Stone House Investment Management, LLC

Kurtis Medeiros is a financial advisor at Stone House Investment Management, LLC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Abbington Financial Group, LPL Financial, and more than a decade in the automotive sector. Outside of advising, he owns a dumpster rental business and serves as a notary. Stone House Investment Management provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm’s investment approach combines low-cost index-style ETF allocations with actively managed strategies and offers a range of portfolio management options tailored to client needs.

Larry Alderson is a CFP® professional with 28 years of industry experience. He is currently with Stone House Investment Management, LLC and has previously worked at LPL Financial, Cetera Investment Advisers, Cetera Investment Services, and C&N Bank. He serves on the Investment Committee for the Community Foundation for the Twin Tiers. Stone House Investment Management provides advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers a range of portfolio management options, including discretionary management and third-party money manager selection.

Ryan Vassil is a financial advisor at Stone House Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Stone House since 2020. Prior to that, he was employed at Market Resource Partners and Power Home Remodeling Group. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers a range of portfolio management options tailored to client needs.

Barbara Grimaud is a financial advisor with Stone House Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. Prior to joining Stone House in 2018, she worked for the U.S. Federal Court of the Middle District of Pennsylvania and maintains a legal practice through the Law Office of Barbara R. Grimaud. She is also a member of Rock Ledge Quarries, LLC, where she serves in an of counsel role. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers customizable portfolios managed directly or through sub-advisers.

Benjamin Robinson is a Series 65-licensed financial advisor with Stone House Investment Management, LLC in Tunkhannock, PA, where he has worked since 2020. He has five years of industry experience and previously held roles at Montage Mountain Resorts and Nike, among others. Outside of finance, he is a sponsored athlete for Deckers Brands, representing their outdoor brand in national and international running competitions. Stone House Investment Management provides advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers customizable portfolios managed directly or through sub-advisers.

Chad Taake is a CFP® with seven years of experience in financial advising at Stone House Investment Management, LLC, where he has worked since 2018. Prior to his advisory role, he spent over two decades at Procter and Gamble as an engineer. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers customizable portfolios managed directly or through sub-advisers.

Todd Monahan is a financial advisor at Stone House Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Arc of NEPA, the University of Scranton, Cadden Brothers Distributer, and Riverside School District. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies, offering discretionary portfolio management and customizable client accounts.

Kirk Lunger is a financial advisor at Stone House Investment Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been associated with Stone House since 2014. He also owns Lunger Financial, LLC, which provides financial advisory services to Stone House clients. Stone House Investment Management offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a blend of low-cost, index-style ETF allocations and actively managed strategies, providing customizable portfolios managed directly or through sub-advisers.

Kathryn Johnston is a financial advisor at Stone House Investment Management, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial LLC, Citizens & Northern Bank, and Cetera Investment Advisors LLC. Stone House Investment Management provides advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular financial planning, and specialty portfolios.

John Burke is a financial advisor with Stone House Investment Management, LLC in Tunkhannock, PA, holding a Series 65 designation and 17 years of industry experience. He has been involved with Burke Enterprises, LLC and Stone House Investment Management since 2008. Outside of his advisory role, he serves as a director for Stone House Tax, Business & Municipal Accounting, LLC, providing business direction and guidance. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm blends low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular planning, and various account platforms.

Michael Cravath is a financial advisor at Stone House Investment Management, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular financial planning, and a variety of account platforms.

Christine Slusark is a financial advisor with Stone House Investment Management, LLC, holding a Series 63 designation and 15 years of industry experience. She has been with Stone House since 2010. Christine is also a licensed life insurance producer. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular financial planning, and third-party money manager selection.

Raymond Stone is a Series 66 licensed advisor with 22 years of industry experience. He has been with Stone House Investment Management, LLC since 2008 and previously held roles at Stone Health Innovations, LLC and Scenic Acres, LLC. He also directs Stone House Tax, Business & Municipal Accounting, LLC and serves as a director at Indemnitree, LLC, an insurance sales firm. Stone House Investment Management provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and corporations. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers a variety of portfolio management options, including discretionary management, third-party money managers, and specialty portfolios.

Robert Brown is a CFP® professional with 20 years of experience in financial advisory services, currently with Stone House Investment Management, LLC. He has held leadership roles in related businesses, including ownership of RJB Solutions, LLC, which markets medical services to healthcare providers. Brown also serves as a director of Stone House Tax, Business & Municipal Accounting, LLC, providing business direction and guidance. Stone House Investment Management offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s approach combines low-cost, index-style ETF allocations with actively managed strategies and customizable portfolios, utilizing both in-house management and sub-advisers.

Aidan Brown is a financial advisor at Stone House Investment Management, LLC, holding a Series 65 designation. He has one year of industry experience, including roles at Leidos and Otis Elevator Company prior to joining Stone House. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers customizable portfolios with options for discretionary management or sub-adviser delegation.