Samuel Zurcher is a financial advisor with Silver Oak Securities, Inc. in Creston, IA, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Securities America Advisors and Mutual of Omaha and is also involved with Cornerstone Financial Group, where he provides retirement income and insurance planning advice. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals, managing approximately $2.4 billion in discretionary assets with an emphasis on discretionary, customized investment management and various advisory programs.

Michael Moffitt is a financial advisor at Silver Oak Securities, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Advantage Investment Management LLC, and Cornerstone Financial Group. Outside of advisory work, he is involved in business planning and coaching focused on exit and transition strategies, and he serves as a trustee and on the board of a local economic development nonprofit, having also acted as its past president. Silver Oak Securities, Inc. serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features such as ongoing model monitoring and an automatic investment process.

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.