Bruce Berman is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Bright Futures Wealth Management, LLC. He is also the owner of Lifetime Financial Group, LLC, an independent financial professional firm. 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 portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Kevin Tavas is a financial advisor at Silver Oak Securities, Incorporated with 25 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera, Bright Futures Wealth Management, and Lifetime Financial Group, where he continues to serve as an Investment Advisor and Equity Strategist. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers individualized portfolio management and unified managed account programs, delivering investment advice primarily on a discretionary basis tailored to client objectives and risk tolerances.

Oren Guzman is a financial advisor at Silver Oak Securities, Incorporated with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Guzman is also involved with Lifetime Financial Group, where he manages portfolios, conducts financial planning, and performs product research. 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, and financial planning tailored to clients’ objectives and risk tolerances.