Joshua Joiner is a financial advisor at Anchor & Oak Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Global Investment Advisory LLC and Vere Asset Management. Outside of finance, he owns and operates Ax House, LLC, an entertainment company. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management and advisory services to individual clients and employee benefit plans. The firm offers various financial planning options and uses a combination of firm model portfolios and third-party managers to implement client strategies.

Mark Collinsworth is a financial advisor with Anchor & Oak Wealth Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Global Investment Advisory and Vere Global Wealth Management and currently serves as CEO of Vere Global Insurance Group. Additionally, he is Chief Executive Investment Officer for Gjallarhorn Capital Inc and Senior Portfolio Manager for Mimir's Well LP, both incubator hedge funds. Anchor & Oak Wealth Advisors, LLC offers discretionary portfolio management and pension consulting services to individual clients and employee benefit plans. The firm employs a range of analytical methods and uses model portfolios and third-party managers to implement client strategies.

Melissa Perez Leblanc is a financial advisor at Anchor & Oak Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Girard Securities and Global Investment Advisory. Leblanc is also the owner of Leblanc Wealth Management Group, an investment-related business. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management to individuals and advisory and pension consulting services to employee benefit plans, using model portfolios and third-party managers as part of its investment approach.

Kenneth Cagnolatti is a CFP® with four years of industry experience, currently serving as an advisor at Anchor & Oak Wealth Advisors, LLC. Prior to joining Anchor & Oak, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management to individual clients along with advisory and pension consulting services for employee benefit plans. The firm uses a combination of model portfolios and third-party money managers to implement client strategies, applying methods such as modern portfolio theory and fundamental and technical analysis.