Charlotte Gaines is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 66 credentials 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 and occasionally sells fixed annuities. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities. The firm offers various advisory programs tailored to client objectives and risk tolerances, managing approximately $2.4 billion in discretionary assets through a network of financial professionals.

Robert Young is a financial advisor with Silver Oak Securities, Inc. based in Jackson, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Silver Oak Securities, Mr. Young worked at several firms including Core Group, LPL Financial, First Horizon, Raymond James & Associates, and UBS. Outside of finance, he was involved with a business related to guitar effects pedals for five years. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a team of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and employs operational features such as ongoing model monitoring and automated investment processes.

Zachary Buckland is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. with 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 serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, and estates through a network of about 101 financial professionals. The firm offers various advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Edwin Jaffe is a Certified Financial Planner® associated with Silver Oak Securities, Inc., with over 41 years of industry experience. He has operated Jaffe Financial Services, a sole proprietorship offering insurance sales, Medi-share sales, and professional notary services since 1989, and has held roles at several affiliated entities including Jaffe Wealth Management & Consulting, Inc. He is based in Jackson, Tennessee. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances.

Shirley Borden is a CFP® with 28 years of industry experience, currently affiliated with Silver Oak Securities, Inc. She has been with William E. Hopkins & Associates, Inc. for 27 years. Outside of her advisory role, she serves as a board member for the Wesley Foundation at the University of Tennessee Martin, supporting its mission of Christian care to university students. 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 offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing both individual securities and model-based portfolio management.

Aaron Johnson is a CFP® professional with five years of industry experience, currently with Silver Oak Securities, Inc. in Jackson, TN. He previously worked at Equitable Advisors and NYLIFE Securities LLC. Outside of his advisory role, he is involved in insurance services, assisting financial professionals and supporting clients through several insurance-related business activities. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a focus on discretionary, customized investment management tailored to client objectives and risk tolerances.

William Hopkins II is a financial advisor with Silver Oak Securities, Inc. in Jackson, TN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Silver Oak Securities and William E. Hopkins & Associates, Inc. since 1999. Outside of his advisory role, he serves as president and agent of WEH Insurance Agency, Inc., an insurance brokerage specializing in life insurance and fixed annuities. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a team of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, and operates a dual registration as both a registered investment adviser and a broker-dealer.