Clearstead Trust LLC

We are thrilled to share that Clearstead has been named to CNBC's FA 100 List for 2024! This recognition underscores our entire team's hard work and dedication and our unwavering commitment to keeping our clients' best interests in mind through everything we do. "Being named to CNBC's FA 100 list is an honor and a testament to the hard work of our entire team and our commitment to keeping our clients' best interests in mind through everything we do. We are dedicated to providing objective, personalized advice that helps clients navigate the complexities of wealth management. This recognition further validates our mission to help clients meet their financial goals and achieve their aspirations." - Bradley Knapp, CFA, CAIA, President Thank you to our clients and partners—your continued trust and support have been instrumental in this achievement. Read the full press release here: https://hubs.ly/Q02RSkv90 #CNBC #WealthManagement #FinancialAdvisory Disclosure: CNBC is the recognized world leader in business news, providing real-time financial market coverage and business content consumed by more than 355 million people per month across all platforms. For this year’s FA 100 list, CNBC used its own methodology to rank registered investment advisors. The process involved analyzing data from the Securities and Exchange Commission regulatory database, starting with a broad list of RIA firms and narrowing it down to those meeting CNBC’s criteria. Firms that met the criteria were surveyed and provided detailed information about their practices, which was verified and used to create the top 100 list. Inclusion in this list does not evaluate the quality of services provided and is not indicative of Clearstead’s future performance. Clearstead and its employees did not pay any fee to CNBC for inclusion in this list. For more information about the rankings and methodology, please visit:

Part 2 of celebrating MDF's current Leadership Maine Flagstaff Class and their triumph this past week during the 3-day retreat at CAMP SKYLEMAR INC. The video below gives some sense of what these intrepid leaders take on during this session. Not for the faint hearted! But there are also moments of lightness and laughter! #Dirigo Thanks to our program partner Hurricane Island Outward Bound School! Tagging the 2nd half of the class below - well done all! Sophie Drew Haley Israelson, CPA ElleVet Sciences Keri Lyle Birch Collaborative @Kristopher MacCabe Maine Department of Inland Fisheries and Wildlife @Jen MacDonald Good Shepherd Food Bank Lisa Millette Island Institute Kenneth Morgan @Clearsted Trust Nate Osgood Hussey Seating Company @Marie Pelletier Finance Authority of Maine Belinda Ray Greater Portland Council of Governments Dan Reed SCORE Maine Jennifer Iacopino Richard Maine Community Foundation Mary Alice Scott Maine Association of Nonprofits (MANP) @Aaron Seinkiewicz MaineGeneral Health @Topaz Smith World Economic Forum Tamara StClaire MaineHealth Amy Steenstra Ethos Marketing and Design Andrea Tetzlaff Mainebiz Dustin Wlodkowski Central Maine Power Company Chris Wolfel The Roux Institute at Northeastern University Jennifer Wright The Jackson Laboratory Catherine Wygant Fossett Institute for Family-Owned Business Yellow Light Breen