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 financial advisor with Stone House Investment Management, LLC, holding a Series 65 credential and five years of industry experience. He has been with Stone House since 2020. 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 discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm manages a diverse range of strategies and utilizes active trading techniques, overseeing approximately $842 million in discretionary assets as of the end of 2025.

Chad Taake is a CFP® and holds a Series 65 license with eight years of experience in financial advising at Stone House Investment Management, LLC. Prior to his advisory role, he worked for Procter and Gamble for 21 years as an engineer. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies and integrates active trading techniques and institutional custodial platforms to serve its diverse client base.

Todd Monahan Jr. is a financial advisor at Stone House Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with The Arc of NEPA and the University of Scranton. Stone House provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies and uses active trading techniques, managing over $840 million in discretionary assets.

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 multiple firms, including LPL Financial LLC, Citizens & Northern Bank, and Equitable Advisors. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm utilizes a range of model and separately managed strategies and offers specialty solutions such as third-party manager oversight and custom portfolio management.

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 a Series 66 designation and has worked previously at Merrill and Cintas. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a range of model and separately managed strategies, including the use of third-party money managers and specialty solutions, managing over $840 million in discretionary assets.

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.

Clay Eubanks is a financial advisor at Stone House Investment Management, LLC with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Stone House, he worked at Thrivent Financial and Procter and Gamble. Stone House Investment Management offers discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies, utilizes sub-advisers and active trading techniques, and manages accounts primarily on a discretionary basis.