Clearstead; Clearstead Advisory Solutions

Kristen Zigrang is a CFP® professional at Clearstead Advisory Solutions with 15 years of industry experience. She previously worked at Wilbanks Smith & Thomas and Wells Fargo before joining Clearstead in 2024. 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 across more than 4,300 client relationships and employs a disciplined investment process combining portfolio analytics, strategic asset allocation, and diversified investment vehicles.

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.

Scott Snow is a CFP® with 26 years of industry experience. He has been with Clearstead since 2022 and previously operated his own advisory firm, Scott Snow (Financial Advisors) LLC, from 2005 to 2022. 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 uses an institutional investment process across a range of strategies and account types.

Kurt Evertz is a financial advisor at Clearstead Advisory Solutions with a Series 65 credential and four years of industry experience. He previously worked at Wilbanks Smith & Thomas Asset Management, where he managed three private fund investment vehicles. 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 employs an institutional investment process using a range of strategies including mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Keith Vernon is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 after 11 years at The Clarius Group, LLC. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, and family office services. The firm employs institutional disciplines such as portfolio analytics and manager research, offering a range of investment vehicles including a proprietary Direct Indexing strategy.

Wayne House is a financial advisor with Clearstead Advisory Solutions, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Wilbanks Smith & Thomas Asset Management and Northwestern Mutual. He serves on the Finance Committee of First Presbyterian Church in Durham, NC. Clearstead serves affluent private clients and institutional clients with 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 investment disciplines across a variety of investment vehicles and strategies.

Paul Bracaglia is a financial advisor at Clearstead with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for MyCIO Wealth Partners, LLC for 19 years. He is also associated with Brill Ventures, a separate business activity ongoing for over three decades. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax services, and family office administration. The firm employs an institutional investment process across a variety of account types and offers specialized capabilities, including a proprietary Direct Indexing strategy and pooled access to private managers.

Nancy Cook is a Series 65-licensed financial advisor with Clearstead Advisory Solutions, based in Beachwood, Ohio. She has 16 years of industry experience, including 14 years at Hartland & Co. Clearstead serves affluent private clients and institutional clients by offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets and utilizes a disciplined investment process that includes portfolio analytics, manager research, strategic asset allocation, and proprietary Direct Indexing strategies.

Jean Heath is a financial advisor with Clearstead and Clearstead Advisory Solutions, holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior work includes 21 years at Brinker Capital Securities, Inc. and six years with Envestnet Asset Management, Inc. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, employing a disciplined investment process that incorporates portfolio analytics, manager research, and strategic asset allocation.

Jarred Chamberlain is a CFA® charterholder with seven years of experience in financial advisory roles. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 following eight years at The Clarius Group and six years at HRK Investments. Clearstead serves affluent private clients and institutional investors, offering comprehensive 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 integrates portfolio analytics, manager research, and strategic asset allocation across various account types.

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 industry experience. He is currently with Clearstead Advisory Solutions and was previously with Wilbanks, Smith & Thomas Asset Management LLC for 34 years. Outside of his advisory role, he is involved with a substance abuse facility in Florida as a member of Guest House Holdings LLC. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial planning, tax services, and family office administration. The firm applies institutional investment disciplines across accounts and implements diverse strategies including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing approach.

John Marino is a CFP® professional with 21 years of industry experience. He has worked at Hartland & Co. since 2011 and is currently affiliated with Clearstead Advisory Solutions in Beachwood, OH. 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 process that includes portfolio analytics, strategic asset allocation, and a proprietary Direct Indexing strategy.

Stephanie D'ippolito is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at firms including The Clarius Group, Freestone Capital Management, and Bronfman E.L. Rothschild. Clearstead serves affluent individuals, families, and institutional clients by offering investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and uses an institutional investment process with strategic asset allocation, proprietary Direct Indexing, and a variety of investment vehicles.