Clearstead Advisors, LLC

CLEARACCESS

CLEAR ACCESS;Financial investment services, namely, providing private client and institutional investors with investment opportunities in third party managed illiquid alternative asset funds;

CLEARSTEAD

CLEAR STEAD;Institutional financial advisory services via traditional consulting and discretionary service models, namely, financial portfolio management, financial planning, financial management advice and consulting, asset allocation and investment management advice; private client financial advisory services, namely, financial portfolio management, financial planning, financial management advice and consulting, asset allocation and investment management advice; family office services, namely, bill payment coordination and money movement coordination;Private client wealth management services, namely, integrated tax planning and tax preparation; family office services, namely, bookkeeping, partnership accounting, and trust accounting;

CLEARSTEAD PRISM OCIO

CLEAR STEAD PRISM OCIO;Providing outsourced portfolio management solutions to clients in the nature of financial portfolio management services via a discretionary service model, namely, investment policy design and review, asset allocation, portfolio construction, portfolio rebalancing, portfolio risk management, portfolio performance reporting, and coordination and execution of portfolio account transactions;OCIO;