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Evan S

CFP®, Series 66

Harrisburg, PA

SevenBridge Financial Group, LLC

Evan Shiley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at SevenBridge Financial Group, LLC since 2025 and previously held roles at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, Shiley serves as an assistant offensive line coach for the Cedar Cliff High School football team. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, core-satellite investment approach incorporating fundamental, technical, cyclical, and behavioral analysis, with active options strategies and alternative investments for certain clients.

Options & derivatives strategies Private / alternative investments
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Charles E

Series 63, Series 65

Harrisburg, PA

SevenBridge Financial Group, LLC

Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with SevenBridge since 2015. Outside of his advisory role, he serves as a director for the Kenneth Bankert Foundation, where he reviews grants and visits organizations involved with the foundation. SevenBridge Financial Group provides discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, donor-advised fund management, and business consulting to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite portfolio construction with a long-term orientation, using various analytical methods and a range of investment vehicles to create customized client solutions.

Options & derivatives strategies Private / alternative investments
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Justin F

Series 65

Greenwood Village, CO

SevenBridge Financial Group, LLC

Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high net worth clients, trusts, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite portfolio construction with a long-term orientation and uses a range of analysis methods and investment vehicles to deliver customized client solutions.

Options & derivatives strategies Private / alternative investments
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