Adam Poole

Michael Penfield is the principal of Penfield Investments LLC, an independent advisory firm based in Central Point, Oregon. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Edward Jones and FanDistro. In addition to his advisory work, Penfield maintains a licensed insurance practice and dedicates a portion of his time to insurance product sales. Penfield Investments LLC provides ongoing asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a tailored investment process incorporating fundamental, technical, and charting analyses, offering both discretionary and non-discretionary engagement options while reviewing held-away retirement plan accounts.

Jason Burley is a CFP® with 17 years of experience in the financial services industry. He is the principal of Purpose First Financial, LLC, where he has worked since 2021. Prior to that, he spent 13 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also a licensed insurance agent offering insurance products independently. Purpose First Financial serves individuals, small businesses, and charities by providing comprehensive financial planning, portfolio management, retirement-plan advice, and investment consultation. The firm employs a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to create diversified, customized portfolios, and it offers educational workshops for clients and prospects.

Russell Mc Almond is a financial advisor at Rogue Russell Investments with 7 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Evergreen Capital Management, Inc., Rutherford Investment Management, and spent several years semi-retired. Rogue Russell Investments provides discretionary investment management and written financial planning services to pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth individuals. The firm constructs customized portfolios using individual stocks, bonds, ETFs, and no-load mutual funds, emphasizing diversification and cost awareness within a fiduciary framework.

Stephen Gerritz is the sole advisor at Gerritz Wealth Management, Inc. in Central Point, Oregon, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has operated his independent advisory firm since 1999. Gerritz Wealth Management provides active portfolio management and advisory services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs a tactical asset allocation strategy that integrates fundamental and technical analysis using proprietary timing tools to manage discretionary portfolios.

Josh Welch is a Series 65-credentialed financial advisor with 15 years of industry experience. He has been with Welch Investment Group, LLC since 2010, where he serves as one of two advisors. The firm provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. Welch Investment Group customizes portfolios using a mix of individual stocks, bonds, ETFs, and mutual funds, operating as a fiduciary with discretionary authority and emphasizing written, periodic communication and coordination with clients’ other professional advisors.

Sean Ealy is a CFA® charterholder with seven years of experience in the financial industry. He has been with Welch Investment Group, LLC since 2019, following a 24-year tenure at RVK, Inc. Welch Investment Group provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and retirement-rollover advice, operating as a fiduciary with a focus on written communications and coordination with clients’ other professional advisors.