IMPORTANT DISCLOSURE INFORMATION

Important Disclaimers

Corbenic Partners, LLC (“Corbenic”) is an SEC registered investment adviser located in Bethlehem, Pennsylvania. Corbenic may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Corbenic’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Corbenic’s web site on the Internet should not be construed by any consumer and/or prospective client as Corbenic’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Corbenic with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Corbenic, please contact the SEC or the state securities regulators for those states in which Corbenic maintains a notice filing. A copy of Corbenic’s current written disclosure statement discussing Corbenic’s business operations, services, and fees is available from Corbenic upon written request. Corbenic does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Corbenic web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Corbenic), will be profitable or equal any historical performance level(s).

Certain portions of Corbenic’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Corbenic (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Corbenic, or from any other investment professional. Corbenic is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Corbenic is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Corbenic by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Corbenic’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Corbenic, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Corbenic’s web site, to release and hold harmless Corbenic, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Corbenic.

Our Firm

The experience of our partners dates back more than 25 years, and what was true then remains true today. Our firm places the interests of our clients above all other considerations.

Who we are

Corbenic Partners is an independent Registered Investment Advisor - a wealth management firm that prides itself in being an entrepreneurial boutique with the same values as our clients.

The experience of our partners dates back more than 25 years, and what was true then remains true today. Our firm places the interests of our clients above all other considerations. This commitment has been integral to our success at building long-term relationships.

Our relationship with you is designed to afford you greater control over your financial situation and to free you to focus on what matters most - living the life you deserve and caring for the people you love.

Objectivity

We embrace our objectivity as an independent firm just as we have embraced fee-based, conflict-free engagements since the founding of the firm. And we’re proud to serve as a fiduciary, acting always in the best interest of our clients.

Holistic Approach

We take a holistic approach to evaluating a client’s financial well-being. We look beyond the balance sheet, to appreciate the impact of family dynamics and personal values on near-term and long-range objectives.

Long-term Relationships

As an advisory practice, we oversee the financial affairs of a select group of families, business owners, and affluent individuals. Our practice has been built primarily by referrals, which we believe to be a reflection on the quality of our service, the caliber of our people, and the integrity of our values. We have enjoyed a stability at the firm despite the turbulence of the markets over the past two decades. This experience has only deepened the expertise of our team.

Objectivity

We embrace our objectivity as an independent firm just as we have embraced fee-based engagements since the founding of the firm. And we’re proud to serve as a fiduciary, acting always in the best interest of our clients.

Holistic
Approach

We take a holistic approach to evaluating a client’s financial well-being. We look beyond the balance sheet, to appreciate the impact of family dynamics and personal values on near-term and long-range objectives.

Long-term
Relationships

As an exclusive advisory practice, we oversee the financial affairs of a select group of families, business owners, and affluent individuals. Our practice has been built completely by referrals - a reflection on the quality of our service, the caliber of our people, and the integrity of our values. We have enjoyed a stability at the firm despite the turbulence of the markets over the past two decades. This experience has only deepened the expertise of our team.

Our Team

The Corbenic team shares a common goal of helping our clients achieve their financial goals.

We build on this core competency through education, collaboration, and a commitment to the highest professional ethics.

Leadership

Brad L.J. Griswold

Managing Partner

Brad L.J. Griswold

Managing Partner

Brad founded the firm in 1994 and serves as its Managing Partner. After attending Messiah College, Brad attended the College of Financial Planning and holds a number of industry specific licenses, registrations and designations. Throughout his career, Brad has been recognized by his peers and the investment community with a number of awards and accolades. He currently serves as the Chairman of the Board for the Mount Washington Observatory and enjoys outdoor activities, including skiing, running and hiking with his family.

