Dinah Frances Bird Westerfield

Tyler Henderson is a Certified Financial Planner® with 17 years of industry experience. He is currently with Monterey Wealth, where he has worked since 2022, following previous roles at Oxford Financial Partners and MML Investors Services Inc. His credentials include the CFP® and Series 63 designations. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension and profit-sharing plans. The firm employs a range of strategies tailored to client objectives, including asset allocation, dollar-cost averaging, and both short- and long-term purchase approaches.

Matthew Yerkes is a financial advisor at Shea Financial Advisors in New Richmond, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Shea Financial Advisors since 2015. Shea Financial Advisors provides fee-only financial planning and discretionary investment management primarily to individuals and families, emphasizing a long-term, buy-and-hold investment approach with strategic asset allocation across various equity classes and fixed income. The firm integrates tax planning and preparation into many engagements and manages accounts on a discretionary basis, occasionally delegating to independent managers while maintaining oversight.

Donald Jump is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2017, following eight years at Tuttle Wealth Management and over four decades at his own CPA firm, Donald M Jump & Company. Outside of advising, he serves as treasurer for the Christian Business Men's Committee and a local homeowners association. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both model and customized portfolios with a variety of investment strategies tailored to client objectives and risk tolerance.

James Albrecht Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Independent Financial Group since 2005 and is also a 50% owner and officer of Campbell Pension Services, which provides third-party administrator and consulting services for defined contribution retirement plans. Albrecht serves as trustee for several family trusts. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of investment adviser representatives.

James Herrick is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He has held various roles within Fidelity since 2015, including Benefits Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, and High Net Worth Associate. His work focuses on collaboration, education, and personalization to create holistic and flexible planning experiences. He aims to help individuals and their families progress toward their goals by co-creating plans tailored to their unique life journeys. Outside of his professional responsibilities, James has interests in fitness, food, outdoor adventures, parenthood, and traveling.

Clifford Brown is a financial advisor with Charles Schwab in Butler, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors for a total of 14 years before joining Schwab in 2021. Outside of advising, he owns Prime Vibes Meditation, where he teaches meditation classes and produces related content, and serves as a brand ambassador for Raw Nutrition. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.