Jennifer Rushing is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at Silver Oak Securities, Inc. since 2024 and previously held roles at OSAIC, Securities America, Inc., Ladenburg Thalmann Asset Management, Securities Service Network, and Perfect Serve. Outside of her financial advisory work, she officiates soccer games in Knox County and delivers Walmart groceries through the Spark Driver app. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs that emphasize customized, primarily discretionary investment management tailored to client objectives and risk tolerances.

Lori Barone is a CFP® with 28 years of industry experience, currently affiliated with Silver Oak Securities, Inc. She has previously worked at Securities America Advisors, Inc. and Securities Service Network, Inc. Barone also operates Barone Financial Group, Inc., an independent financial professional firm offering investment advice and financial planning services. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs focusing on discretionary, customized investment management aligned with client objectives and risk tolerances.

Clarence Daniels is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior positions include roles at Private Client Services, LLC, Securities America Advisors, and First Tennessee Bank. Outside of his advisory work, he has worked part-time stocking medical items at a distribution center. Silver Oak Securities, Inc. serves individual, corporate, and institutional clients through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives, emphasizing discretionary investment management and operational features like ongoing model monitoring and automated investments.

Michael Jones is a financial advisor at Silver Oak Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Big Rock Wealth Advisors, Cantella and Co., Inc., and Edward Jones. Outside of his advisory work, he serves as an assistant baseball coach for Walter M Williams High School. Silver Oak Securities, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers multiple advisory programs tailored to client objectives, with a focus on discretionary investment management and automated model-based portfolio implementation.

David Melendy is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. He is also involved in lining soccer fields for a local recreational adult soccer club. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other entities through a sizable network of financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Zachary Zettergren is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Silver Oak Securities, Inc. since 2021. He previously worked at Next Financial Group Inc for ten years and has operated Zettergren Financial Group since 1998. Outside of financial advisory, he owns Double Z Autos LLC, which rents automobiles on the Turo platform. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, and business entities through a network of over 100 financial professionals. The firm offers a variety of advisory programs with a discretionary, customized approach to investment management tailored to client objectives and risk tolerances.

Grafton Newman Jr. is a financial advisor with Silver Oak Securities, Inc. holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. His career includes long-term roles with William E. Hopkins & Associates, Inc., Guardian Life Insurance Company, and independent brokerage and insurance services dating back to 1985. He also operates an insurance business focused on life insurance, fixed annuities, and long-term care. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Zachary Buckland is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. with 14 years of industry experience. He has been with Silver Oak Securities since 2011. Outside of his advisory role, he is a partner at D&B Accounting & Financial Group, PLLC, where he is involved in tax preparation and planning. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, and estates through a network of about 101 financial professionals. The firm offers various advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Robert Voegeli is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 63 designations, and has 49 years of industry experience. He has worked at Silver Oak Securities since 2006 and has been affiliated with Connecticut Mutual Life Insurance since 1976. Voegeli is also the proprietor of Financial Service Associates, a business focused on insurance and investment product sales. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs featuring primarily discretionary investment management tailored to client objectives and risk tolerances, supported by proprietary operational platforms and methods.

Sean Biven is a financial advisor at Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 designation with 11 years of industry experience. He has worked at Silver Oak Securities since 2018 and previously at Securities Service Network, Inc. from 2015 to 2018. In addition to his advisory role, Biven operates Biven Insurance, Inc. as an independent insurance agent and serves as Vice President of Programming for the nonprofit Sigma Phi Epsilon Kentucky Beta alumni group. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, utilizing technology platforms and model-based investment strategies.

Michael Moffitt is a financial advisor with Silver Oak Securities, Inc. in Creston, IA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His background includes roles at LPL Financial, Advantage Investment Management LLC, and long-standing involvement with Cornerstone Financial Group, where he also provides business planning and coaching services. Moffitt is a farm owner and manager and serves as a volunteer and past president of the Union County Development Association, a local nonprofit focused on economic development. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with technology-driven operational features.