Kathryn M. Brown, CFP® ChFC®

Partner, Financial Advisor

Kathryn M. Brown, CFP® ChFC®

Partner, Financial Advisor

Katie joined the firm in early 2003. Utilizing her CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations, Katie assists clients in navigating their financial affairs with confidence. She also holds a Life, Health, Disability Insurance License. Katie is a graduate of York College where she earned a B.S. in Economics and Finance. She has been recognized by Lehigh Valley Business as a 2015 Women of Influence. Married with young children, Katie enjoys being active in the community. She currently serves as a Board Member and Committee Chair for both the Valley Youth House and the Estate Planning Council of the Lehigh Valley. She is also actively involved at the Jordan United Church of Christ. In her free time, she enjoys playing tennis and is an avid runner, competing in marathons and half marathons.

Dennis Morton, Jr., CFP®, ChFC®

Partner, Financial Advisor

Dennis Morton, Jr., CFP®, ChFC®

Partner, Financial Advisor

Dennis has been providing our clients and their families with trusted investment advice and personal financial planning since joining the firm in 2008 from Citi Smith Barney, where he was a Financial Advisor. A member of the Executive team, he also serves on our Investment Committee. He earned both his CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations and holds a Life, Health, Disability Insurance License. Dennis earned a B.A. in History at Loyola University, Maryland. After graduation, he served as a Captain in the United States Army and was awarded the Bronze Star Medal for service in Operation Iraqi Freedom. Dennis is a proud husband and father and is active in his local community. He is Chair of the Investment Committee and serves on the Finance Council for the Diocese of Allentown. He is a past recipient of Lehigh Valley Business' “Forty Under Forty” award. In his spare time, Dennis enjoys playing guitar, running, and hiking with his family.

Sean G. Linder, CFA

Financial Advisor

Sean G. Linder, CFA

Financial Advisor

Sean is responsible for providing customized financial solutions and personal financial planning for our clients and their families. As a member of the Investment Committee, Sean also leads the firm’s investment due diligence efforts. Prior to joining the firm in 2013, he worked at MFP Strategies, an independent advisory firm where he was responsible for overseeing and implementing portfolio allocations for institutional and family wealth clients. Sean holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society of Philadelphia. In addition, he holds a Life, Health, and Disability Insurance license. Sean is a graduate of Lehigh University where he earned a Bachelor of Science degree in Finance. He currently serves on the Board of Directors for the Center for Humanistic Change and chairs the United Way’s Emerging Leaders Society. In 2015 he was recognized by the Cystic Fibrosis Foundation with its “Finest Under 40” Award. In his free time, Sean enjoys a variety of outdoor activities, including boating and sporting clays.

William Velekei, CPA, CFP®

Financial Advisor

William Velekei, CPA, CFP®

Financial Advisor

Will joined the firm in 2015 from SGF Capital, a Philadelphia-based hedge fund where he was an equity analyst. His prior experience includes working in the audit practice at KPMG. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM (CFP®), Will brings his expertise to best provide a focused, yet holistic approach, while working with clients to understand, plan for and achieve their goals. Will graduated with honors from Lehigh University, earning a B.S. in Accounting. He is an Executive Committee Member of the Lehigh Valley Chapter of Pennsylvania Institute of Certified Public Accountants (PICPA), and serving on the chapter’s Emerging CPAs committee. He serves on the Children’s Services Committee for the Salvation Army of the Lehigh Valley. He is a member of the Financial Counseling Team for the First Presbyterian Church of Bethlehem. He also sits on the committees that organize half marathons, which benefit the Delaware and Lehigh National Heritage Corridor and St. Luke’s Hospital. In his spare time, Will enjoys golf, running, hiking, and biking.

Support Team

Ann Marie Jamieson

Client Services

Ann Marie Jamieson

Client Services

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Melanie Strange

Portfolio Administrator

Melanie Strange

Portfolio Administrator

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Elyse Frantz

Client Account Specialist

Elyse Frantz

Client Account Specialist

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Carole Mesko

Client Account Specialist

Carole Mesko

Client Account Specialist

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