Clearstead; Clearstead Advisory Solutions

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 at Clearstead Advisory Solutions with four years of industry experience. He holds a Series 65 designation and previously worked at Wilbanks, Smith & Thomas Asset Management and Bankers Insurance. Clearstead serves affluent private clients and institutional investors, offering services including investment management, financial and tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets across a 59-advisor team and employs an investment process that incorporates portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Daniel Powell is a CFA® credentialed financial advisor with over 21 years of industry experience. He currently works at Clearstead Advisory Solutions and previously spent eight years at Wilbanks, Smith & Thomas Asset Management. Clearstead serves both affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm uses institutional portfolio analytics and manager research combined with a variety of investment vehicles and proprietary strategies to manage approximately $33.9 billion in assets across more than 4,300 client relationships.

Sugarsuren Byambasuren is a financial advisor at Clearstead Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has worked at firms including The Clarius Group, Cornucopian Capital Management, Blue Wood Capital, and Hall Capital Partners. Clearstead serves affluent private clients and institutional investors, offering services such as investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships and applies institutional disciplines in its investment approach, using a variety of strategies including mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

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 has held roles at Wilbanks Smith & Thomas Asset Management and Grant Thornton, among others. Evertz manages three private fund investment vehicles in addition to his advisory work. Clearstead serves affluent private clients and institutional investors, offering a range of services including investment management, financial planning, and institutional consulting. The firm uses institutional investment disciplines and a variety of strategies across client accounts, managing approximately $33.9 billion in assets through a 59-advisor team.

Keith Vernon is a CFA® charterholder with 27 years of industry experience, currently serving at Clearstead Advisory Solutions. Prior to joining Clearstead in 2026, he spent 11 years at The Clarius Group, LLC. He holds Series 63 and Series 65 licenses. 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 and employs an investment process that integrates institutional disciplines across various account types, utilizing a range of investment vehicles including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Wayne House is a financial advisor at Clearstead Advisory Solutions with 13 years of industry experience. He previously worked at Wilbanks Smith & Thomas Asset Management and Northwestern Mutual in various capacities. He serves on the Finance Committee of First Presbyterian Church in Durham, NC. Clearstead serves both affluent private clients and institutional clients, offering a range of services including investment management, financial planning, tax planning, and family office administration, with over $33.9 billion in assets under management across a 59-advisor team.

Nancy Cook is a financial advisor at Clearstead and Clearstead Advisory Solutions with 15 years of industry experience. She holds a Series 65 designation and has been with Hartland & Co. since 2012. 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, strategic asset allocation, and a proprietary Direct Indexing strategy.

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 and financial advisor with six years of industry experience. He is currently with Clearstead and previously worked at The Clarius Group and HRK Investments. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax services, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs institutional investment disciplines across a range of strategies and 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 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.

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® with 16 years of industry experience, currently serving at Clearstead Advisory Solutions. Her prior experience includes roles at The Clarius Group, Freestone Capital Management, BELR Capital, and Bronfman E.L. Rothschild. Clearstead serves affluent private clients and institutional investors, offering investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and emphasizes an institutional investment approach that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.