Lisa Rosenberg

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.

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.

Cameron Marzi is a Series 65-licensed financial advisor with Rogue Advisors, LLC, based in Grants Pass, OR. He has four years of industry experience, including a prior role at DoorDash, and has been with Rogue Advisors since 2021. Outside of his advisory work, Marzi is involved in social media marketing, assisting companies with their marketing efforts on a part-time basis. Rogue Advisors is a fee-only registered investment adviser serving individuals, retirement plans, trusts, and business entities. The firm primarily uses passive, diversified model portfolios composed of index mutual funds and ETFs, and provides a range of fiduciary and participant-level advisory services.

Greyson Back is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to his advisory career, he worked for eight years at Dutch Bros. Coffee and served as Chief Compliance Officer at PrimaryHealth from 2014 to 2017. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.