Knoxville, TN Cogdill Rd. Office

Adam Koson is a financial advisor with Silver Oak Securities, Inc. who holds a Series 66 designation and has seven years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. Outside of his advisory role, he also works as a rideshare and delivery driver on weekends. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs tailored to client objectives and risk tolerances, combining technology-driven model monitoring with both fee-based and commission services.

Robert Ahler is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 63 designation and 29 years of industry experience. He previously worked at Securities America Advisors and SSN Advisory, Inc. He serves as Treasurer on the Harriman Industrial Development Board. Silver Oak Securities, Inc. manages approximately $2.4 billion in discretionary assets across a network of about 101 financial professionals. The firm serves individuals, pension plans, corporations, trusts, and estates, offering a range of advisory programs focused on discretionary investment management tailored to client objectives and risk tolerances.

Jennifer Rushing is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at Silver Oak Securities, Inc. since 2024 and previously held roles at OSAIC, Securities America, Inc., Ladenburg Thalmann Asset Management, Securities Service Network, and Perfect Serve. Outside of her financial advisory work, she officiates soccer games in Knox County and delivers Walmart groceries through the Spark Driver app. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs that emphasize customized, primarily discretionary investment management tailored to client objectives and risk tolerances.

Clarence Daniels is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior positions include roles at Private Client Services, LLC, Securities America Advisors, and First Tennessee Bank. Outside of his advisory work, he has worked part-time stocking medical items at a distribution center. Silver Oak Securities, Inc. serves individual, corporate, and institutional clients through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives, emphasizing discretionary investment management and operational features like ongoing model monitoring and automated investments.

David Melendy is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. He is also involved in lining soccer fields for a local recreational adult soccer club. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other entities through a sizable network of financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

James Moore is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and bringing 15 years of industry experience. His prior firms include Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. Since 2019, he has served as a FINRA Non-Public Arbitrator, participating in dispute resolution within the securities industry. 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. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

William Reuther is a financial advisor with Silver Oak Securities, Inc. in Knoxville, TN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Lamon & Stern, Private Client Services, and Securities Service Network. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs and emphasizes discretionary, tailored investment management aligned with client objectives and risk tolerances.