Stonebridge Financial Group, LLC

Bradley Sanders is a CFP® professional with 18 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His career includes roles at Triad Advisors and Econ Wealth Management LLC. Outside of his advisory work, he serves on the boards of Hospice of Central PA/Choices Healthcare and Bishop McDevitt High School, and he is involved with 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, emphasizing asset allocation, regular account reviews, and specialized retirement solutions.

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 Financial Network. Gehman serves as Treasurer on the board of 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 offers tailored advice using various strategies and conducts regular account reviews, with a range of services including portfolio management and specialized retirement plan consulting.

Carly Hopkins is a financial advisor at Stonebridge Financial Group, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Triad Advisors. Outside of advising, she 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 customizes advice based on clients’ objectives and risk tolerances, offering portfolio management, financial planning, and specialized retirement plan services.

Brian McCarver is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stonebridge Financial Group, LLC. His prior roles include positions at Triad Advisors and Wells Fargo Advisors Financial Network. Outside of his advisory work, he participates in Veterans Outreach of Pennsylvania, assisting with fundraising efforts for housing and services for 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 portfolio management and retirement plan consulting, using a mix of long- and short-term strategies and conducting regular account reviews.

Daniel Mc Garvey is a financial advisor at Stonebridge Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors and Triad Hybrid Solutions. 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, utilizing a range of strategies and conducting regular account reviews.

Jacob Frey is a CFP® professional with 11 years of industry experience, currently serving at Stonebridge Financial Group, LLC. He has previously worked at The Financial Advisory Group, LPL Financial LLC, Citizens Bank, PNC, and The Vanguard Group, Inc. Frey is a board member of the Financial Planning Association of Central PA, where he is 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 offers tailored portfolio management and retirement plan consulting, emphasizing asset allocation, regular account reviews, and specialized retirement and cash balance plan services.

Jonathan Freeman is a CFP® and CFA® with 28 years of experience in the financial services industry. He is currently with Stonebridge Financial Group, LLC, where he has worked since 2024, following prior roles at Triad Advisors and Wells Fargo Advisors Financial Network. Freeman serves on the board of the Feel Your Boobies Foundation, a nonprofit focused on breast cancer awareness, and is involved with several other nonprofit organizations including Jewish Family Service and M28 Ministry. 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, combining asset allocation and both long- and short-term strategies with regular account reviews.

Kristopher Korzi is a CFP® professional with 10 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior experience includes roles at Triad Advisors and Wells Fargo Advisors Financial Network. He is a board member and treasurer of Big Brothers Big Sisters of the Capital Region, a nonprofit focused on youth mentoring. 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 advice through portfolio management, financial planning, and specialized retirement plan consulting.

Charles La Porta is a financial advisor at Stonebridge Financial Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, AMERIPRISE FINANCIAL SERVICES, LLC, and other firms. La Porta serves on the Governance committee of Beacon Clinic for Health and Hope, a nonprofit providing health care to underserved individuals. 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, combining various strategies and conducting regular account reviews.

Shari Dietz is a financial advisor at Stonebridge Financial Group, LLC with 26 years of industry experience. She holds the Series 63 designation and has previously worked at Triad Advisors, Triad Hybrid Solutions, and Wells Fargo Advisors Financial Network. 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 advice based on clients’ objectives and risk tolerances, using a variety of investment strategies and conducts regular account reviews.

Aedan Wilkinson is a financial advisor at Stonebridge Financial Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors and Private Client Services. Outside of finance, he owns Wilkinson Wedding Rentals & Decor, a local event 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 customizes advice based on client objectives and risk tolerance, offering portfolio management, retirement plan consulting, and regular account reviews.

Samantha Zimmerman is a financial advisor at Stonebridge Financial Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and Regal Wealth Advisors. Outside of her advisory role, she provides notary public services on an occasional basis without charge. Stonebridge Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm customizes advice based on clients’ objectives and risk tolerances, employing a range of strategies and conducting regular account reviews.

Jeremy Rivers is a CFP® professional with 11 years of industry experience, currently serving with Stonebridge Financial Group, LLC. His career includes roles at Triad Advisors, Merrill Lynch, and Lincoln Financial Advisors. Rivers is involved in several nonprofit organizations, including serving on the boards of the Helen O. Krause Animal Foundation and West Shore Young Professionals. 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 advice through a variety of strategies and conducts regular account reviews, with services that include retirement plan consulting and discretionary portfolio management.

Sarah White is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Triad Advisors and Prospera Financial Services Inc., as well as nonprofit fundraising leadership at Lebanon Valley College and Franklin and Marshall College. She serves on the boards of Girls on the Run Mid State PA and the York County History Center, and volunteers with the Rotary Club of York. 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 using a mix of long- and short-term strategies, with regular account reviews and integrated reporting.

Jacob Keeports is a financial advisor with Stonebridge Financial Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and various independent advisory and financial services firms. 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 advice using diverse strategies and conducts regular account reviews, with a focus on retirement plan consulting and specialized services such as cash balance plans.