Stonebridge Financial Group

06/17/2026

We would like to welcome Isabel to the team!

Isabel began her career in banking as a credit analyst before transitioning into an account manager role. In 2023, she chose to pursue a new direction and entered the financial services industry. She quickly earned her Series 65 and Pennsylvania Life and Health Insurance licenses, demonstrating her commitment to professional growth. Isabel is passionate about educating clients on the importance and long‑term impact of retirement planning. She enjoys connecting with plan sponsors and participants to understand their financial goals and collaborate on meaningful solutions. Known for her diligent attention to detail, she takes pride in ensuring every client feels supported and well cared for.

Isabel graduated from Millersville University with a bachelor’s degree in business administration and a concentration in finance. She serves as Vice President on the board of Lancaster Young Professionals, where she is dedicated to fostering opportunities for personal and professional development and encouraging community involvement.

Outside of work, Isabel enjoys painting and drawing, exploring national parks, and gardening.

We look forward to watching you grow!

06/11/2026

Our 5th Annual Veterans Clay Shoot was a tremendous success, and we are incredibly grateful for the community that helped make it possible.

Together, we grossed more than $75,000 in support of Veterans Outreach of Pennsylvania and Semper Fi & America's Fund. These organizations do meaningful work for veterans, service members, and their families, and it is an honor to help support their missions.
A special thank you to our generous sponsors for standing behind this event and the veterans it benefits:

• M3T Corporation
• Bob Means Plumbing
• Boles Metzger Brosius & Walborn PC
• LCD Environmental
• Jim & Betty Magaro
• Open Discourse Coalition
• Restoration Relief
• Unlimited Construction Solution
• Utility Services Group
• Elite Consulting Partners
• Quality Buildings LLC
• CR Auto
• Barley Snyder

Most importantly, thank you to everyone who attended, participated, volunteered, sponsored, and supported this event. Your generosity and commitment are what make this clay shoot so special year after year. We are thankful to be part of a community that continues to show up for those who have served.

06/10/2026

Nathan Bailey joined Stonebridge as a Financial Advisor in June 2026 and brings several years of experience in the wealth management and investment services industry.

A graduate of Messiah University, Nate studied Business Administration with a concentration in Finance. He earned his Certified Financial Planner (CFP®) designation in 2025 and also holds the Series 66 license and Chartered Retirement Planning Counselor (CRPC®) designation.

Nate enjoys helping clients bring clarity and confidence to their financial lives through thoughtful, comprehensive planning. His work covers investments, risk management and insurance, cash flow, estate planning, and tax planning - but what matters most to him is the relationship behind the plan. Nate is committed to helping clients feel heard, understood, and supported as they work toward the goals that matter most to them.

Outside of the office, family is at the center of Nate’s life. He lives in New Cumberland, Pennsylvania, with his wife and two children. In his free time, he enjoys hiking, spending time outdoors, and cheering on Penn State football.

We are excited to have Nate on the Stonebridge team!

06/08/2026

The stock market reached new highs in May, but consumer sentiment is telling a very different story.

In our latest commentary, we look at what low sentiment, higher energy prices, falling savings rates, and rising credit delinquencies could mean for consumers and the broader economy in the months ahead.

Click here to read the full article:

By Daniel McGarvey, CFA on behalf of Stonebridge Financial Group advisors While the stock market reached all-time highs in May, consumer sentiment hit an all-time low. The University of Michigan Consumer Sentiment Index, which surveys the financial situation and expectations of the average American....

05/26/2026

We are happy to announce our summer intern, Addison Sweat!

Addison is a student at Messiah University, majoring in Finance with a concentration in Financial Planning, and is graduating in May 2027.

Originally from Bel Air, Maryland, Addison enjoys spending free time playing disc golf with friends, listening to and playing music, and reading books focused on personal development and fiction.

Welcome to the team and we're excited to help you grow!

05/15/2026

Please join us in congratulating Aedan Wilkinson on 3 years with Stonebridge Financial Group!

Aedan’s Stonebridge story started as an internship, and we’re grateful that it grew into a full-time role on our team. Today, he serves as a Financial Advisor and Portfolio Analyst, bringing curiosity, discipline, and thoughtful research to the work he does each day.

Within his first few years here, he went from intern, to full-time employee, to husband. Let's see what the future has in store!

Congratulations, Aedan. We’re thankful to have you on the Stonebridge team!

05/12/2026

Let’s TACO-bout last Tuesday!

We had our Cinco de Mayo Ribbon cutting for our new office in York!!

Thank you to everyone that came out! We are excited to finally have an office in a community that we have been engrained for years.

05/06/2026

The Fed's balance sheet has quietly been one of the biggest drivers of equity returns since the GFC - and that may be changing. In our May 2026 Commentary, Daniel McGarvey, CFA breaks down what Kevin Warsh's proposed balance sheet unwind could mean for passive equity returns, and why strong earnings growth may be the key offset.

Read the full piece here

By Daniel McGarvey, CFA on behalf of Stonebridge Financial Group advisors The U.S. stock market has been practically unstoppable in the years since the Global Financial Crisis (GFC), as evidenced by the S&P 500’s total cumulative return of over 1,200% since the lows in March of 2009. The returns d...

04/14/2026

Discover timely insights on the forces driving markets this year in our latest quarterly commentary. Learn how disruptions in energy and credit markets have affected expectations and how equities historically react after periods of uncertainty.

Read more:

By Daniel McGarvey, CFA on behalf of Stonebridge Financial Group advisors The S&P ended the first quarter with a run of five straight negative weeks, leading to a year-to-date return of -4.3%. The Bloomberg US Aggregate Bond Index experienced a milder drop, returning -0.1% as the 10-Year Treasury Ra...

03/31/2026

A big moment for the Stonebridge Team!

We’re proud to share that two members of our Stonebridge team have been recognized by Central Penn Business Journal! CJ LaPorta, CFP®, C(k)P®, CRPS®, AIF® has been named a 2026 Rising Star in ᗷusiness & Finance, and Jonathan Freeman has been honored as a 2026 Wealth/Financial Advisor.

These awards recognize professionals who demonstrate outstanding achievement in their field while making a meaningful impact in the Central Pennsylvania community.

CJ and Jon both embody what we strive for every day - serving clients well, contributing to our community, and continuing to raise the bar.

We are proud of the work they do for our clients and community, but even more proud of the people they are.