – Present)
• National Board of Directors, Financial Planning Association (FPA) (1999 – 2002)
• Dean and Mentor, FPA Residency for New CFP® Practitioners (2003 – Present)
• Program Committee: 2004 FPA Convention; 2006 FPA Retreat; 2007 FPA Retreat
• Dean, CFP Masters’ Retreat (1999)
• “Mover and Shaker” by Financial Planning magazine (2007)