Gerald Mcgill is a CFA® charterholder with 30 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2025. His prior roles include positions at Raymond James & Associates, Cornerstone Investment Partners, LLC, and Citigroup Global Markets. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, estates, foundations, businesses, and other registered investment advisors. The firm manages approximately $786.7 million in assets and constructs customized portfolios using a mix of individual stocks, ETFs, mutual funds, private and alternative investments, employing fundamental and technical analysis alongside periodic performance reporting.

Taylor Fairman is a CFA® charterholder with 21 years of industry experience. He currently serves at Eagle Rock Investment Company, LLC, where he has worked since 2021, following prior roles at Cornerstone Investment Partners, LLC, Worthscape, LLC, Apogee Wealth Management, LLC, and Hirtle & Co., LLC. Mr. Fairman is dually registered on a transitional basis with both Eagle Rock Investment Company, LLC and Cornerstone Investment Partners, LLC. Eagle Rock Investment Company provides wealth management, discretionary portfolio management, financial planning, and 3(21) retirement plan advisory to individuals, high-net-worth clients, families, trusts, estates, foundations, businesses, and other registered investment advisors. The firm manages approximately $786.7 million in assets with a small advisory team, offering customized portfolios that may include individual stocks, ETFs, mutual funds, private and alternative investments, and employs both fundamental and technical analysis.

Cameron Clement is a CFA® charterholder with 11 years of industry experience. He is currently with Eagle Rock Investment Company, LLC, where he has worked since 2021, and previously spent nine years at Cornerstone Investment Partners, LLC. Eagle Rock Investment Company, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, foundations, businesses, and other registered investment advisors. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct discretionary portfolios and manages approximately $660 million in client assets.