The team at Stonebridge experienced another tremendous year of growth, surpassing 2 billion in assets under advisement as of the end of the third quarter, a figure only shared by a small percentage of firms throughout the entire country according to a recent report by the Investment Adviser Association. We attribute this milestone to our tremendous employees and the wonderful relationships we have developed with our clients and trusted partners, enabling us to become a business that we are genuinely proud to be a part of.
In 2025, Stonebridge earned several distinctions, including being named one of Team Pennsylvania’s “Best Companies to Work for in PA*” for the seventh consecutive year, ranking among the top 50 small businesses in the region. We also made Central Penn Business Journal’s Fastest Growing Companies* list for the third year running. This is credited to the people who work at Stonebridge Financial Group. Our exceptional and personable team members make this firm a wonderful place to work day after day.
In 2025, the team launched and grew several new business lines. Stonebridge Payroll Solutions, which launched in late 2024, has grown tremendously in its first full year of existence under the direction and leadership of Daniel Newell. Keep us in mind for your payroll needs. The owners of Stonebridge also took a minority ownership interest in MPC Insurance Group, an insurance agency primarily servicing Medicare, Pennie plans and more. In September of this year, through coordination between our new payroll division and existing corporate retirement plan team, we launched a new product called “AEC OneSource,” a complete administrative plan for the architects, engineering and construction (AEC) industry encompassing 401K, payroll, prevailing wage, and ERP integration wrapped in one solution.
We are pleased to announce that Stonebridge will be opening a York office in early 2026, located at 1550 E. Market Street. We would also like to recognize the addition of several new team members this year: Jacob Frey, a financial advisor with several years of experience who will primarily serve out of the new York location; Caitlin Bendigo, a client service administrator with specialized expertise in Medicare operations supporting MPC Insurance Group; Kirsten Sprenkle, a relationship manager with our growing Payroll Solutions team who brings a wealth of knowledge of the Paycor platform; Renee Gohn, who brings many years of administrative experience to the Wormleysburg office front desk; and finally, Jacob Keeports, who supports advisors out of the Wormleysburg office in a paraplanning capacity. We have an additional new team member joining in January as well! Additionally, we would like to acknowledge several notable achievements by our team this year.
- Brian McCarver, Managing Director, was named to Central Penn Business Journals 2025 Power List*
- Cody Gehman, Director, was named to Central Penn Business Journals 2025 40 under 40 List*
This year, our commitment to giving back to the community has remained strong. Thanks to your support, we grossed over $65,000 for Veterans Outreach of PA and Boots to Health Foundation, two organizations that provide critical services to veterans and their families. Your contributions and engagement in these initiatives have made a meaningful difference, and we are deeply grateful for your generosity. Our next Veterans Clay Shoot will be on May 28th, 2026. Please reach out to Nicole.tyminski@stonebridgefg.com if interested in being involved.
Our involvement with various nonprofits is another cornerstone of our community engagement efforts. We are proud to support the following organizations:
- Downtown Daily Bread, where two of our team members serve lunch each month.
- Big Brothers Big Sisters, where Kris Korzi and Nicole Tyminski sit on the board, and Cody Gehman offers companionship and support to a little brother. Stonebridge also provides two scholarships yearly to BBBS.
- Girls on the Run Mid State PA, where Cody Gehman and Sarah White sit on the board.
- Helen O. Krause Animal Foundation, where Jeremy Rivers sits on the board.
- Bishop McDevitt High School, where Brad Sanders serves on the school board.
- Veterans Outreach of PA, where Brian McCarver chairs their newly established Planned Giving Committee.
- M28 Ministry, where Jon Freeman sits on the board.
- The Foundation for Enhancing Communities, where Jon Freeman sits on the investment committee.
- Hospice of Central PA, where Brad Sanders sits on the marketing and investment committees.
- York County History Center, where Sarah White sits on the board
- Beacon Clinic, where CJ LaPorta sits on the board
- Lancaster County Field of Hope where Parker Marsh sits on the board
- Women’s Giving Circle, where Sarah White serves as a member through the York County Community Foundation.
Through our collective efforts, we strive to make a positive impact on the communities we serve, and we are thankful for the opportunity to contribute to these meaningful causes. Furthermore, we would like to highlight just some of the many organizations Stonebridge and our team members have supported financially:
- Veterans Outreach of Pennsylvania
- Boots to Health Foundation
- Downtown Daily Bread
- New Birth of Freedom Council
- Nursing Foundation of Pennsylvania
- Hope Enterprises Foundation
- Lancaster County Field of Hope
- West Shore Bureau of Fire
- Open Stage
- Ned Smith Center for Nature and Art
- Penn State Four Diamonds Fund
- Turning Point Counseling
- Ronald McDonald House of Central PA
- Thrive for Life Foundation
- Harrisburg YWCA
- Beacon Clinic for Health & Hope
- Helen O. Krause Animal Foundation
- Make-A-Wish Foundation
- Girls on the Run Mid State PA
- Hospice of Central PA
- Big Brothers Big Sisters Cap Region
- M28 Ministry
- Joshua Group
- Hospice of Central PA
- Habitat for Humanity
- The Foundation for Enhancing Communities
- New Cumberland River Rescue
- Capital Area Therapeutic Riding Association
As we look ahead to the future, we remain committed to delivering exceptional service and value to clients. May this holiday season bring you and your loved ones joy, warmth, and countless blessings.
With heartfelt thanks,
The Stonebridge Team
*Third Party Awards Disclosure: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser based upon data or surveys issued in the prior (2024) or current year (2025). Rankings are generally limited to participating advisers. No compensation was provided by the Company in connection with obtaining or using any such rating or ranking. Please see www.stonebridgefg.com/why-stonebridge/ for more information.
