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Gregory H

Series 66

Beachwood, OH

LPL Financial

Gregory Harris is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2005 and founded Tyler-Stone Wealth Management, LLC in 2015, where he provides independent investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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Daniel B

Series 63

Beachwood, OH

LPL Financial

Daniel Bralliar is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been associated with LPL Financial since 2004 and has operated Tyler-Stone Wealth Management, LLC since 2015. Outside of finance, he serves as the executive secretary for the Jiu-Jitsu Black Belt Federation of the USA and is a partner and chief instructor at the Mayfield Academy of Self-Defense. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with capabilities including discretionary and non-discretionary management, model portfolios, and various specialized investment strategies.

College savings (529s, UTMA, etc.)
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Marc S

CFP®, Series 63

Beachwood, OH

LPL Financial

Marc Stone is a financial advisor with LPL Financial in Beachwood, OH, holding CFP® and Series 63 credentials and 36 years of industry experience. He has worked with LPL Financial since 1998 and leads Tyler Stone Wealth Management, LLC, which he founded in 2015. Stone also operates Stone Financial Advisors, Inc., and is involved in selling long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Stephanie S

Series 66

Beachwood, OH

LPL Financial

Stephanie Stone is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 66 designation and five years of industry experience. She manages investment advisory services through Tyler-Stone Wealth Management, an independent firm she established in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Jean S

Series 63

Beachwood, OH

LPL Financial

Jean Stefanov is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 63 credential and 32 years of industry experience. She has worked with LPL Financial since 1995 and operates Tyler Stone Wealth Management, LLC, an independent investment advisory firm she founded in 2015. Outside of her advisory work, she assists with financial operations for her husband's TV production business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management, supported by research and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Stuart A

Series 63

Beachwood, OH

LPL Financial

Stuart Abrams is a financial advisor with LPL Financial and holds a Series 63 designation. He has 37 years of industry experience, including 20 years with LPL Financial and over a decade running Tyler Stone Wealth Management, LLC. Outside of his financial career, he is a musician who performs as a singer/songwriter approximately once a month and has released a CD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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William D

CFP®, Series 66

Beachwood, OH

LPL Financial

William Di Menna is a CFP® with seven years of industry experience. He is affiliated with LPL Financial and Tyler-Stone Wealth Management, LLC, where he provides investment advisory services. His prior work includes roles at Insight2Profit, Designer Molecules Inc, and Jalenna Capital LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

College savings (529s, UTMA, etc.)
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Jonathan S

Series 63, Series 66

Beachwood, OH

LPL Financial

Jonathan Schonfeld is a financial advisor with LPL Financial in Beachwood, OH, holding Series 63 and Series 66 credentials and having 17 years of industry experience. He worked at Tyler Stone Wealth Management for 10 years while maintaining his affiliation with LPL Financial for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Thomas D

CFP®, Series 63, Series 65

Beachwood, OH

LPL Financial

Thomas Dowd is a CFP® professional with 26 years of experience in the financial services industry. He has been associated with LPL Financial since 2004 and founded Tyler Stone Wealth Management, LLC in 2015. In addition to his advisory work, he serves as an officer providing financial direction and tax preparation support for a family-owned retail restaurant business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Tina H

Series 63

Beachwood, OH

LPL Financial

Tina Hallier is a financial advisor with LPL Financial and holds a Series 63 designation. She has 22 years of industry experience and has been associated with both LPL Financial and Tyler-Stone Wealth Management, LLC for 11 years. Hallier is also involved as an insurance agent offering term and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Karen F

Series 66

Beachwood, OH

LPL Financial

Karen Frankino is a financial advisor with LPL Financial based in Beachwood, OH, holding a Series 66 designation and four years of industry experience. She has served with Tyler-Stone Wealth Management, LLC since 2005 and provides investment advisory services through this independent firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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John C

Series 63

Beachwood, OH

LPL Financial

John Cingel is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2004 and also operates Tyler-Stone Wealth Management, LLC, an independent investment advisory firm he founded in 2015. Additionally, he is involved as an independent insurance agent selling life, disability, long-term care, health insurance products, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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