Happy holidays, everyone.

Amidst the craziness of 2020, we are proud to have achieved meaningful improvements and milestones. Thankfully, we had implemented an internal infrastructure two years ago that prepared us for the seamless and immediate migration to working from home. We proudly have retained our entire staff throughout the COVID-19 pandemic. We applaud our team members for adapting and responding effectively to the challenge of working efficiently through market instability from the confines of their homes while maintaining the commitment to client service at the forefront of everything we do.

Stonebridge received multiple awards and recognitions in 2020. We finished in the top 10 in Central Penn Business Journal‘s Book of Lists[i] in the categories of “Asset Managers” and “Registered Investment Advisers.” We were also selected to PLANADVISER Magazine’s 2020 national top 100 Retirement Plan Advisors list[ii] and nominated in Harrisburg Magazine‘s Simply the Best program[iii] in the categories of “Financial Planning Company” and “Investment Company.”

For the second year in a row, Central Penn Business Journal recognized us as a Best Companies to Work for in PA [iv] award winner, and we placed 13th out of the top 50 small businesses in the region. This is a credit 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.

On that note, we were grateful to add three new team members this year. Erica Blake joined as a client service associate early in the year and has excelled in her role very quickly. Daniel McGarvey joined as a junior analyst fresh from his 2020 graduation from Messiah University and has been a tremendous resource for our investment committee and advisors. And Brian Tribbitt, our newest financial advisor, joined us in July after previously serving as a commissioned submarine officer in the U.S. Navy, holding a bachelor’s from Penn State and an MBA from Vanderbilt University.

We also want to acknowledge a few of the many accomplishments our team earned throughout the year:

– Jeffrey Kline was named to the Financial Times 401 Top Retirement Advisors list for the second year in a row.[v]
– Cody Gehman was recently named to the Harrisburg Young Professionals’ 20 in their 20s list.[vi]
– Cory Cuffley earned his CFP® designation.
– Brad Sanders graduated from the Leadership Harrisburg Area program.
– Cory Cuffley was selected for the Leadership Harrisburg Area program.
– Brian Tribbitt and Daniel McGarvey both earned their Series 7 and 66 licenses.
– We had some major family milestones for many of our staff this year, such as Brian McCarver’s son Beau getting married as well as two other employees expecting children in 2021. Stay tuned to our social media accounts for announcements!

Stonebridge remains committed to the central Pennsylvania community and provides time, guidance and resources to local and national organizations. This year, we continued our active support of the following charities:

– Downtown Daily Bread, where two different team members served lunch each month prior to the pandemic.
– Big Brothers Big Sisters, where Kris Korzi sits on the board and Cody Gehman and Jon Freeman offer companionship and support to little brothers.
– Feel Your Boobies® Foundation, where Jon Freeman sits on the board.
– Girls on the Run, where Cody Gehman sits on the board.
– M28 Ministry, where Jon Freeman sits on the board.
– Open Stage, where Brad Sanders will be joining the board.
– Hospice of Central PA, where Brad Sanders sits on the marketing committee.

Furthermore, Stonebridge or members of our team have made financial contributions to the following organizations:

– Central Pennsylvania Food Bank
– Masonic Charities of Pennsylvania
– Give Local York
– Shriners Hospital for Children
– Meals on Wheels
– Roots for Boots
– New Hope Ministries
– Caitlin’s Smiles
– Ned Smith Center for Nature and Art
– Carlisle Arts Learning Center
– Bethesda Mission
– Iraq and Afghanistan Veterans of America
– Fisher House Foundation, Inc.
– Harrisburg Area YMCA
– Synergy Houses
– Sweet Charities of Hanover
– Semper Fi Fund
– Cumberland Valley boys lacrosse
– Special Operations Warrior Foundation
– Veterans Helping Veterans

Though 2020 was not what anyone expected, we still enjoyed sharing this year with you and are grateful for your continued trust. We take great pride in our work and your partnership. Together, we’re ready to greet 2021!

[i] Disclosure-Eligibility Criteria for Top 10 in Central Penn Business Journal’s Book of Lists: This award is not indicative of future investment performance and may not be representative of individual clients’ experience. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Advisory services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Stonebridge Financial Group, LLC and Triad Advisors, LLC are not affiliated.

[ii] Disclosure-Eligibility Criteria for PLANADVISER Magazine’s 2020 national top 100 Retirement Plan Advisors list: The PLANADVISER Top 100 Retirement Plan Advisers’ list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in the 2019 Top 100, he had to submit a completed entry to our 2018 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.

[iii] Disclosure-Eligibility Criteria for Harrisburg Magazine Simply the Best Rankings Award: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Eligibility Criteria for Harrisburg Magazine Simply the Best Rankings Award: Nominations are determined by Harrisburg Magazines reader’s submissions during the nomination period. No purchase is required to participate in the competition or to win the competition.

[iv] Disclosure-Eligibility Criteria for CPBJ Best Places to Work Award: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. This award is not indicative of future investment performance and may not be representative of individual clients’ experience.

[v] Disclosure-Eligibility Criteria for Financial Times 401 Top Retirement Advisors Award: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. This honor is not indicative of the advisor’s future performance.

[vi] Disclosure-Eligibility Criteria for 20 in their 20s in Harrisburg Young Professionals: The nominee must live or work in Cumberland, Dauphin, or Perry county; The nominee must be between 20 to 29 years old on December 31, 2020; The nominee may not be a member of a judge’s immediate family; Only one individual may be nominated per company. The full description of the event is to showcase 20 of Harrisburg’s young people making a meaningful impact on their community and their workplaces. This award is not indicative of future investment performance and may not be representative of individual clients’ experience. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Advisory services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Stonebridge Financial Group, LLC and Triad Advisors, LLC are not affiliated.