Stonebridge Financial Group

Charlotte Sloan is a financial advisor with Stonebridge Financial Group in San Rafael, CA. She holds the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. Prior to joining Stonebridge Financial Group in 2026, she spent over two decades with Equitable Advisors and Axa Advisors. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm uses a broad range of securities and investment strategies, including quantitative and qualitative analysis, modern portfolio theory, and may recommend third-party independent managers through program platforms.

Mitchell Bortolotto is a financial advisor at Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Equitable Advisors and Axa-Advisors, LLC. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, employer plan sponsors, broker-dealer customers, and other business entities. The firm constructs portfolios using a wide range of securities and investment strategies, including discretionary portfolio management and retirement plan consulting.

Christopher Worthington is a financial advisor with Stonebridge Financial Group in San Rafael, CA. He holds a Series 66 designation and has nine years of industry experience, including roles at Equitable Advisors and Axa-Advisors. Outside of his advisory work, Worthington is a part owner of a multifamily real estate building. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm uses a diverse range of securities and investment strategies, combining quantitative and qualitative analysis to construct portfolios tailored to client needs.

Roberta Bechtel is a financial advisor at Stonebridge Financial Group with 18 years of industry experience. She holds the Series 66 designation and previously worked at Blair Martin, Equitable Advisors, and Great West Life & Annuity Insurance Company. Outside of her advisory role, she is a trustee of a personal trust and owns an Airbnb property in San Francisco. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and employer plan sponsors. The firm employs a range of investment strategies and securities, including discretionary portfolio management and retirement plan consulting, and may recommend third-party independent managers through program platforms.

Nicholas Imbimbo is a financial advisor at Stonebridge Financial Group with 11 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is a partial owner of Imbimbo Family Winery, involved in wine sales and production. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and plan sponsors. The firm uses a range of investment strategies and securities, including discretionary portfolio management and third-party manager recommendations.

James White is a financial advisor at Stonebridge Financial Group with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and Axa Advisors. White serves as Treasurer and has held the position of President for the SunnyVale Sunrise Rotary. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm constructs portfolios using a variety of securities and investment strategies, including quantitative and qualitative analysis, and may recommend third-party independent managers.

Blair Martin is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation and 23 years of industry experience. Prior to joining Stonebridge in 2026, he spent 17 years at Equitable Advisors and 11 years at Axa Advisors. Outside of his advisory work, Martin is a partner at Toby Lane Vineyards, a business involved in the production and sale of wine. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm employs a diverse investment approach that includes discretionary portfolio management and uses a wide range of securities and analytical methods to construct portfolios.

Kyle Daniels is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 credential and seven years of industry experience. Prior to joining Stonebridge, he worked at Equitable Advisors and Axa-Advisors. He serves on the board of the Autism Society San Francisco Bay Area and is a co-trustee for his brother’s special needs trust. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm uses a variety of securities and analytical methods to build portfolios and may recommend third-party independent managers through program platforms.

Kyle Singleton is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa-Advisors, and State Street Corp. He also serves as a durable power of attorney for an immediate family trust. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm constructs portfolios using a range of securities and employs various analytical methods, offering discretionary portfolio management and retirement plan consulting.

Julian Goodman is a financial advisor at Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors, Blair Martin Financial Professional, Beacon Pointe Advisors, and Ameriprise Financial Services. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm employs a variety of securities and investment strategies, including discretionary portfolio management and third-party independent manager recommendations.

Nico Russo is a financial advisor at Stonebridge Financial Group with seven years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm uses a diverse range of securities and investment strategies, including quantitative and qualitative analysis, to construct portfolios tailored to client needs.

Marcus Nilsson is a financial advisor at Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Equitable Advisors and Alders Financial Solutions. Stonebridge Financial Group offers wealth management, financial consulting, and retirement plan advisory services to a diverse client base including individuals, families, business owners, and employer plan sponsors. The firm employs a range of investment strategies and securities, incorporating both quantitative and qualitative analyses in portfolio construction.

Michael Worthington is a financial advisor with Stonebridge Financial Group in San Rafael, CA. He holds a Series 66 designation and has nine years of industry experience, including ten years at Equitable Advisors and four years at Axa-Advisors. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, employer plan sponsors, and other entities. The firm constructs portfolios using a broad range of securities and employs various analytical methods, offering both long- and short-term strategies tailored to client needs.

Michael Garrigan is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors. Outside of his advisory role, he is involved in real estate investing through ownership and management of several properties. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm employs a diversified investment approach using various securities and strategies, including quantitative and qualitative analysis, and may recommend third-party independent managers.