Agenda


  • Tactical Investing
  • High Yield/Fixed Income Market

Speakers

Ryan Stallard.jpg

Ryan Stallard

Portfolio Analyst
Wilbanks Smith & Thomas

Ryan joined WST in 2018 as a Product Associate focused on WST Capital Management, the firm’s ETF strategist division, and was promoted to the role of Portfolio Analyst in 2019. He is responsible for distribution efforts, reporting and supporting communications with clients, intermediaries and data platforms with exposure to WSTCM’s products and various vehicles. In addition, he supports development of investment proposals and production of custom portfolio analysis within the firm’s sub-advisory line of business. He sits on the firm’s Investment Committee.

Ryan, a native of Virginia Beach, graduated from Old Dominion University with a bachelor’s in Business Administration, with a major in Finance and a Minor in Economics. He has passed the Chartered Financial Analyst Level I exam.

Roger Scheffel.jpg

Roger Scheffel, CPA

Principal, Portfolio Manager
Wilbanks Smith & Thomas

Roger is a Principal, Portfolio Manager and member of the firm’s Investment Committee. He also serves as Chief Investment Officer for WST Capital Management, the firm’s inhouse ETF strategist.

Before joining WST in 2009, Roger held relationship and portfolio management responsibilities at a global wealth management and investment banking firm. Prior to entering the financial services industry, he was a Senior Manager in Ernst & Young’s Private Client Services division.

A native of Texas, Roger graduated from St. Mary’s University with a Bachelor of Business Administration in Accounting. He is a member of the American Institute of CPA’s and the Personal Financial Planning Section and holds the Personal Financial Specialist credential. Roger has taught Portfolio Management to MBA candidates as an adjunct professor at a local university.

Current community activities include serving as a Board member of the Tidewater Community College Educational and the Robins Foundation. Roger also serves on the Investment Committees of the Tidewater Community College Educational Foundation and the Robins Foundation. Roger is a member of the 2001 Leadership Class with Lead Hampton Roads, a program of the Hampton Roads Chamber of Commerce.

Three Column Headline

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

Register Now

Three Column Text/Image Section

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

Four Column Text/Image Section

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Learn More

Image Right Module

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More

Image Left Module

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More

Image Right Module

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More

Image Left Module

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More

Video Right Module

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More

Video Left Module

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More

Video Right Module

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More

Video Left Module

sub-header

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More

sub-header

laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Learn More
CHARLOTTE
5925 Carnegie Blvd
Suite 500
Charlotte, NC 28209
VESTMARK CORPORATE HEADQUARTERS
100 Quannapowitt Pkwy
Suite 205
Wakefield, MA 01880
CAREERS

Join the Adhesion Wealth team and be part of a growing financial industry leader.

FOR FINANCIAL PROFESSIONAL USE ONLY. Adhesion Wealth Advisor Solutions, Inc. (“Adhesion Wealth”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of training or skill. Investing in securities is subject to inherent investment risks, including the potential loss of principal. Adhesion Wealth does not provide personalized investment or tax advice. Where information or data is presented that has been prepared by third parties, the source of such information will be cited, and these sources have been deemed to be reliable; however, Adhesion Wealth does not warrant or independently verify the accuracy of this information. Adhesion Wealth and any such third parties are separate and unaffiliated and are not responsible for each other’s policies, products or services. Reproduction in whole or in part in any form or medium without express written permission is prohibited. “Adhesion Wealth” and the Adhesion Wealth logo are registered trademarks. Other trademarks contained herein are the property of their respective owners. Adhesion Wealth believes that the information in this publication is accurate as of its publication date; however, such information is subject to change without notice. © 2021 Adhesion Wealth Advisor Solutions, Inc. All rights reserved.

UMAs are not suitable for all investors and should be evaluated for suitability by their Financial Professional prior to investing.