Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Bradley S
CFP®, Series 66, Series 63
Wormleysburg, PA
Stonebridge Financial Group, LLC
Bradley Sanders is a CFP® professional with 19 years of industry experience. He is currently with Stonebridge Financial Group, LLC and has previously worked at Triad Advisors and Wells Fargo Advisors. Sanders serves on the boards of a regional professional theatre and a Catholic high school and participates in committees for a nonprofit hospice organization. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers customized portfolio management and retirement-plan consulting, utilizing a range of strategies including asset allocation and options trading.
Cody G
Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Cody Gehman is a financial advisor at Stonebridge Financial Group, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Triad Advisors and Wells Fargo Advisors. Outside of his advisory role, Gehman serves as Treasurer on the board of Girls on the Run Mid State PA, a nonprofit focused on empowering girls through structured programs. Stonebridge Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs tailored investment strategies and offers a formal retirement-plan consulting practice, with affiliations in payroll/HR services and insurance.
Carly H
Series 63, Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Carly Hopkins is a financial advisor with Stonebridge Financial Group, LLC in Wormleysburg, PA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Triad Advisors. She also serves as a Notary Public in Pennsylvania. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs a tailored investment approach using asset allocation, technical analysis, and a variety of portfolio management strategies, with a formal retirement-plan consulting practice and affiliations with related service businesses.
Nathan B
CFP®, Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Nathan Bailey is a CFP® professional with 7 years of experience in the financial services industry. He is currently with Stonebridge Financial Group, LLC, where he has worked since 2026. His prior experience includes roles at Conrad Siegel Investment Advisors, Citizens Securities, Inc., Ameriprise Financial Services, Inc., and Massmutual, among others. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans, offering tailored portfolio management and retirement-plan consulting through a variety of strategies and account types.
Brian M
CFP®, Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Brian Mccarver is a CFP® with 28 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior roles include positions at Triad Advisors and Wells Fargo Advisors. He is involved with Veterans Outreach of Pennsylvania, assisting with fundraising efforts for a program supporting veterans experiencing homelessness. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored investment strategies and retirement-plan consulting, with a focus on discretionary and non-discretionary portfolio management.
Daniel M
CFA®, Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Daniel Mc Garvey is a CFA® charterholder with six years of industry experience. He is currently with Stonebridge Financial Group, LLC, where he serves as a senior portfolio analyst and advisor. His prior experience includes roles at Triad Advisors and Triad Hybrid Solutions. Stonebridge Financial Group, LLC provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs a range of strategies including asset allocation, technical analysis, and options trading, and offers a formal retirement-plan consulting practice alongside affiliations with payroll, HR, and insurance service providers.
Jacob F
CFP®, Series 63, Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Jacob Frey is a CFP® with 12 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior roles include positions at The Financial Advisory Group, LPL Financial, Citizens Bank, PNC, and The Vanguard Group. He is a board member of the Financial Planning Association of Central PA, involved in networking and financial education for certified financial planners. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm combines asset allocation, technical analysis, and a range of portfolio management strategies tailored to client objectives, with specialized retirement-plan consulting and affiliations that extend its service offerings.
Jonathan F
CFP®, CFA®, Series 63, Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Jonathan Freeman is a financial advisor with Stonebridge Financial Group, LLC, holding CFP® and CFA® designations and over 29 years of industry experience. His prior roles include positions at Triad Advisors and Wells Fargo Advisors. Freeman serves on the boards of several nonprofit organizations focused on breast cancer awareness, addiction recovery, and community services. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers customized portfolio management and retirement-plan consulting, utilizing a range of strategies implemented primarily through accounts custodied at Charles Schwab.
Kristopher K
CFP®, Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Kristopher Korzi is a CFP® professional with 11 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior roles include positions at Triad Advisors and Wells Fargo Advisors. He is also a board member and treasurer of Big Brothers Big Sisters of the Capital Region. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored investment advice and formal retirement-plan consulting, utilizing a range of portfolio management techniques and maintaining accounts primarily custodied at Charles Schwab.
Charles L
Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Charles La Porta IV is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at firms including Triad Advisors and Ameriprise, and serves on the Governance committee of Beacon Clinic for Health and Hope, a nonprofit providing healthcare to underserved populations. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs tailored investment strategies and offers retirement-plan consulting alongside discretionary and non-discretionary portfolio management.
Shari D
Series 63
Wormleysburg, PA
Stonebridge Financial Group, LLC
Shari Dietz is a financial advisor at Stonebridge Financial Group, LLC with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Triad Advisors, Triad Hybrid Solutions, and Wells Fargo Advisors. Stonebridge Financial Group, LLC provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers portfolio management and retirement-plan consulting tailored to clients’ objectives and risk tolerances using various investment strategies.
Aedan W
Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Aedan Wilkinson is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked at several firms including Triad Advisors and Private Client Services, and is also the owner of Wilkinson Wedding Rentals & Decor, a local event decor and rental business serving Central Pennsylvania. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm utilizes tailored investment strategies including asset allocation and technical analysis, and offers specialized retirement-plan consulting and other financial services.
