Gary Reed Stratton

Craig Coker is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Allstate Financial, and Wells Fargo Clearing. Outside of his advisory work, he is a part owner of Autumn Shade Farm, where he assists with general upkeep. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

Geoffrey Smarte is a Series 66-licensed financial advisor with Advisory Services Network, LLC, where he has worked since 2020. He has 18 years of industry experience, including nine years at Fisher Investments. Beyond his advisory role, he serves as chairman of Smarte Investments, a charitable organization that provides donations and scholarships to students and families. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing varied securities and investment strategies tailored to client objectives and risk tolerances.

Natalie Thomas is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her career includes roles at Osaic Wealth Inc, Capital Financial Advisors, CTM Financial Group LLC, and Charles T. Mitchell Company PLLC. She also operated a business called Candi's Closet from 2021 to 2022. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and specialized offerings like annuity sub-account management and donor-advised fund advisory.

Robert Groce is a CFP® professional with six years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., Wilkerson Financial, and LPL Financial. Outside of his advisory work, he owns and operates a cattle farm and serves on the boards of the Franklin County Community Fund and Josephine Sculpture Park, in addition to participating on the finance committee of Hillcrest Baptist Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models with portfolios managed via a combination of proprietary and third-party platforms.

David Wood is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and a Series 63 license, with 33 years of industry experience. His prior firms include Arbor Point Advisors, Securities America, Inc., and Lincoln Financial, among others. Wood is also involved with CTM Financial Group in advisory and insurance sales capacities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm utilizes multiple advisory program models and provides access to alternative investments and affiliated services through its platform network.

Sarah Green Robinson is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and FSC Securities Corporation. Outside of her advisory role, she serves as an assistant coach for the girls' basketball team at Westridge Elementary and provides bookkeeping support for her family’s farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.