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Allison Y

CFP®, Series 63

Orlando, FL

Stonebridge Financial Planning Group, LLC

Allison Young is a CFP® with three years of industry experience, currently serving at Stonebridge Financial Planning Group, LLC in Orlando, FL. Her career includes multiple roles within Stonebridge and Commonwealth Financial Network. Prior to her financial advisory career, she worked in the tourism and retail sectors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across diverse asset classes.

Retirement income strategy General estate planning guidance Divorce financial planning Women Professionals
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Cole T

CFP®, Series 66

Orlando, FL

Stonebridge Financial Planning Group, LLC

Cole Thomas is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Stonebridge Financial Planning Group, LLC, where he has worked since 2021, and has prior experience at Commonwealth Financial Network and Triad Advisors LLC. Outside of advisory work, he was employed by Cru for several years. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across various asset classes.

Retirement income strategy General estate planning guidance Divorce financial planning Women Professionals
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Dawn L

Series 66

Orlando, FL

Stonebridge Financial Planning Group, LLC

Dawn Little is a financial advisor with Stonebridge Financial Planning Group, LLC in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Stonebridge, she worked at Commonwealth Financial Network and spent over two decades with Campus Crusade for Christ, International. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm combines long-term and shorter-term investment strategies across a broad range of instruments and offers specialized services including divorce financial analysis and retirement-plan consulting.

Retirement income strategy General estate planning guidance Divorce financial planning Women Professionals
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Rebecca R

CFP®, Series 66

Orlando, FL

Stonebridge Financial Planning Group, LLC

Rebecca Robey is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Stonebridge Financial Planning Group, LLC, where she has worked in multiple periods since 2015. Prior to her current role, she was affiliated with Commonwealth Financial Network and Triad Advisors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies and offers services including comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis.

Retirement income strategy General estate planning guidance Divorce financial planning Women Professionals
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Catherine H

CFP®, Series 63, Series 65

Orlando, FL

Stonebridge Financial Planning Group, LLC

Catherine Hyder is a CFP® professional with 16 years of industry experience currently serving at Stonebridge Financial Planning Group, LLC. Her prior experience includes roles at Commonwealth Financial Network, Triad Advisors, and Triloma. Outside of her advisory duties, she has been involved in coaching water polo since 2006 and works with Orange County Public Schools. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies across a diverse range of instruments and offers specialized services such as retirement-plan consulting and divorce financial analysis.

Retirement income strategy General estate planning guidance Divorce financial planning Women Professionals
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