Stonebridge Financial Group, LLC

Bradley Sanders is a CFP® professional with 19 years of experience in financial advising. He is currently with Stonebridge Financial Group, LLC and previously worked at Triad Advisors and Wells Fargo Advisors. Sanders serves on the boards of Hospice of Central PA/Choices Healthcare and Bishop McDevitt High School, and participates in fundraising and volunteer efforts for Open Stage, a regional professional theatre and educational program. 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, implementing strategies primarily through accounts custodied at Charles Schwab.

Cody Gehman is a financial advisor with Stonebridge Financial Group, LLC and holds a Series 66 designation. He has eight years of industry experience, including positions at Triad Advisors and Wells Fargo Advisors. Gehman serves as Treasurer of Girls on the Run Mid State PA, a nonprofit focused on youth development. 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, incorporating diverse strategies and custodial services primarily through Charles Schwab.

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 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 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 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.

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 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 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 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.

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 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 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 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 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.