Jason Jeffrey Hagen

Jacob Larue is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Savvy. He has previously worked with Focus Financial and Osaic Wealth, Inc. Larue is also a partner in Perspective 6 Wealth Advisors LLC and owns LaRue Financial Planning, LLC. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, offering customized, primarily index-based portfolios alongside active equity and tax-aware strategies. The firm integrates third-party fintech tools and specialized sub-adviser strategies while providing in-house tax preparation and estate-planning support.

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.

Byron Patton is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors and the Floyd County Board of Education since 2012 and has been affiliated with World Financial Group, Inc. since 2010. Outside of his advisory work, Patton serves as the head assistant baseball coach at Floyd County Board of Education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a large advisor network and multiple program platforms, implementing its advisory model primarily through model portfolios and third-party managers.