Kristen Zigrang is a CFP® at Clearstead Advisory Solutions with experience dating back to 2011. She previously worked at Wells Fargo and Wilbanks Smith & Thomas before joining Clearstead. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships, utilizing a disciplined investment process that includes strategic asset allocation, manager research, and proprietary Direct Indexing strategies.

Robert Mundin is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and five years of industry experience. Prior to joining Clearstead in 2024, he worked at Wilbanks, Smith & Thomas Asset Management from 2020 to 2024 and has held positions in insurance and wealth management firms. 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 utilizes institutional investment disciplines across diversified portfolios with a range of investment vehicles and proprietary strategies.

Daniel Powell is a CFA® charterholder with 21 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024, following eight years at Wilbanks, Smith & Thomas Asset Management, LLC. Powell holds the Series 63 and Series 65 licenses. Clearstead serves affluent private clients and institutional investors, providing investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs institutional investment disciplines across a range of strategies and offers specialized services including a proprietary Direct Indexing strategy and pooled access to private managers.

Kurt Evertz is a financial advisor with Clearstead and Clearstead Advisory Solutions, holding a Series 65 license and four years of industry experience. He has worked at Clearstead Advisory Solutions since 2024 and also serves as a portfolio manager at Wilbanks Smith & Thomas Asset Management, where he manages three private fund investment vehicles. Prior to these roles, he has experience with Grant Thornton, Markel, and The College of William and Mary. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm utilizes institutional investment disciplines and proprietary strategies, managing approximately $33.9 billion in assets across a broad client base.

Wayne House is a financial advisor at Clearstead Advisory Solutions with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wilbanks Smith & Thomas Asset Management and Northwestern Mutual. He is a member of the Finance Committee at First Presbyterian Church in Durham, NC. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies institutional disciplines and offers a variety of investment options, including mutual funds, ETFs, separately managed accounts, and alternative investments, managing approximately $33.9 billion in assets.

Scott Mccluney is a CFP® and Series 65 credentialed advisor with 19 years of industry experience. He currently works at Clearstead Advisory Solutions and previously spent 25 years with Wilbanks, Smith & Thomas Asset Management LLC. 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 over 4,300 client relationships, using institutional disciplines and a mix of investment strategies including a proprietary Direct Indexing approach.

Wayne Wilbanks is a CFA® charterholder with 35 years of experience in the financial industry. He is currently with Clearstead Advisory Solutions and has been president of Wilbanks, Smith & Thomas Asset Management LLC since 1990. Outside of his advisory work, he is involved as a member of Guest House Holdings LLC, a substance abuse facility in Florida. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, and family office services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach using portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.