Joshua Joiner is a financial advisor at Anchor & Oak Wealth Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Global Investment Advisory LLC, Camalu Capital, and Vere Asset Management. Outside of finance, he owns and operates Axe House, LLC, an entertainment company. Anchor & Oak Wealth Advisors focuses on discretionary portfolio management, financial planning, and qualified retirement plan consulting primarily for plans, RIAs, corporations, charities, and institutional clients. The firm uses a combination of fundamental and technical analysis alongside model portfolios and third-party money managers to align investments with client objectives.

Mark Collinsworth is a financial advisor with Anchor & Oak Wealth Advisors in Collierville, TN, holding a Series 66 designation and 23 years of industry experience. He has previously worked at Global Investment Advisory and the Stanford Group Company, among others. Outside of his advisory role, he serves as CEO of Vere Global Insurance Group and is Chief Executive Investment Officer at Gjallarhorn Capital Inc., an incubator hedge fund. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting primarily to institutional clients, including plans, corporations, and charities. The firm utilizes a combination of fundamental and technical analysis, model portfolios, and third-party money managers to implement its investment strategies.

Melissa Perez Leblanc is a financial advisor at Anchor & Oak Wealth Advisors with seven years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Global Investment Advisory, Girard Securities, GFS Advisors LLC, and Stanford Group Company. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting, primarily serving plans, registered investment advisers, corporations, charities, and institutional clients. The firm uses a combination of fundamental and technical analysis within model portfolios and allocates assets to third-party managers to meet client objectives.

Kenneth Cagnolatti is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Anchor & Oak Wealth Advisors, where he has been since 2026. Prior to this, he spent five years with Wells Fargo Clearing Services and one year at Wells Fargo Bank. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm primarily serves plans, other RIAs, corporations, charities, and institutional clients, using a combination of fundamental and technical analysis, modern portfolio theory, and model portfolios in their investment approach.