Robert Edgin is a financial advisor with Silver Oak Securities, Inc. in Colorado Springs, CO, holding a ChFC® designation and a Series 63 license, and bringing 25 years of industry experience. He has worked with Securities Management and Research, Inc. since 2000 and American National Insurance from 2000 to 2023. Outside of his advisory role, Edgin is involved in various business ventures including partnerships in real estate, mortgage, insurance, and a concert ticket resale enterprise. 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. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing individual securities, ETFs, mutual funds, and strategist models supported by proprietary trading and reporting infrastructure.

Randolph Railey is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Avantax Insurance Agency, LLC, Avantax Advisory Services, and KFG Wealth Management LLC. Outside of his advisory work, he serves as Treasurer for the TEAM Foundation, a nonprofit supporting sports activities in the Covington Public School District. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other business entities through a network of over 100 financial professionals. The firm offers a range of advisory programs that emphasize discretionary management tailored to client objectives and risk tolerances.

Marc Rosenblum is a financial advisor at Silver Oak Securities, Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes ten years at Lincoln Financial Securities Corp and six years at Transamerica Financial Advisors. Additionally, Rosenblum serves as president of American Cornerstone Group, an insurance-related business. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets, offering various advisory programs that emphasize customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

Jerald Bennett is a financial advisor at Silver Oak Securities, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, UBS Financial Services, Wells Fargo Clearing, and Private Client Services. Bennett serves as a committee member for St. John Paul II Catholic School and Speed Park, and is a board member of Silver Creek Schools Holding Corp. Silver Oak Securities, Inc. provides investment advisory and brokerage services to individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of about 101 financial professionals. The firm offers a variety of advisory programs and emphasizes discretionary, customized investment management aligned with client objectives and risk tolerances.

Homer Farr III is a financial advisor at Silver Oak Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Lincoln Financial Securities Corporation and SunTrust Advisory Services. In addition to his role at Silver Oak, he is involved with Carolinas Wealth Management as a financial advisor. 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 manages about $2.4 billion in discretionary assets and offers a range of advisory programs tailored to client objectives and risk tolerances, combining both discretionary investment management and operational features like automatic investment processes.

Marc Noonan is a financial advisor at Silver Oak Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Clover Wealth Partners, Legacy Advisory Services, and First Allied Advisory Services. Outside of his advisory work, he serves as a notary public and owns Noonan Enterprises. 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 and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs focused on discretionary, tailored investment management using individual securities, ETFs, mutual funds, and Strategist models, supported by operational features such as ongoing model monitoring and automated investment processes.

Jamison Bowman Sr. is a financial advisor with Silver Oak Securities, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Silver Oak Securities since 2008 and has concurrently served as adjunct faculty teaching economics at University of Phoenix, DeVry, LeMoyne College, and Shelby State Community College for multiple decades. In addition to his advisory role, he owns a tax preparation business, Buttonwood Consulting Group. Silver Oak Securities, Inc. serves a broad 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 tailored to client objectives and emphasizes discretionary investment management supported by operational features such as ongoing model monitoring and an automated investment process.

Larry Moss is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Silver Oak Securities, Inc. and has worked at notable firms including Northwest Bank and LPL Financial. Outside of his advisory work, Moss serves on several community and governmental boards, including Clay County Community Corrections, Thrive West Central EDC, and as an elected Clay County Councilman. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, and various business entities through over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary, tailored investment approach that emphasizes ongoing model monitoring and automated investment processes.

Kevin Biven is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 66 licenses and having 44 years of industry experience. His prior work includes 36 years at Biven Insurance Inc. operating under Burns Insurance and 15 years under Biven Financial Services, both of which he was involved with until 2025. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates 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 and financial planning services focused primarily on discretionary investment management tailored to client objectives and risk tolerances.

