Raymond Jenkins Jr. is a Series 66 licensed advisor with 19 years of industry experience. He is currently with Live Oak Wealth Management, LLC and also serves as principal and manager of WeInsure Smart, LLC, a property and casualty insurance agency. His prior experience includes roles at Purshe Kaplan Sterling Investments, Securities America Advisors, and Live Oak Financial Group. Live Oak Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and other advisory firms. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods to manage diversified portfolios on a discretionary basis, tailored to each client's needs.

Stephen Satterlee is a financial advisor with Live Oak Wealth Management, LLC in Covington, LA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Simplicity Investments, Purshe Kaplan Sterling Investments, and Securities America Advisors, among others. Outside of advising, he is involved in several business management roles, including serving as president of Morning Star Strategic Management, Inc. and managing member of Thousand Oaks, LLC. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate-planning reviews to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses a long-term, quantitatively informed investment approach and manages portfolios including equities, fixed income, alternatives, and insurance products on a discretionary basis.

Daniel Haar is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaches soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management, financial planning, and estate planning for individuals, charitable organizations, and business entities. The firm uses a blend of fundamental and quantitative analysis within a long-term, discretionary investment approach and offers access to a broad range of instruments including equities, fixed income, alternatives, and insurance products.