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Bradley S

CFP®, Series 66, Series 63

Wormleysburg, PA

Stonebridge Financial Group, LLC

Bradley Sanders is a CFP® with 19 years of experience in the financial services industry. He is currently with Stonebridge Financial Group, LLC and has previously worked at Triad Advisors, Wells Fargo Advisors, and Econ Wealth Management LLC. Outside of his advisory role, Sanders serves on the board of a regional professional theatre, Open Stage, and is a board member at Bishop McDevitt High School. He also participates in the marketing and investment committees for Hospice of Central PA. 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 customizes investment strategies based on client objectives and utilizes a range of approaches including asset allocation, dollar-cost averaging, and options trading.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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 a Series 66 designation and has previously worked at Triad Advisors and Wells Fargo Advisors. Outside of advising, he serves as the treasurer for Girls on the Run Mid State PA, a nonprofit organization focused on empowering girls. 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 variety of investment strategies tailored to client objectives and risk tolerances and offers specialized retirement-plan consulting and affiliations with related businesses.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel M

Series 66

Wormleysburg, PA

Stonebridge Financial Group, LLC

Daniel Mc Garvey is a financial advisor at Stonebridge Financial Group, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Triad Advisors and Triad Hybrid Solutions prior to joining Stonebridge in 2024. 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 including discretionary portfolio management, retirement-plan consulting, and utilizes various techniques such as asset allocation, technical analysis, and options trading to meet client objectives.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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 four years of industry experience. His prior work includes roles at Triad Advisors, Ameriprise, and Conrad Siegel Actuaries. He serves as a board member on the Governance committee of the Beacon Clinic for Health and Hope, a non-profit providing health care to underinsured individuals. 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 tailored investment approach incorporating asset allocation, technical analysis, and various portfolio management strategies, with accounts primarily custodied at Charles Schwab.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Samantha Z

Series 65

Wormleysburg, PA

Stonebridge Financial Group, LLC

Samantha Zimmerman is a financial advisor with Stonebridge Financial Group, LLC in Wormleysburg, PA, holding a Series 65 designation and four years of industry experience. Prior to joining Stonebridge, she worked at J.W. Cole Advisors, Inc. and Regal Wealth Advisors. Outside of her advisory role, she provides notary public services on an occasional basis. Stonebridge Financial Group offers investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm uses a range of strategies including asset allocation and technical analysis, and provides specialized retirement-plan consulting alongside discretionary and non-discretionary portfolio management.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeremy R

CFP®, Series 66

Wormleysburg, PA

Stonebridge Financial Group, LLC

Jeremy Rivers is a financial advisor with Stonebridge Financial Group, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at Triad Advisors, Merrill, and Lincoln Financial Advisors Corporation. Rivers serves on the boards of several nonprofit organizations, including the Helen O. Krause Animal Foundation and West Shore Young Professionals. 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, portfolio management, and retirement-plan consulting, with a formal practice focused on discretionary services and cash balance plans.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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 14 years of industry experience. He has worked previously at Triad Advisors, WhiteCliff Wealth Management, and BCG Securities. In addition to his advisory role, Seiden is the founder and CEO of Strongbox Networks LLC, a technology company focused on 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 investment advice using various strategies and maintains a notable retirement-plan consulting practice.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nicole T

Series 65

Wormleysburg, PA

Stonebridge Financial Group, LLC

Nicole Tyminski 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 Triad Hybrid Solutions, Triad Advisors, Murray, M&T Bank, and Fulton 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 offers tailored portfolio management, retirement-plan consulting, and strategies implemented primarily through accounts custodied at Charles Schwab.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Isabel G

Series 65

Wormleysburg, PA

Stonebridge Financial Group, LLC

Isabel Gleason is a financial advisor at Stonebridge Financial Group, LLC with two years of industry experience. She holds the Series 65 designation and has previously worked at AssuredPartners Investment Advisors and Mid Penn Bank. In addition to her advisory role, she is licensed as an insurance agent. 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 various strategies implemented primarily through accounts custodied at Charles Schwab.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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