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.

Cory Youmans is a financial advisor at Welch Investment Group, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Fisher Investments for 13 years before joining Welch Investment Group. Welch Investment Group provides discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and pension consulting clients. The firm manages approximately $263.8 million across about 387 client relationships, offering tailored portfolios that emphasize diversification, cost-aware administration, and coordination with clients’ accountants and attorneys.