Stonebridge Financial Group, LLC (hereinafter called “SFG”) is a Registered Investment Adviser based in Wormleysburg, Pennsylvania, and incorporated under the laws of the State of Pennsylvania. SFG is owned by Brian McCarver and Jonathan Freeman. SFG is registered with the SEC and subject to the rules and regulations of the US Advisers Act. Founded in November 2023, SFG provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. SFG also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. SFG provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with SFG. Managed Accounts are available to individuals, high net worth individuals, charitable organizations, and corporations. SFG provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. SFG will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. SFG and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing

client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) SFG may recommend a Wrap Fee Program for the client’s account(s). A “wrap fee program” for purposes of the SEC is a program under which investment advisory and brokerage execution services are provided for a single “wrapped” fee that is not based on the transactions in a client account. Clients with Wrap Fee Program accounts will be provided with SFG’s Wrap Fee Brochure. There is no difference between how SFG manages wrap fee accounts and how SFG manages other accounts. Company-Sponsored Retirement Plan Consulting Services - Stonebridge Financial Group, LLC provides company-sponsored retirement plan consulting services (hereinafter called “retirement plan consulting services”). These services may include plan design, investment lineup selection and monitoring, plan administration support, education, co-fiduciary support, and benchmarking. We will meet with the client to discuss the major plan goals, identify key employees, evaluate employer contribution options, and analyze income tax considerations. SFG will assist with the development of an appropriate investment strategy that reflects the plan sponsor’s stated investment objectives for management of the plan. SFG will design an investment lineup that meets the plan sponsor’s goals and objectives and will monitor the investments for potential changes. To conduct certain retirement plan consulting services, SFG will utilize discretionary authority to install platforms, add or remove funds to the plan’s investment portfolio, amend the weightings of the fund components, move funds from the various models in use, etc. As of February 29, 2024, the firm has the following assets under management: Discretionary AUM of $1,477,333,342 and Non-Discretionary AUM of $104,307,707. Form ADV, Part 2A, Item 5