Stacia Jones is a financial advisor at Silver Oak Securities, Incorporated with seven years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Securities America, and Securities Service Network. Outside of her advisory role, she is the owner of becauseOne, an online platform designed to help nonprofits communicate their needs and connect with people seeking to make a difference. 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 range of advisory programs with investment management primarily discretionary and tailored to client objectives and risk tolerances.

Jon Winteregg is a financial advisor at Silver Oak Securities, Incorporated with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and SSN Advisory, Inc. Outside of his advisory role, he consults for an online platform supporting nonprofits and serves as co-trustee on his mother's living trust. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm delivers tailored portfolio management and financial planning using both internal and third-party resources.