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.

Ellen Anderson is a financial advisor at Clearstead and Clearstead Advisory Solutions with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Tull Financial Group, Inc. and Wilbanks Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and applies institutional disciplines and a mix of investment strategies, including a proprietary Direct Indexing approach.

Kenneth Briscoe III is a financial advisor at Clearstead Advisory Solutions with one year of industry experience. He holds the Series 65 designation and previously worked at myCIO Wealth Partners, LLC and has a diverse background including roles at Sweat Fitness, the University of Delaware, and Tybout Redfearn & Pell. Clearstead serves affluent private clients and institutional clients, managing approximately $33.9 billion in assets across more than 4,300 client relationships. The firm applies institutional investment disciplines using a variety of strategies and offers specialized services including family office administration, institutional consulting, and proprietary investment platforms.

Owen Morrow is a financial advisor at Clearstead and holds a Series 65 designation with five years of industry experience. His prior roles include seven years at Cerity Partners LLC and one year at Summit Wealth Partners, LLC. Before entering the financial advisory field, he worked at The Ohio State University for four years. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs institutional investment disciplines across a range of asset types and manages approximately $33.9 billion in assets with a 59-advisor team.

Betsy Cole is a financial advisor at Clearstead with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including The Clarius Group, Highland Private Wealth Management, Newground Social Investment, and D.A. Davidson & Co. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs an investment process that includes portfolio analytics, manager research, and strategic asset allocation.

Mark Warden is a financial advisor at Clearstead Advisory Solutions with 24 years of industry experience. He holds a Series 65 designation and previously worked for Wilbanks, Smith & Thomas Asset Management LLC for 23 years. Outside of his advisory role, he serves as vice president of Nansemond Ventures LLC, a family-owned investment firm. 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 employs an investment process that incorporates portfolio analytics, manager research, strategic asset allocation, and a proprietary Direct Indexing strategy.

David Rubis is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Hightower Advisors LLC, WealthTrust Fairport, LLC, HPM Partners LLC, and Spero-Smith Investment Advisers, Inc. Outside of his advisory role, he serves as the Director of Finance for the Polish Veteran's Alliance Inc., a nonprofit organization in Cleveland, Ohio. 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 employs an investment process that incorporates portfolio analytics, manager research, and strategic asset allocation across various account types, utilizing mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Brianna Shughrou is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and 18 years of industry experience. She worked at Wilbanks, Smith & Thomas Asset Management LLC from 2006 to 2024 before joining Clearstead. Outside of her advisory role, she is associated with Shughrou LLC, a holding company for rental properties in Georgia. 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 process that incorporates portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Cameron Lamarche is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Clearstead. His prior experience includes roles at The Clarius Group and Threshold Group. 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 employs a disciplined investment process that incorporates portfolio analytics, strategic asset allocation, and a mix of investment vehicles including mutual funds, ETFs, and a proprietary Direct Indexing strategy.

Emily Erhart is a financial advisor at Clearstead Advisory Solutions with three years of industry experience. She holds a Series 65 designation and has previously worked at Cbiz, Valmark, Cohen & Co, and the University of Akron. Clearstead serves both 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 across a 59-advisor team and employs an institutional approach to portfolio management, utilizing a variety of investment vehicles and proprietary strategies.

Sue Sewell is a financial advisor at Clearstead and Clearstead Advisory Solutions with eight years of industry experience. She holds a Series 65 designation and has worked previously at The Clarius Group, LLC and Seattle Bank. 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 uses a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment products.

Ryan Stallard is a financial advisor at Clearstead Advisory Solutions with four years of industry experience. He holds a Series 65 designation and has worked at Wilbanks Smith & Thomas Asset Management since 2018, focusing on portfolio analysis and mutual fund oversight alongside his current role. 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 applies institutional disciplines across accounts, offering a range of investment vehicles including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Stephen Bowery is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024. Prior to this, he spent four years at Wilbanks Smith and Thomas Asset Management and 19 years at Virginia Capital Strategies. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across its discretionary and non-discretionary accounts and manages approximately $33.9 billion in assets through a team of 59 advisors.

Matthew Kolenich is a financial advisor at Clearstead with 21 years of industry experience. He holds a Series 63 designation and has previously worked at USI Securities, USI Advisors, Kestra Financial Services, and Chapman & Chapman Advisors. 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 uses an investment process that combines portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

David Elliott is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions. He has also held portfolio management and advisory roles at Wilbanks, Smith & Thomas Asset Management since 2001 and serves as Assistant Vice President at Lafayette Advisor, 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 employs an institutional investment process using mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy, and manages approximately $33.9 billion in assets across 59 advisors.

Tiffany Andersen is a CFA® charterholder with 10 years of industry experience. She is currently with Clearstead Advisory Solutions and previously worked for The Clarius Group, LLC. Andersen is based in Seattle, WA. 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 applies institutional investment disciplines across a variety of account types, utilizing mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

David De Salvo is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Clearstead Advisory Solutions and previously worked at Balanced Wealth Group LLC and Ameriprise Financial Services. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, and family office services. The firm employs an institutional investment process featuring portfolio analytics, manager research, and strategic asset allocation across various investment vehicles, supported by in-house capabilities such as the ClearAccess platform and proprietary Direct Indexing strategies.

Thomas McNally is a CFA® charterholder and holds a Series 65 license, with 21 years of experience in the financial industry. He is currently affiliated with Clearstead Advisory Solutions and has served as a portfolio manager and analyst at Wilbanks, Smith & Thomas Asset Management since 2005. 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 process across various account types and offers access to alternative investments, proprietary Direct Indexing strategies, and specialty platforms such as ClearAccess.

Jeffrey Pierce is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He previously worked at The Clarius Group, LLC and Fisher Investments, and spent four years at Washington State University. 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 uses an institutional investment process across a variety of account types, including a proprietary Direct Indexing strategy and specialized platforms like ClearAccess.

Lawrence Bernert III is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions, joining in 2024 after nearly three decades at Wilbanks, Smith & Thomas Asset Management LLC. 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 institutional disciplines and a range of investment strategies, including a proprietary Direct Indexing approach and access to private managers through the ClearAccess platform.