Tyler Scott Henderson

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.

Dinah Bird Westerfield is a CFP® with 14 years of industry experience. She is currently with Keating Financial Advisory Services and previously worked at CAPTrust, PNC, and Blackrock Fund Advisors, among other firms. Outside of her advisory role, she is the sole owner and President of River Inc., operating Baker-Bird Winery & Distillery. Keating Financial Advisory Services provides investment advisory, modular financial planning, and retirement-plan consulting to a diverse client base including individuals, institutions, and nonprofit organizations. The firm offers both discretionary and non-discretionary strategies, combining traditional and independent investment solutions delivered by a multi-advisor team.

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.

Kelley Niehaus is a financial advisor with Fifth Third Securities, Inc. in Alexandria, Kentucky. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Justin Black is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2017. His previous positions include roles at Fidelity Brokerage Services LLC and Frey Electric. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and caters to a broad client base including corporations, trusts, and retirement accounts.

Nicholas Panaro is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a portfolio solutions digital offering available by invitation to employees. The program uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.