Patrick Kelly

Jacob Larue is a CFP® with seven years of industry experience, currently serving as a financial advisor at Savvy since 2025. He previously worked at Focus Financial and OSAIC, with a background that includes roles in financial planning and investment analysis. Larue is also involved in entrepreneurial activities through ownership of LaRue Financial Planning, LLC, and partnership in Perspective 6 Wealth Advisors LLC, where he manages administrative and tax-related functions. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. The firm employs a blended investment approach combining index-based core strategies with tailored solutions such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models.

Craig Coker is a financial advisor at Silver Oak Securities, Incorporated with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he has worked at Cantella & Co., Inc., Allstate Financial, and Independent Financial Group. Outside of advising, he is part owner of Autumn Shade Farm, where he contributes to general upkeep and maintenance. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm provides individualized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis through a network of over 100 financial professionals.

Geoffrey Smarte is a Series 66-licensed financial advisor at Advisory Services Network with 17 years of industry experience. He previously worked at Fisher Investments for nine years before joining Advisory Services Network in 2020. Outside of his advisory role, he serves as chairman of Smarte Investments, a charitable organization providing donations and scholarships to students and families. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

Jason Hagen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has a diverse professional background that includes roles in the airline industry as well as leadership positions in multiple financial and real estate-related businesses. Outside of his advisory work, he serves as president of MSI Financial Group, a residential and commercial property and casualty company. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment management and offers a range of advisory and brokerage services through a large network of advisors and multiple program platforms.

Daniel Mcgowan is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with PNC Wealth Management since 2010. Outside of his advisory role, he owns a vacation rental property in Smyrna Beach, Florida. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio program available by invitation to PNC Bank employees. The firm uses algorithm-driven strategies implemented through mutual funds and ETFs with annual rebalancing, and delegates portfolio execution and proxy voting to third-party providers.

Jonathan Daniels is a financial advisor with PNC Wealth Management in Richmond, KY. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Mass Mutual and Metlife Securities Inc. before joining PNC Investments in 2017. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available as an invitation-only pilot for employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.