Our Community
Angel Park Clean Up
On April 12, 2026, our Chairman and Founding Partner, Mike Ward, joined his children, Dom and Brookie, along with Client Relationship Manager Zach Szczybor, for a day of community service at Angel Park in Perry Hall. The team helped clean and maintain the park by picking up trash, weeding, sweeping, scrubbing benches, and polishing artwork.
Created in memory of Ryan Szczybor, who passed away from leukemia at 15 months old, Angel Park is an all-inclusive playground and memorial space designed for children of all abilities. Featuring attractions like a castle, zipline, butterfly garden, and wheelchair-accessible swing, the park reflects the power of compassion and community. We’re grateful to support its mission and help preserve a place built for healing, inclusion, and joy.
2025 Holiday Letter
As 2025 comes to a close, we want to take a moment to reflect on the meaningful work we’ve accomplished together and share a glimpse of what’s ahead in 2026. At StoneBridge Advisors, our mission remains clear: to guide you with clarity, care, and confidence. This year was a powerful example of that commitment in action.
Giving Thanks
StoneBridge Advisors (SBA) partnered with Bethany United Methodist Church (UMC) to provide 16 Thanksgiving baskets with a turkey and all the trimmings to Homewood Center to share with school families. Photo (l t o r): Kelly Kesler, Community School Site Coordinator; Judy Barnett, Bethany UMC; Chris Rattay, Principal; Dave Sloper, Financial Planner at SBA; Sori Meredith, Client Service Manager at SBA; and Megan Milholland, School Counselor.
Giving Tuesday 2025
On this “Giving Tuesday” 2025, StoneBridge Advisors is proud to support The Ryan Foundation in their mission to help stock the Child Life Closet at Johns Hopkins Hospital to bring moments of comfort and hope to children and their families as they battle cancer. Clients were invited to support this worthy cause by donating books, journals, fidget items and hand-held games for children ages 0-20 to play during long hospital stays.
Shred Days
In the fall, we welcome clients and members of the community to our Ellicott City and Towson offices for our annual Shred Day events. We offer this opportunity to safely dispose of sensitive documents, with secure, on-site shredding provided by a trusted professional vendor. As a thank-you for participating, we give each person a free reusable shopping bag—because we’re committed to protecting both your privacy and the environment.
BrightMind Enrichment Matching Donation
Thanks to StoneBridge Advisors for matching our Client Service Manager, Sori Meredith’s donation to Bethany United Methodist Church’s auction in August 2025 in support of BrightMind Enrichment, a 501(c)(3) non-profit working to bridge gaps in access to wellness education and community education and aid those in great need. Funds raised at the auction were donated to BrightMind Enrichment to support their Street Care app created to help volunteers direct homeless in Anne Arundel and Howard Counties to available local resources and services.
Golfing for Charities
Throughout the year, rain or shine, our staff members bring their A-game to various charity golf events. In 2025, our StoneBridge’s financial support benefitted the Johns Hopkins Sidney Kimmel Cancer Center, the Alzheimer’s Association, The Ryan Foundation, the Lieutenant James H. Love '77 Endowed Scholarship and the Captain John Graziano '08 Endowed Scholarship Funds at Archbishop Spalding High School. Charities benefit while we have a tee-rrific time!
Employee Community Involvement
To commemorate Memorial Day, Sori Meredith, Client Service Manager, joined her husband, Joel, and Eagle Scout, Collin, as station captains during the “We Remember” event hosted by The National Pike District of Scouting America on Friday, May 23, 2025. During the event, Scouts from Howard and Baltimore Counties placed flags at each of the 47,000 graves at Baltimore National Cemetery and Loudon Park National Cemetery — a meaningful tribute honoring the memory and sacrifice of our fallen service members.
Congratulations to Matt Larson, Client Relationship Manager, and Kaveh Montazer, Senior Associate Client Relationship Manager, for successfully completing the “Pints for Patapsco” 10K race on Saturday, April 26, 2025. Competing among 434 runners, Matt earned an impressive 22nd-place finish with a time of 46:02.34, while Kaveh finished strong in 1:06.36, placing 279th. Participants were required to complete the course within 1 hour and 39 minutes (16 minutes per mile). Sponsored by the Guinness Open Gate Brewery and the Friends of Patapsco Valley State Park, the event raises funds to support Patapsco Valley State Park. Great job, Matt and Kaveh!
The Ryan Foundation, OSAIC's 2025 Local Community Grant Recipient
Congratulations to The Ryan Foundation, recipient of a $3,000 OSAIC 2025 Local Community Grant, awarded in recognition of the volunteer efforts of Associate Client Relationship Manager Zach Szcybor and his family.
Founded 27 years ago by Kelli and Andy Szcybor in memory of their son Ryan, who passed away from Acute Myeloid Leukemia at 15 months old, The Ryan Foundation supports families affected by childhood cancer through awareness, assistance, and research funding. OSAIC’s grant program helps support charities where its advisors and staff volunteer their time.