Curtis Stoltzfus is a CFP® with 31 years of industry experience, currently with Silver Oak Securities, Inc. since 2023. His prior experience includes roles at Sevenoneseven Capital Management, American Portfolios Financial Services, Ambassador Advisors, and Equitable Advisors. He also owns and operates Stoltzfus Advisory, a financial planning firm. Silver Oak Securities serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers multiple advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Dwight Kimber is a financial advisor with Silver Oak Securities, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked at Silver Oak since 2009 and previously held positions at Harbour Investments, Inc., Berthel, Fisher & Company Financial Services, Inc., and Next Financial Group, Inc. Outside of his advisory role, Kimber is an independent insurance agent and serves as treasurer for St. Germain Evangelical Free Church; he also holds a volunteer board position and works as a groomer for the Sayner Barnstormers Snowmobile Club. Silver Oak Securities, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a multi-team network. The firm offers a range of advisory programs focused on discretionary, tailored investment management that incorporates individual securities, model portfolios, and a systematic investment process.

Craig Coker is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Allstate Financial, and Wells Fargo Clearing. Outside of his advisory work, he is a part owner of Autumn Shade Farm, where he assists with general upkeep. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

John Banko is a financial advisor with Silver Oak Securities, Inc. holding a Series 66 designation and 23 years of industry experience. He has held roles at William E. Hopkins & Associates, Inc., Penn Mutual, Signator Investors, Inc., and Equitable Advisors. Outside of his advisory work, he serves as Chief Financial Officer at SchoolSAFE, Inc., a position he has held since 2019. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances.

Preston Christian is a financial advisor at Silver Oak Securities, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. His prior experience includes roles at Ameriprise, Citizens Securities Inc., Woodbury Financial Services Inc., Hancock/Whitney Bank, and Capital One Investment Services. He is also involved with Armor Financial Group, operating as an independent financial professional. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs emphasizing discretionary investment management tailored to client objectives, supported by operational features such as ongoing model monitoring and automated investment processes.

David Over Jr. is affiliated with Silver Oak Securities, Inc. and holds a Series 66 designation. He has been working in the financial industry since 2023, including his current role at Silver Oak Securities since 2025. Prior to this, he held positions at Coram Deo Advisors and Deerfoot Lodge, as well as retail experience at Target. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, combining financial professional-directed portfolios, UMA models, and fixed-fee services, supported by operational features like ongoing model monitoring and automated investment processes.

Michael Jones is a CFP® and ChFC® with 37 years of industry experience. He has been with Silver Oak Securities, Inc. since 2019 and previously worked at Cambridge Investment Research and LPL Financial. He serves on the board of Mercy Academy in Louisville, KY, where he participates on the finance committee. Jones also operates a life coaching business focused on helping clients evaluate life goals and create plans for improved fulfillment. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets and offers a range of advisory programs tailored to client objectives and risk tolerances.

James Creech is a CFP® professional with 24 years of industry experience. He has worked at Silver Oak Securities since 2022, preceded by roles at Invest Capital Partners and Ameriprise Financial Services. Outside of his advisory work, he serves as Vice President of the Miami Valley Military Affairs Association and is active on the board of the All Inclusive Senior Services networking group. Silver Oak Securities, Inc. serves individuals, pensions, corporations, trusts, and other entities through a network of financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

David Feltz is a financial advisor at Silver Oak Securities, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and SSN Advisory, Inc. Outside of his advisory role, he serves as a firefighter and fire commissioner in Schroon Lake, NY, and is a board member of Fellowship International Mission. Silver Oak Securities, Inc. serves a broad client base including individuals, pension plans, and business entities through over 100 financial professionals, managing about $2.4 billion in discretionary assets. The firm offers various advisory programs with a focus on discretionary, customized investment management tailored to client objectives and risk tolerances.