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.