Connor Fanney is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He previously worked at Wilbanks Smith and Thomas Asset Management, LLC, and Cantor Fitzgerald & Co. He holds Series 63 and Series 65 licenses. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and uses a disciplined investment approach incorporating portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

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® with 37 years of industry experience, currently affiliated with Clearstead Advisory Solutions in Cleveland, OH. She is president and owner of Eileen M. Burkhart & Company, LLC and has been associated with Commonwealth Financial Network since 2002. Her other business activities include selling fixed insurance and serving as a trustee for her company’s 401(k) profit sharing plan. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies institutional investment disciplines across portfolios and offers a proprietary Direct Indexing strategy, managing approximately $33.9 billion in assets for over 4,300 client relationships.

Bruce Fenster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions since 2026. He previously worked for 14 years at MyCIO Wealth Partners, LLC. Fenster holds Series 63 and 65 licenses and is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across various account types, combining traditional and alternative strategies, proprietary optimization software, and ongoing portfolio oversight.

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 Series 65 registered advisor with Clearstead Advisory Solutions in Philadelphia, PA, and has eight years of industry experience. He previously worked at MyCIO Wealth Partners, LLC for nine years and spent one year with Northwestern Mutual. Clearstead serves affluent private clients and institutional clients, providing services including investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs an investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various 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, currently serving as a financial advisor at Clearstead Advisory Solutions with four years of industry experience. Her prior roles include positions at Wilbanks Smith & Thomas and The Vanguard Group, Inc. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm combines institutional investment disciplines with specialized capabilities such as the ClearAccess platform and proprietary Direct Indexing strategies.