Samantha Z
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Samantha Zimmerman is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at J.W. Cole Advisors, Inc. and Regal Wealth Advisors. Outside of her advisory role, she occasionally provides notary public services on a volunteer basis without charging fees. Stonebridge Financial Group offers investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs a range of strategies including asset allocation, dollar-cost averaging, and technical analysis to tailor portfolios to clients’ objectives and risk tolerances.
Jeremy R
CFP®, Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Jeremy Rivers is a CFP® professional with 12 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior roles include positions at Triad Advisors, Merrill, and Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Helen O. Krause Animal Foundation and Habitat for Humanity of Greater Harrisburg. Stonebridge Financial Group, LLC provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers a range of portfolio management and retirement-plan consulting services, tailoring investment advice through asset allocation and technical analysis, with accounts primarily custodied at Charles Schwab.
Jacob K
Series 63, Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Jacob Keeports is a financial advisor at Stonebridge Financial Group, LLC in Wormleysburg, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Michael Robustelli. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm customizes investment strategies using various approaches, including asset allocation and technical analysis, and offers specialized retirement-plan consulting services.
Todd B
Series 63, Series 66
Lancaster, PA
Stonebridge Financial Group, LLC
Todd Bogda is a financial advisor at Stonebridge Financial Group, LLC in Lancaster, PA, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Triad Advisors. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm emphasizes tailored investment advice using various strategies and offers portfolio management, retirement-plan consulting, and other services.
Lonn L
Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Lonn Lebo is a financial advisor at Stonebridge Financial Group, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Triad Advisors, and MassMutual. Stonebridge Financial Group, LLC provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored portfolio management and retirement-plan consulting, implementing strategies through accounts custodied primarily at Charles Schwab.
Robert S
Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Robert Seiden is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at firms such as Triad Advisors, WhiteCliff Wealth Management, Merrill, and Morgan Stanley. Outside of his advisory duties, he is the founder and CEO of Strongbox Networks LLC, a technology company developing software to assist underwriters in reducing unclaimed beneficiary funds. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored portfolio management and retirement-plan consulting, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, primarily through accounts custodied at Charles Schwab.
Daniel N
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Daniel Newell is a financial advisor with Stonebridge Financial Group, LLC and holds a Series 65 designation. He has two years of industry experience and has worked previously at Paycor, Inc. and Paychex, Inc. Outside of his advisory role, Newell is involved in Stonebridge HR Solutions, where he participates in sales related to payroll software. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs various investment strategies tailored to client objectives and risk tolerances and offers specialized retirement-plan consulting services.
Parker M
Series 66
Lancaster, PA
Stonebridge Financial Group, LLC
Parker Marsh is a financial advisor with Stonebridge Financial Group, LLC in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, J.W. Cole Advisors, and Triad Advisors. Marsh serves as a board member and finance committee participant for Lancaster County Field of Hope, a nonprofit supporting families facing severe or terminal illness. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers portfolio management, retirement-plan consulting, and tailored investment strategies implemented primarily through Charles Schwab custody accounts.
Nicole T
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Nicole Tyminski is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 65 designation and three years of industry experience. Her prior work includes roles at Triad Hybrid Solutions, Triad Advisors, Murray, and M&T Bank. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs tailored investment strategies based on clients' objectives and risk tolerances, offering portfolio management, retirement-plan consulting, and other financial services.
Noah L
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Noah Leftridge is a financial advisor at Stonebridge Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked with Collective Family Office, LLC and Eisenhart & Co. CPAs. In addition to his advisory role, he is a client service associate at emc CPAs, LLC, a public accounting firm specializing in income tax preparation. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm customizes investment strategies based on client objectives and risk tolerance, offering a range of portfolio management and retirement-plan consulting services.
Isabel G
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Isabel Gleason is a financial advisor at Stonebridge Financial Group, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at AssuredPartners Investment Advisors and Mid Penn Bank. Gleason also maintains a role as a licensed insurance agent. Stonebridge Financial Group, LLC provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers customized portfolio management and retirement-plan consulting, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis.
Lindsay G
Series 63, Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Lindsay Griesemer is a financial advisor at Stonebridge Financial Group, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Services and LPL Financial. Outside of her advisory role, she volunteers with the Ronald McDonald House of Central PA, participating on committees related to special events and endowment activities. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored investment solutions using various strategies and provides retirement-plan consulting alongside its portfolio management services.
Jeffrey K
Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Jeffrey Kline is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonebridge, he worked at Triad Advisors and Wells Fargo Advisors. He serves as the Pennsylvania DeMolay Treasurer, overseeing the investment account for this youth fraternity. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm offers discretionary and non-discretionary portfolio management, retirement-plan consulting, and employs a tailored investment approach that includes asset allocation, technical analysis, and options trading.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters