John Denham is a financial advisor at Magnate Advisory Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at Magnate Wealth Management LLC since 2019 and previously at Silver Oak Securities, Inc., Kentucky DFI Division of Securities, and Jjb Hilliard Wl Lyons. Outside of advisory work, he is involved with Sterling Wealth Advisors, LLC, a business focusing on contract management. Magnate Advisory Services, LLC serves individuals, businesses, charitable organizations, and retirement plans with broad financial planning and portfolio management services. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and supports a large client base through standardized processes and educational seminars.

Brent Gorter is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with Silver Oak Securities since 2011 and with Magnate Wealth Management, LLC since 2016. Outside of his advisory roles, he is involved in managing insurance agencies offering non-variable insurance products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management and a unified managed account program, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Zachary Frantz is a financial advisor with Magnate Advisory Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual and Silver Oak Securities. Magnate Advisory Services works with individuals, businesses, charitable organizations, and retirement plans, offering broad-based financial planning and ongoing portfolio management. The firm’s investment approach integrates fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, emphasizing diversified, tax-aware allocations and long-term strategies.

James Nicholson is a CFP® and holds a Series 66 license with 18 years of industry experience. He is affiliated with Magnate Advisory Services, LLC in Louisville, KY, and has worked at several related firms since 2008, including Nicholson Financial, LLC. Outside of advising, he serves as Vice Chairman of the Board for Uspiritus, a child welfare nonprofit organization. Magnate Advisory Services, LLC serves individuals, businesses, charitable organizations, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and manages a notably high client load through standardized processes and custodial support.