Oak Advisors, LLC

John Chiacchiero is a financial advisor at Oak Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Oak Advisors since 2005. Outside of his advisory role, he is a 50% owner and officer of an immigration consulting business and serves as an adjunct professor at the University of South Carolina-Beaufort, teaching business courses. Oak Advisors serves individuals, high net worth clients, trusts, estates, and business entities by providing discretionary portfolio management and financial planning on a fee-only basis. The firm utilizes diversified portfolios with equities, fixed income, mutual funds, ETFs, and independent managers, employing both fundamental and technical analysis alongside long- and short-term strategies.

Alfred Cerrati is a financial advisor with Oak Advisors, LLC in Bluffton, SC, holding 20 years of industry experience. He has been with Oak Advisors since 2005. Oak Advisors serves individuals, high net worth clients, trusts, estates, and business entities by providing discretionary portfolio management and financial planning on a fee-only basis. The firm uses diversified portfolios and a combination of fundamental and technical analysis, offering various strategies with client approval for more advanced techniques.

Heidi Yoshida is a CFP® professional with 10 years of industry experience. She has been with Oak Advisors, LLC since 2018 and previously worked at Chatham Capital Group, Inc. from 2014 to 2017. Oak Advisors, LLC serves individuals, high net worth individuals, trusts, estates, and business entities by providing discretionary portfolio management and stand-alone financial planning on a fee-only basis. The firm employs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to independent managers while maintaining oversight, applying both fundamental and technical analysis with long- and short-term strategies.

Michelle Myhre is a CFP® professional with 22 years of experience in the financial industry. She has been with Oak Advisors, LLC since 2005. Oak Advisors serves individuals, high net worth individuals, trusts, estates, and business entities by providing discretionary portfolio management and stand-alone financial planning and consulting on a fee-only basis. The firm employs diversified portfolios and uses both fundamental and technical analysis, offering a range of strategies tailored to client objectives.

Sarah Huie is a CFP® with five years of industry experience, currently serving as an advisor at Oak Advisors, LLC. She has been with Oak Advisors since 2020. Oak Advisors serves individuals, high net worth individuals, trusts, estates, and business entities by providing discretionary portfolio management and financial planning on a fee-only basis. The firm employs diversified portfolios and uses both fundamental and technical analysis, incorporating various strategies under client direction while maintaining ongoing monitoring and account reviews.

Kevin Myhre is a financial advisor with Oak Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Oak Advisors, he worked at the College of Charleston and Hilton Head Christian Academy. Outside of finance, he is a musician and performs as a singer in a cover band. Oak Advisors serves individuals, high net worth clients, trusts, estates, and business entities by providing discretionary portfolio management and financial planning on a fee-only basis. The firm employs diversified portfolios with individual equities, fixed income, mutual funds, and ETFs, using both fundamental and technical analysis, and incorporates client-approved strategies such as options and margin.