Raymond Jenkins Jr. is a financial advisor with Live Oak Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Edward Jones and Purshe Kaplan Sterling Investments, Inc., among others. He is also the principal owner and manager of WeInsure Smart, LLC, a property and casualty insurance agency. Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm manages approximately $57 million in discretionary assets and uses fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach.

Stephen Satterlee is a financial advisor at Live Oak Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments. Outside of advising, he manages several non-investment businesses, including retirement planning and business management entities. Live Oak Wealth Management, LLC provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm utilizes individualized Investment Policy Statements and employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach.

Daniel Haar IV is a financial advisor at Live Oak Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Securities America Advisors. Outside of advising, Haar is involved in organizing volleyball tournaments and coaching soccer at Northlake Christian School. Live Oak Wealth Management provides discretionary portfolio management and financial and estate planning services to individuals, charitable organizations, and business entities. The firm manages approximately $57 million in discretionary assets and uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation.