Charlotte Gaines is a financial advisor with Silver Oak Securities, Incorporated in Jackson, Tennessee, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Silver Oak Securities since 2001. Outside of her advisory role, Gaines serves as a board member for the City of Bells Board of Education. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis across various asset classes.

Robert Young is a financial advisor at Silver Oak Securities, Incorporated with one year of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James & Associates, UBS, and LPL Financial. Outside of finance, he was involved in an entrepreneurial venture related to guitareffectspedals.com from 2018 to 2023. Silver Oak Securities serves a diverse client base that includes individuals, high-net-worth clients, pension plans, and business entities. The firm provides a range of advisory programs with a focus on discretionary investment management tailored to client objectives and risk tolerances.

Zachary Buckland is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and 14 years of industry experience. He has been with Silver Oak Securities since 2011. Outside of his advisory role, he is a partner at D&B Accounting & Financial Group, PLLC, where he is involved in tax preparation and planning. Silver Oak Securities 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 offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Edwin Jaffe is a financial advisor with Silver Oak Securities, Incorporated, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has been involved with multiple entities bearing his name, including Jaffe Financial Services, Inc., Jaffe Wealth Management & Consulting, Inc., and Jaffe Financial Services Inc. Outside of his advisory roles, he operates as an insurance agent and professional notary. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a large network of financial professionals. The firm offers personalized portfolio management and financial planning, utilizing both internal and third-party strategies to tailor investments according to client objectives and risk tolerances.

Shirley Borden is a CFP® with 28 years of industry experience, currently serving at Silver Oak Securities, Incorporated. She has been with William E. Hopkins & Associates, Inc. for 27 years. In addition to her advisory role, she serves on the Board of Directors for the Wesley Foundation at the University of Tennessee Martin, a nonprofit organization focused on Christian care for university students. Silver Oak Securities 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 offers individualized portfolio management, unified managed account programs, financial planning, and solutions for managing held-away retirement plan assets.

Aaron Johnson is a CFP® professional with five years of industry experience, currently affiliated with Silver Oak Securities, Incorporated. He previously worked at Equitable Advisors and NYLIFE Securities LLC. In addition to his advisory role, he is involved in insurance sales and support through independent contracting and financial professional assistance roles. Silver Oak Securities serves a diverse clientele including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives, combining discretionary investment management with operational tools such as automated investment processes and model monitoring.

William Hopkins II is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Silver Oak Securities and his own firm, William E. Hopkins & Associates, Inc., since 1999. Outside of his advisory work, he is president of WEH Insurance Agency, Inc., which provides life insurance and fixed annuities. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis through a network of more than 100 financial professionals.