Silver Oak Securities, Inc.

Our success is driven by our outstanding financial professionals, and I’m excited to celebrate and introduce our Top Producers for Q3: Jaffe Wealth Management Black Oak Asset Management Andrew Wallace - Comprehensive Financial Services David Over - Coram Deo Advisors James Kreid - Solid Rock Financial Dennis Holliman - Holliman Group Adam Dekker - Dekker Financial Edwin McKnight - McKnight Financial Group Jon Winteregg - Winteregg & Associates Jeff Bingham - B&H Wealth Strategies Erik Hoffman - Retirement Security Group Jeff Christian - Armor Financial Jeremy Tims - Tallgrass Financial Grant Schrock - Schrock Financial Jeremy Saham - JMS Financial Solutions Mike Moffit/Matt Stange - Cornerstone Financial Group Ryan Pitts - Retirement Security Group Ryan Middleton - Middleton Financial Joanna Habegger - Invite Wealth Brian Johnson/Robert Edgin - EJC Insurance & Financial Please join me in congratulating these 20 outstanding individuals on their third quarter accomplishments!

🔦 November Firm Spotlight: Redfield Financial Group 🔦 A true family-run business, Redfield Financial Group was founded by Mark Redfield, who was joined by his son, Beau Redfield, in 2019. With the goal of supporting clients across every aspect of their financial lives, they prioritize a comprehensive, hands-on approach to financial guidance that includes investment management, financial planning, and insurance planning. #JoinSilverOakSecurities #Spotlight #SilverOak

👉🏾 Your broker-dealer has been acquired over and over 👉🏾 Your b-d's compliance group seems to interpret rules differently every time you submit something for review 👉🏾 You hear "no," or "we can't" more than "yes" 👉🏾 You feel like nothing more than a rep code 🤷🏽 This you? Find your fit at Silver Oak: https://lnkd.in/gddJmjGV

Don't Get Fooled Again If you’re going to make a broker dealer change, make a real change: ✅ Download our handy comparison workbook ✅ See how Silver Oak's fees and services compare with some of the industry’s largest broker dealers. ✅ Take the next step forward Get the workbook here: https://lnkd.in/g-fcEwyV

🔦 November Employee Spotlight: Bill Reuther, Chief Compliance Officer 🔦 Odds are, if you're a Silver Oak Rep, CCO Bill Reuther knows you and you know him. That's one of the benefits of joining Silver Oak. Before joining Silver Oak in 2021, Bill held leadership roles at Private Client Services and Securities Service Network. Outside of the office, Bill enjoys adventuring with his fiancé and their three dogs, golfing, and of course, cheering on his alma mater, the University of Tennessee. Go Vols! 📣 Connect with him on LinkedIn: https://lnkd.in/gRgDgssY #JoinSilverOakSecurities #Spotlight #SilverOak

When her broker-dealer was acquired, Stacia Jones' team knew it would impact their firm’s service. She believed that her clients deserved better. That’s what led them to Silver Oak. See how easy it can be to transition to a firm that prioritizes your needs. Download our guide today 👉🏼 https://lnkd.in/g6hYZFA7 #Independence #JoinSilverOak #SilverOakSecurities #Fearless

⭐ It’s Milestone Monday ⭐ This month we’re celebrating the following anniversaries Andrea Roche - 3 years Andrew Michael - 3 years Benjamin Beverly - 1 year Bryan Alexander - 1 year Gary Kieffner - 1 year Heather Brown - 1 year Honor Clement - 3 years Ryan Ruxer - 7 years James Jennings - 10 years Jim Kreid - 4 years Jane Pegg - 1 year Tony Bennett - 5 years Jo Ann Benecke - 9 years Joanna Peters - 1 year John Denham - 6 years Kathryn Spencer - 3 years Kimberly Polsgrove - 2 years Larry Prislovsky - 3 years Marlene Mellon - 6 years Michael Fritschi - 2 years Michael Kaelin - 13 years Michael Sullivan - 3 years Patrick Horwitz - 3 years Paul Harris - 1 year Rebekah Hunt - 2 years Ryan Ledden - 10 years Scarlett Dean - 2 years Sharon Melville - 1 year Stacey Markahn - 11 years Thomas Pusser - 1 year Thank you for being a part of the Silver Oak team!

⭐ Spotlight on Winteregg & Associates ⭐ Introducing a team that truly prioritizes your financial success. At Winteregg & Associates, they take the time to understand your personal goals, dreams, and risk tolerance to craft a plan that fits your unique journey. With a focus on long-term relationships built on open and honest communication, Jon R. Winteregg, Stacia Jones and the team have earned a reputation for helping clients achieve their financial aspirations. Curious about what sets them apart? Discover how their client-first approach makes all the difference.

We’re partnering with Wealth.com this Wednesday at 2 PM ET to show financial professionals how easy it is to help their clients with estate planning – creating more value and building stronger relationships with the next generation in the process! There’s still time to register to join Billy Hopkins and Andy Miller for “Elevating Your Practice with Wealth.com.” Sign up here 👉 https://lnkd.in/gsnEgjRh #SilverOakSecurities #Unplugged #Webinar

Are you prepared for the great wealth transfer? With $84 trillion set to change hands through 2045, retaining next-gen assets represents a significant opportunity for firm growth. One powerful way to build relationships with the next generation is through estate planning. Our upcoming webinar featuring Silver Oak CEO Billy Hopkins and Andy Miller, Senior Client Success Manager at Wealth.com explores how Wealth.com’s comprehensive platform can help you: ✅ Offer clients access to high-quality, customized estate planning documents ✅ Guide clients through the document creation process from start to finish ✅ More effectively engage the next generation of clients Don’t miss out! Register now to join us on Wednesday, 10/30 at 2 PM ET: https://lnkd.in/gsnEgjRh #SilverOakSecurities #Unplugged #Webinar