Rod is the President of Stonebridge Financial Advisors. He has 33 years of experience in the financial services industry, with corporate and individual clients across 29 states. He is responsible for all aspects of the advisor client relationship, including client development, retirement plan design and asset management. He is a Board Certified Financial Planner with a Master's Degree in Financial Analysis.

Qualifications:

• 33 years of experience 
• Osaic Wealth Masters Club since 2017
• Certified Financial Planner Professional since 2001
• Iowa State University, BA Finance 1993
• Master in Financial Analysis since 2001
• Expert Witness in financial court hearing 2010-2011
• Series 6, Series 7, Series 63 Series, 65 Licensed

*Registered Representative  

* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

Jim is the Vice President of Stonebridge Financial Advisors. He has over 25 years of experience in the insurance industry and the financial services industry. Jim is responsible for participant enrollments, communications, and services for all of Stonebridge Financial Advisors retirement plans. He received his BA in Finance with a minor in economics from The University of Northern Iowa.

Anne graduated from Drake University in 2011 with a Bachelors of Science in Business Administration and Marketing. In addition to being an active Life, Accident and Health Insurance Agent, Anne is a Registered Representative with Osaic Wealth Corporation holding the Series 6, 63, 7, 66 & 24 licenses. She is a Board Certified Financial Planner Professional. 

A member of our team since July 2010, Anne works in collaboration with Rod on building and updating comprehensive financial plans, analyzing investments and monitoring holdings. She is also responsible for marketing and life insurance operations.

Qualifications:

• 15 years of experience in financial services
• Certified Financial Planner Professional, awarded in 2025
• Bachelor of Science in Business Administration, Drake University (2011)
• Series 6, Series 7, Series 63, Series 66, Series 24 Licensed

*Registered Representative  

Jen is the Operations and Office Manager for Stonebridge Financial Advisors Iowa office. She coordinates client reviews and provides administrative support for both individual and corporate clients. Jen oversees all aspects of the new account process and fulfills client service requests with an efficient system for client communication and follow-up.

In 2022, Jen passed her FINRA Securities Industry Essentials qualification exam. Before joining our team in November 2010, Jen spent 5 years with ITA Group as Program Manager and taught preschool for 4 years. Previously at AXA Advisors, Jen has been in the financial services industry for over 15 years. Jen graduated from UNI in 1993 with a Bachelors in Criminology. Jen is Licensed in Life and Health Insurance.

Jennifer Pratti is not a registered representative with Osaic Wealth Corporation.

Grant has been with us full time since June of 2023, although he has interned with us each summer since 2019. He has a Bachelor's of Science degree in Business Administration and Management from Truman State University. Grant has passed his FINRA Securities Industry Essentials qualification exam and is responsible for a wide variety of account support tasks. He works in partnership with Jen to prepare advisory reports and assists in the onboarding of new client accounts. Grant is Series 6 Licensed, Series 7 Licensed, and is Licensed in Life and Health Insurance.

Grant Lair is not a registered representative with Osaic Wealth Corporation.

Drew has been a valuable member of our team since June 2022. He has a Bachelor of Arts in Finance from the University of Northern Iowa and has passed the FINRA Securities Industries Essentials qualification exam. Drew is Series 7, and Series 66 Licensed, and is working closely with Jim and Rod to further pursue a career as a financial planner.

Drew Horst is not a registered representative with Osaic Wealth Corporation.

Since 2019, Michelle has been a great asset to the to the Stonebridge team. In addition to daily administrative and marketing tasks, Michelle prepares OneView reports for ongoing financial reviews. 

Michelle Freedland is not a registered representative with Osaic Wealth.  

Mariah joined the Stonebridge team in 2026. She graduated from Iowa State University in 2022 with a Liberal Arts degree. Mariah supports advisors and clients with administrative and client service needs. She works alongside Jen and Grant to prepare reports and assists with onboarding new clients. With a former background in banking and customer service, Mariah is a valuable addition to our team.