Stonebridge Financial Planning Group, LLC

Allison Young is a CFP® and holds a Series 63 license with two years of industry experience. She is currently part of the five-advisor team at Stonebridge Financial Planning Group, LLC in Orlando, FL. Prior to her work at Stonebridge, Allison gained experience at Commonwealth Financial Network. Stonebridge Financial Planning Group serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines discretionary asset management with financial planning using model portfolios and a mix of investment strategies tailored to client objectives.

Cole Thomas is a CFP® and Series 66-designated financial advisor with three years of industry experience. He is currently with Stonebridge Financial Planning Group, LLC in Orlando, FL, where he works as part of a five-advisor team. His prior experience includes roles at Commonwealth Financial Network, Triad Advisors LLC, and Cru. Stonebridge Financial Planning Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporations. The firm provides financial planning, portfolio management, retirement plan consulting, and other advisory services, using a combination of discretionary asset management, model portfolios, and tailored investment strategies.

Dawn Little is a financial advisor with Stonebridge Financial Planning Group, LLC in Orlando, FL. She holds a Series 66 designation and has been with Stonebridge since 2023. Prior to her advisory roles, she spent 24 years with Campus Crusade for Christ, International. Stonebridge Financial Planning Group serves individuals, pension and profit-sharing plans, charitable organizations, and corporations with financial planning, portfolio management, and retirement plan consulting. The firm employs a team approach and combines discretionary asset management with long-term and shorter-term investment strategies tailored to client objectives.

Rebecca Robey is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Stonebridge Financial Planning Group, LLC, where she has had multiple engagements since 2015. Prior to her current role, she was associated with Commonwealth Financial Network and Triad Advisors. Stonebridge Financial Planning Group serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing financial planning, portfolio management, and retirement plan consulting. The firm operates as a five-advisor team managing approximately $329.7 million in assets, employing a combination of discretionary asset management and financial planning with customized strategies tailored to client objectives.

Catherine Hyder is a CFP® with 16 years of experience in the financial services industry. She currently works at Stonebridge Financial Planning Group, LLC and has held previous roles at Commonwealth Financial Network, Triad Advisors, and Triloma. Outside of her advisory work, she serves as a water polo coach and is involved with Orange County Public Schools. Stonebridge Financial Planning Group serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing financial planning, portfolio management, and retirement plan consulting. The firm operates as a five-advisor team managing approximately $329.7 million in assets, offering both discretionary asset management and specialized advisory services.