This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
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Learn about disclosures →Cody is involved in several business activities, including owning a stake in Stonebridge Financial Group and preparing tax returns, serving as treasurer for Girls on the Run, and acting as CCO for Stonebridge Financial Group LLC and Stambaugh Ness Wealth Management, LLC. He also owns a share of SBFG Partners LLC, which has a stake in an insurance agency, and performs consultative work for the entity.