Kyle Mahle is a CFP® professional with five years of industry experience. He is currently with Silver Oak Securities, Inc. and has prior work history at The Vanguard Group, Inc., Facet Wealth, and Truist Financial. Silver Oak Securities serves a diverse client base including individuals, pension plans, and corporations through a large network of financial professionals, managing approximately $2.4 billion in discretionary assets with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

William Holt Jr. is a financial advisor at Silver Oak Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and CWMG. Holt is also involved in fixed insurance product sales and owns a property and casualty insurance agency. Silver Oak Securities serves individuals, retirement plans, corporations, trusts, and other entities through a network of over 100 financial professionals. The firm offers discretionary investment management tailored to client objectives, utilizing various advisory programs and a technologically supported investment process.

Joshua Smith is a financial advisor with Silver Oak Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America, Inc. and community-related involvement with organizations like Scottsdale Gymnastics and SPF Parkour Academy. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 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, utilizing both individual securities and Strategist models with operational features such as ongoing model monitoring and automatic investment processes.

Brian Hosan is a financial advisor at Silver Oak Securities, Inc. with five years of industry experience. He holds the Series 66 credential and has worked previously at Securities America Advisors and SECURITIES AMERICA, inc. Since 2015, he has also served as Director of Harbor Media Group, a media production services company. Hosan is a board member of the Schroon Lake Chamber of Commerce, participating in efforts to support local businesses. 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, offering a range of advisory programs that emphasize discretionary investment management tailored to client objectives and risk tolerances.

Oren Guzman is a financial advisor with Silver Oak Securities, Inc. He holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at Cetera, Bright Futures Wealth Management, Lifetime Financial Group, and BMO Harris Financial Advisors. Guzman also manages portfolios and provides financial planning and product research through Lifetime Financial Group. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals. The firm offers a range of advisory programs, including discretionary investment management tailored to client objectives and risk tolerances, utilizing customized portfolios and strategist models supported by advanced trading and reporting infrastructure.

Ryan Pitts is a CFP® with 17 years of industry experience, currently serving as a financial advisor with Silver Oak Securities, Inc. in Florence, KY, where he has worked since 2017. He is also owner of Retirement Security Group and serves on the board of COVE Federal Credit Union. Additionally, he is active in the Northern Kentucky Chamber of Commerce and is a partner in Next Level at Norris Lake, LLC. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities 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 and risk tolerances and utilizes both individual securities and model portfolios supported by its proprietary trading and reporting infrastructure.

William Reuther is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Lamon & Stern, Private Client Services, and Securities Service Network. 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 range of advisory programs and emphasizes discretionary, tailored investment management aligned with client objectives and risk tolerances.

George Zook is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. with 24 years of industry experience. He previously worked at Ambassador Advisors, LLC and American Portfolios Financial Services, Inc., and operated GHZ, Inc. for over two decades. Zook also serves as an executive committee member of the Willow Valley Memory Care Committee. 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, managing around $2.4 billion in discretionary assets. The firm offers multiple advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Gary Lavallee is a financial advisor at Silver Oak Securities, Inc. with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Kovack Advisors, Inc., National Planning Corporation, and Commonwealth Financial Network. Outside of his advisory work, Lavallee is involved as an administrator for the Sheriffs-Posse, a nonprofit supporting anti-domestic violence initiatives. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm offers various advisory programs and primarily manages discretionary accounts tailored to client objectives, using a combination of individual securities, ETFs, mutual funds, and Strategist models.

Erik Hoffman is a financial advisor with Silver Oak Securities, Inc. in Florence, Kentucky, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Silver Oak Securities since 2014. Outside of his advisory role, Hoffman serves as president of Boardroom Brokerage and is involved in the sale of life insurance and fixed indexed annuities. Silver Oak Securities serves a diverse client base including individuals, corporations, and institutional entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives, using both individual securities and strategist models integrated with advanced trading platforms.

Anthony Gedwill is a financial advisor at Silver Oak Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Guggenheim Partners, Invesco, and Nuveen Securities. His career includes roles at multiple financial services firms over the past decade. Silver Oak Securities serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, corporations, trusts, and estates. The firm offers a range of advisory programs and emphasizes discretionary, customized investment management tailored to client objectives and risk tolerances.