Lexington, MA 57 Bedford Street Office

Philip Stone is a Series 65-licensed financial advisor with LPL Financial, based in Lexington, MA. He has 20 years of industry experience and has been with LPL Financial since 2005. In addition to his role at LPL, he has operated Stone & Company, P.C. since 1987 and is involved with Stone Acquisitions Group, LLC, which lists businesses for sale or represents buyers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Alan Ioffredo is a CFP® professional with 32 years of experience in the financial services industry. He has been affiliated with LPL Financial since 1998 and operates Alena Wealth, LLC, a firm he founded in 2008. Outside of his advisory work, he is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. 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.

Kathryn Dunlop is a financial advisor with LPL Financial in Lexington, MA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. She also provides administrative support to Alena Wealth, LLC, an independent investment advisory firm. 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 plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Ioffredo is a CFP® professional with 10 years of industry experience, currently serving at LPL Financial since 2022. Prior to joining LPL, he worked at Dimensional Fund Advisors for seven years. He holds the Series 66 designation and operates out of Lexington, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management with access to proprietary and third-party research.

Marioleni Mandelis is a financial advisor with LPL Financial in Lexington, MA, holding a Series 63 designation and 38 years of industry experience. She has worked at LPL Financial since 1993 and has operated Alena Wealth, LLC since 2008. Mandelis is also a practicing attorney and serves as a notary public in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.