Michael W. Ward, CLU, ChFC, CFP®

California Insurance License #0F06052

Chairman and Founding Partner

443.288.0781

Michael.Ward@stonebridgeadvisorsinc.com

Sarah L. Cicero, CFP®, CFA

California Insurance License #4336441

Managing Partner

443.288.0781

Sarah.Cicero@stonebridgeadvisorsinc.com

Matthew K. Larson, CFP®

Partner

443.288.0781

Matthew.Larson@stonebridgeadvisorsinc.com

Jack Rogers, CFP®

Partner

443.288.0781

Jack.Rogers@stonebridgeadvisorsinc.com

Steve Koziol, CEPA®

Chief Operations Officer

443.288.0781

Steve.Koziol@stonebridgeadvisorsinc.com

David K. Sloper, Jr., CFP®

Financial Planner

443.288.0781

Dave.sloper@stonebridgeadvisorsinc.com

Adam J. Hewat, CRPC®

Financial Planner

443.288.0781

Adam.hewat@stonebridgeadvisorsinc.com

Ryan Grossman, ChFC®

Financial Planner

443.288.0781

Ryan.Grossman@stonebridgeadvisorsinc.com

Lori Ferraro

Chief Financial Officer

443.288.0781

Lori.Ferraro@stonebridgeadvisorsinc.com

Levi Bean

Investment Specialist

443.288.0781

443.288.0786

Levi.Bean@stonebridgeadvisorsinc.com

Will Eisentraut

Client Relationship Manager for Adam Hewat and Ryan Grossman

443.288.0781

Will.Eisentraut@stonebridgeadvisorsinc.com

Susan Gallant

Practice Manager for Ryan Grossman

410.934.4188

Susan.Gallant@stonebridgeadvisorsinc.com

Drew Yager

Practice Manager

443.288.0781

drew.yager@stonebridgeadvisorsinc.com

Ryan Davis

Client Relationship Manager For David Sloper

443.288.0781

443.288.0786

Ryan.Davis@stonebridgeadvisorsinc.com

Michelle Marvel

Associate Client Relationship Manager for Adam Hewat

443.288.0781

443.288.0786

michelle.marvel@stonebridgeadvisorsinc.com

Cosette Schulties

Executive Assistant to Ryan Grossman

443.288.0781

Cosette.Schulties@stonebridgeadvisorsinc.com

Matthew Alton

Client Relationship Manager

443.288.0781

Matthew.Alton@stonebridgeadvisorsinc.com

Kaveh Montazer

Client Relationship Manager

443.288.0781

Kaveh.Montazer@stonebridgeadvisorsinc.com

Nolan Walchko

Client Relationship Manager

443.288.0781

443.288.0786

Nolan.Walchko@stonebridgeadvisorsinc.com

Zachary Szczybor

Client Relationship Manager

443.288.0781

Zachary.Szczybor@stonebridgeadvisorsinc.com

Barbara Bristol

Client Service Coordinator

443.288.0781

Barbara.Bristol@stonebridgeadvisorsinc.com

Robin Cassell

Client Service Coordinator

443-288-0781

443-288-0786

robin.cassell@stonebridgeadvisorsinc.com

Sori Meredith

Client Service Manager for Dave Sloper

443-288-0781

443-288-0786

Sori.meredith@stonebridgeadvisorsinc.com

Max Warthen

Associate Client Relationship Manager

443.288.0781

Max.Warthen@stonebridgeadvisorsinc.com