Edwin Jaffe is a financial advisor with Silver Oak Securities, Inc. in Jackson, TN, holding a CFP® designation and over 40 years of industry experience. He has operated multiple firms, including Jaffe Financial Services since 1989 and Jaffe Wealth Management & Consulting since 2008. His other business activities include insurance sales and professional notary services through Jaffe Financial 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 and employs primarily discretionary investment management tailored to client objectives and risk tolerances.

Kevin Tavas is a financial advisor with Silver Oak Securities, Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cetera, Bright Futures Wealth Management, and Lifetime Financial Group, where he currently serves as an investment advisor and equity strategist. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, with an emphasis on discretionary investment management and operational features such as automated portfolio monitoring and deployment.

Shirley Borden is a CFP® with 28 years of industry experience, currently affiliated with Silver Oak Securities, Inc. She has been with William E. Hopkins & Associates, Inc. for 27 years. Outside of her advisory role, she serves as a board member for the Wesley Foundation at the University of Tennessee Martin, supporting its mission of Christian care to university students. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing both individual securities and model-based portfolio management.

Alvin Smith II is a financial advisor with Silver Oak Securities, Inc. in Bowling Green, KY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Vision Asset Management, J P Turner & Company Capital Management, Gunnallen Financial, International Advisory Consultants, and Stephens. He is also a managing partner at Vision Financial LLC, focusing on insurance products such as annuities, Medicare, and life insurance. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing around $2.4 billion in discretionary assets. The firm offers a variety of advisory programs that emphasize discretionary investment management tailored to client objectives and risk tolerances, supported by ongoing model monitoring and automated investment processes.

Thomas Faircloth is a financial advisor affiliated with Silver Oak Securities, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior experience includes roles at Lincoln Financial Services Corp and Raymond James Financial. Outside of his advisory work, he is involved in selling life, accident, health insurance products, and fixed indexed annuities through Carolinas Wealth Management Group, Inc. 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 range of advisory programs emphasizing tailored, primarily discretionary investment management aligned with client objectives and risk tolerances.

William Nagy is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His work history includes long-term roles at Creative Financial Designs, Inc. and CFD Investments, Inc. He is also involved in independent insurance sales on a part-time basis. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Robert Jaffe is a financial advisor at Silver Oak Securities, Inc. in Memphis, TN, holding the Series 63 and Series 65 designations with eight years of industry experience. He has been associated with Silver Oak Securities and several related entities, including his own firms Jaffe Wealth Management & Consulting, Inc., Rob Jaffe Financial Services, and Jaffe Financial Services, Inc. Outside of advisory work, he is involved in managing a family farm corporation and runs an administrative business supporting a fixed income trading operation. 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, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary, customized investment management tailored to client objectives and risk tolerances, supported by operational features such as ongoing model monitoring and an automatic investment process.

Ryan Middleton is a financial advisor at Silver Oak Securities, Inc. with 26 years of industry experience. He has held positions at American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Middleton is the president and owner of Motive Financial Services, which provides financial services to individuals and small businesses. Silver Oak Securities serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

David Eblen II is a financial advisor with Silver Oak Securities, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Silver Oak Securities since 2008 and has operated The Eblen Agency, focusing on insurance sales and planning, since 1997. Silver Oak Securities, Inc. serves individuals, pension 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, offering a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

John Hutchins IV is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at LPL Financial, First Allied Securities, and Magnate Advisory Services. Outside of his advisory work, he coaches lacrosse at both Louisville Kings Lacrosse and Assumption High School. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing about $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with an emphasis on customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

Grace Hooper is a financial advisor with Silver Oak Securities, Inc. in Jackson, TN, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Below Par, LLC, and Independent Financial Partners. 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 variety of advisory programs focused on customized, primarily discretionary investment management tailored to client objectives and risk tolerances.

Edwin Mcknight is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Silver Oak in 2023, he worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved in farming, volunteers with the Republican Party of Rutherford County, serves on the board of a Christian missions nonprofit, and has experience as an author. Silver Oak Securities, Inc. serves individuals, retirement plans, corporations, trusts, and other entities through a multi-team model, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs that emphasize discretionary, customized investment management tailored to client objectives and risk tolerances.

James Moore is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and bringing 15 years of industry experience. His prior firms include Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. Since 2019, he has served as a FINRA Non-Public Arbitrator, participating in dispute resolution within the securities industry. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Matthew Stange is a financial advisor with Silver Oak Securities, Inc. in Creston, IA, holding Series 63 and Series 65 credentials with 12 years of industry experience. His prior work includes roles at Securities America Advisors and Mutual of Omaha Investor Services. Outside of his advisory work, he owns an insurance business and is involved in managing a real estate rental property. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, and trusts through a network of over 100 financial professionals. The firm offers a range of advisory programs tailored to client objectives, combining discretionary investment management with model portfolios and innovative technology platforms.

Aaron Johnson is a CFP® professional with five years of industry experience, currently with Silver Oak Securities, Inc. in Jackson, TN. He previously worked at Equitable Advisors and NYLIFE Securities LLC. Outside of his advisory role, he is involved in insurance services, assisting financial professionals and supporting clients through several insurance-related business activities. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a focus on discretionary, customized investment management tailored to client objectives and risk tolerances.

Scott Wicker Jr. is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior work includes over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services, as well as longstanding involvement with S.B. Wicker & Company. Outside of advisory work, he is engaged in tax preparation and accounting through his ownership and leadership roles in several related businesses. 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 with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by proprietary trading and reporting platforms.

Jonathan Polson is a financial advisor at Silver Oak Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Southern Trust Wealth Management and Morgan Stanley. Outside of his advisory role, he is also employed in outside sales at Waste Management and provides life insurance and fixed annuity options through Southern Trust Wealth Management. Silver Oak Securities, Inc. serves a diverse client base including high-net-worth individuals, pension plans, and business entities, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Jerry Spivey is a financial advisor with Silver Oak Securities, Inc., holding CFP® and Series 63 designations and over 40 years of industry experience. His career includes long tenures at New York Life Insurance Co. and NYLife Securities Inc., as well as roles at multiple firms since 2018. He is also involved with Spivey Financial Group, which offers life, fixed annuity, disability, and long-term care insurance products. Silver Oak Securities, Inc. serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of approximately 101 financial professionals. The firm offers various advisory programs and primarily manages discretionary investment portfolios tailored to client objectives and risk tolerances.

William Bingham is a financial advisor at Silver Oak Securities, Inc. with 33 years of industry experience. He holds the Series 63 designation and has been with Silver Oak Securities since 2013. He is also part owner of Beez Bikes and More, a business unrelated to investments. Silver Oak Securities serves individuals, pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, offering a variety of advisory programs tailored to client objectives and risk tolerances. The firm manages approximately $2.4 billion in discretionary assets and provides services ranging from customized portfolios to retirement plan consulting and third-party manager referrals.

James Kreid is a financial advisor with Silver Oak Securities, Inc. in Peoria, IL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at Geneos Wealth Management Inc. for 17 years before joining Silver Oak Securities and Cmfs Group Inc. since 2020. Kreid serves as a board member for Youth For Christ in Peoria. Silver Oak Securities serves a broad range of clients including individuals, pension and profit-sharing plans, and business entities, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes tailored, primarily discretionary investment management aligned with client objectives and risk tolerances.