John Hartman II is a financial advisor at Clearstead Advisory Solutions with seven years of industry experience. His background includes roles at JP Morgan Chase Bank and JP Morgan Securities, as well as several advisory firms prior to joining Clearstead. He is a 49% owner of LiveFree LLC, which owns the Pure Barre franchise in Roanoke, VA. Clearstead serves affluent private clients and institutional investors, providing a range of services including investment management, financial planning, tax compliance, and family office administration, with approximately $33.9 billion in assets under management across its 59-advisor team.

Steven Wolken Jr. is a financial advisor at Clearstead Advisory Solutions with 18 years of industry experience. He holds a Series 65 designation and has been with Hartland & Co. since 2011. Based in Cleveland, OH, Wolken's background includes extensive work within the financial advisory sector. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, using a disciplined investment approach that incorporates portfolio analytics, manager research, and strategic asset allocation.

Roger Scheffel Jr. is a financial advisor at Clearstead and Clearstead Advisory Solutions with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wilbanks, Smith & Thomas LLC since 2009. In addition to his advisory role, he serves as a portfolio manager and vice president in related investment firms, including Wilbanks Smith & Thomas Asset Management and WST Investment Trust. Clearstead serves affluent private and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment process using various strategies, including mutual funds, ETFs, separately managed accounts, alternatives, and a proprietary Direct Indexing strategy, managing approximately $33.9 billion in assets across more than 4,300 client relationships.

Maria Siwek is a CFP® professional with 11 years of experience in financial advising. She is currently with Clearstead Advisory Solutions and has previously worked at The Clarius Group, Laird Norton Wealth Management, and Freestone Capital Management. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines and proprietary strategies across a diverse range of investment solutions.

Amie Baty is a CFA® charterholder with 22 years of industry experience. She is currently with Clearstead Advisory Solutions, joining in 2024 after 17 years at Wilbanks, Smith & Thomas Asset Management LLC. Clearstead serves affluent private clients and a range of institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and a variety of investment strategies including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing approach.

Eileen Burkhart is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with Clearstead and Clearstead Advisory Solutions in Cleveland, OH. Her prior experience includes roles at Raymond James & Associates, EMB & Co LLC, Clearstead Advisors, and Commonwealth Financial Network, as well as operating her own firm, Eileen M. Burkhart & Company, LLC. She is also involved in selling fixed insurance under her own private entity and serves as president of Eileen M. Burkhart & Company, LLC. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets, applying institutional investment disciplines across a range of account types and utilizing proprietary strategies such as Direct Indexing.

Bruce Fenster is a CFP® with 28 years of industry experience. He is currently with Clearstead and Clearstead Advisory Solutions, having joined in 2026. His prior roles include positions at MyCIO WEALTH PARTNERS, Ernst & Young Investment Advisers LLP, and PricewaterhouseCoopers Investment Advisers LLC. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines and specialized platforms across its client solutions.

George Lane is a CFP® practitioner with 18 years of industry experience, currently advising at Clearstead and Clearstead Advisory Solutions. His prior roles include positions at The Clarius Group, Private Ocean, and Joslin Capital Advisors. He is admitted to the Washington Bar but is not actively practicing law. Clearstead serves affluent private clients and institutional investors, offering a range of services including investment management, financial and tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs institutional disciplines and proprietary strategies across client portfolios.

William Shack is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Clearstead, he worked at The Clarius Group, LLC and Charles Schwab, where he spent over a decade in various roles. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets through a team of 59 advisors and employs an investment process that combines portfolio analytics, manager research, and strategic asset allocation across diverse investment vehicles.

Jackson Davey is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He holds a Series 65 credential and has worked at Clearstead Advisors since 2026. His prior experience includes nine years at MyCIO Wealth Partners, LLC, and one year at Northwestern Mutual. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that utilizes portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Michael Finelli is a financial advisor at Clearstead with 24 years of industry experience. He holds a Series 65 designation and previously worked for MyCIO WEALTH PARTNERS, LLC for 19 years before joining Clearstead. He is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment approach, utilizing portfolio analytics, manager research, and strategic asset allocation, and manages approximately $33.9 billion in assets.

Yulya Stewart is a financial advisor at Clearstead with seven years of industry experience and holds a Series 65 designation. She previously worked at The Clarius Group, LLC and The Pacific Financial Group. Based in Seattle, WA, she joined Clearstead Advisors in 2026. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment approach involving portfolio analytics, manager research, and strategic asset allocation.

Timothy Mc Daniel is a financial advisor at Clearstead Advisory Solutions with two years of industry experience. He holds a Series 65 designation and previously worked at Wilbanks Smith & Thomas, OVM, Draper and Kramer Mortgage Corp., and TowneBank Mortgage. Outside of his advisory role, he is the founder of ChangeGrower, a mental health company. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach that includes portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Philip Bonelli is a financial advisor at Clearstead Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and previously worked for MyCIO Wealth Partners, LLC for 19 years before joining Clearstead in 2026. Clearstead serves affluent private clients and institutional clients by providing investment management, financial and tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and a proprietary Direct Indexing strategy.

Allen Dengler is a financial advisor at Clearstead and Clearstead Advisory Solutions in Cleveland, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HPM Partners LLC, PNC Bank, and AXA Advisors, LLC. Dengler joined Clearstead and its predecessor Hartland & Co., LLC in 2022. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and specialized investment strategies such as Direct Indexing and access to private pooled funds.

Allen Berg is a CFP® professional with 11 years of industry experience. He currently works at Clearstead Advisory Solutions and has held prior roles at Waveland Family Office, Kovitz Investment Group Partners, Weiss & Company LLP, and North Star Investment Management Corp. He serves as Treasurer and Adviser to the Juliana Greenfield Family Foundation, a nonprofit focused on charitable medical research. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines through a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Paul Ferwerda is a CFA® charterholder with 38 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024, following an eight-year tenure at Wilbanks, Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm employs institutional disciplines in its investment process, managing over $33.9 billion in assets through a combination of mutual funds, ETFs, separately managed accounts, and alternative investments.

Daniel Pizetoski is a CFA® charterholder and Series 65 licensee with five years of industry experience. He currently works at Clearstead Advisory Solutions and previously held roles at Wilbanks, Smith & Thomas Asset Management, Villanova University, and Coho Partners, Ltd. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach combining portfolio analytics, manager research, and strategic asset allocation across various account types.

Caroline Pace is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at Wilbanks Smith & Thomas, The Vanguard Group, and White Pine Wealth Management. Prior to her financial services career, she was employed at Virginia Tech and Midlothian High School. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets and uses an institutional investment approach incorporating portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Matthew Talbot is a CFP® professional with 11 years of experience in financial advising. He has worked at Clearstead since 2026 and previously spent 11 years at The Clarius Group, LLC. He is based in Seattle, WA. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies an institutional investment approach across discretionary and non-discretionary accounts, managing approximately $33.9 billion in assets and advising over 4,300 client relationships.