Luke Scanlan is a financial advisor at Clearstead Advisory Solutions with four years of industry experience. He holds the CFA® designation and the Series 63 license. His prior experience includes roles at Wilbanks, Smith & Thomas Asset Management and Fidelity Investments. 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 disciplines such as portfolio analytics and strategic asset allocation across client accounts and manages approximately $33.9 billion in assets through a team of 59 advisors.

Erin Abate is a financial advisor at Clearstead Advisory Solutions with a Series 65 credential and several years of related experience, including roles at Wilbanks Smith and Thomas Asset Management LLC and Wholesale Screening Solutions. Prior to her advisory career, she worked in education at the University of Maryland and Howard Community College, and also has experience in the salon industry. Clearstead serves affluent private clients and institutional investors, managing approximately $33.9 billion in assets across more than 4,300 client relationships. The firm applies institutional investment disciplines and offers a variety of services including portfolio management, financial planning, and family office administration.

Caitlin Monahan is a financial advisor at Clearstead with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at UBS Financial Services and Fidelity, where she worked for a total of 11 years before joining Clearstead. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm applies institutional disciplines with a range of investment strategies, managing approximately $33.9 billion in assets across over 4,300 client relationships.

Sophia Ivancich is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at firms including R. W. Baird and Cambridge Investment Research Advisors. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm employs an institutional investment process across various account types, utilizing a mix of mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.