Team

At UnionAdvantage Financial, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

John Miller III

Registered Sales Assistant

610-775-9900 ext. 301

610-775-9903

jomiller@1stallied.com

John is a Penn State graduate and he has worked with Stone Financial for three years. With a total of 13 years of experience in the financial services Industry, John holds Series 7 and Series 63 licenses, and he enjoys educating...

Mark Stone

President

610-775-9900

610-775-9903

mstone@1stallied.com

Mark opened the doors of Stone Financial more than 15 years ago and has grown the business to service both individuals and businesses with their financial wealth strategies. Prior to working in this industry, Mark worked in the...

Marybeth Stone

Account Representative

610-775-9900 ext. 303

610-775-9903

mbstone@1stallied.com

Marybeth is a 2020 graduate of Haverford College where she majored in Economics and was a member of the softball team. Marybeth holds her Series 7, 66 Securities registrations along with a Life, Health, and Annuities license. In her free...

Michelle Lamonica

Office Manager / Benefits Administrator

610-775-9900 ext. 306

610-775-9903

mlamonica@1stallied.com

Michelle brings 25 years of wide-ranging and rigorous business experience to her work with Stone Financial. She has held positions in the entertainment, utility, retail, banking and manufacturing industries, from which she has learned...

Nikki Gromis

Sales Assistant

610-775-9900 ext. 303

610-775-9903

ngromis@1stallied.com

Nikki is a Kutztown University graduate with a Bachelor’s Degree in Psychology. She brings 6 years experience in the financial industry to Stone Financial. Prior to joining our team, Nikki managed a team who assisted advisors...

Tim Mogford

Account Representative / Insurance Specialist

610-775-9900 ext. 305

610-775-9903

tmogford@1stallied.com

Tim is an Insurance Specialist with his Life, Health and Accident license, and AHIP certification. A naturalized US citizen born in the UK, Tim is a graduate of the University of York with postgraduate degrees from Nottingham and...