1.oak Collective
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Members 68
Admins 2
Online 0
1
Charles Shattuck
@charles-shattuck-3255
Focused on selling insurance to fund my flexible lifestyle. USC Trojan Fan!
Active 4h ago
Joined Aug 3, 2026
2
Frank Baumgartner
@frank-baumgartner-7874
My passion for helping others in the financial consulting business comes from being able help the reduce risk, Fees and Taxes in Retirement.
Active 7h ago
Joined Jul 8, 2026
1
Tish Cook
@tish-cook-3940
Tish Cook is a licensed financial strategist with over 8 years of experience helping individuals and families retire by design—not by default.
Active 7h ago
Joined Jul 8, 2026
1
Shubert Cineus
@shubert-cineus-6001
Author, 💡Podcaster: The Smart Business Owner Podcast💡
Active 7h ago
Joined Jul 23, 2026
1
Joe Matzke
@joe-matzke-2669
Father. Golfer. Avid Pickleball Player. Excited to grow with this group!
Active 10h ago
Joined Aug 14, 2026
1
Matt Guillaume
@matt-guillaume-9712
Recent career change - early FA
Active 10h ago
Joined Jun 26, 2026
1
Scott Parks
@scott-parks-5582
Licensed financial professional focusing on building generational wealth through tax efficient transfers.
Active 14h ago
Joined Jul 8, 2026
Stillwater, Minnesota
1
Jared Leifert
@jared-leifert-4574
Grew up outside STL but BNA is home now • Husband to Danielle & Father to Layla and Lainey • Good Food, Red Wine, Black Coffee, & Bourbon Aficionado
Active 14h ago
Joined Mar 11, 2026
1
Christina Lawrence
@christina-lawrence-3842
I’m Christina Lawrence, a Financial Advisor w/Encompass More Asset Mgt. Founder of MyFinancePowerUp, which helps empower financial decision-making.
Active 16h ago
Joined Jun 30, 2026
1
Dawn Debus
@dawn-debus-6465
I'm passionate about helping others reach their retirement goals.
Active 18h ago
Joined Jun 30, 2026
2
Matthew Swinford
@matthew-swinford-7649
JUUUUCCCEEEEEE
Active 19h ago
Joined Mar 11, 2026
1
Mark Valentich
@mark-valentich-1747
Helping clients define and achieve their own vision of financial peace through income planning, risk mitigation, tax reduction, and legacy building.
Active 21h ago
Joined Jul 8, 2026
Pittsburgh, PA
1
Josy Cole
@josy-cole-5705
Helping families make sense of life insurance & financial protection. Building a life I love in the mountains while helping others protect theirs.
Active 21h ago
Joined Aug 11, 2026
1
Vic Critelli
@vic-critelli-7289
I have been a Medicare agent since 2011, And now I am getting started with Final expense as well.
Active 21h ago
Joined Jul 8, 2026
1
Rich O'Leary
@rich-oleary-8863
Married, 3 girls live in Boulder CO. Have worked in financial investment industry for 35 years in both wealth accumulation and retirement planning.
Active 1d ago
Joined Jul 11, 2026
Boulder, CO
1
Kevin Niederauer
@kevin-niederauer-8992
Retirement Income Professional
Active 1d ago
Joined Jan 21, 2026
NJ
1
Giancarlo Fernandez
@giancarlo-fernandez-1015
Investment Adviser Representative at Fendz, helping individuals, families, and businesses pursue long-term goals through personalized strategies.
Active 2d ago
Joined Aug 18, 2026
1
Jim Fisher
@jimfisher
Founder & CEO of Jucebox. ROI Driven Marketing and Coaching for Life & Annuity Agents
Active 2d ago
Joined Jul 25, 2026
Nashville, TN
1
Roman Inochovsky
@roman-inochovsky-6901
SkyWealth Alternatives, Inc.
Active 2d ago
Joined Aug 11, 2026
1
Trent Willoughby
@trent-willoughby-5105
Hey there! Here to learn, grow and improve.
Active 2d ago
Joined Aug 14, 2026
1
Aaron Donaldson
@aaron-donaldson-2404
To challenge the status quo through education, showing others a broader truth, so that they can find their path to achieving success.
Active 2d ago
Joined Aug 13, 2026
1
Jamie Rossi
@jamie-rossi-4708
Advisor and lead gen for financial advisers and life agents..
Active 2d ago
Joined Aug 21, 2026
1
Scott Stooksbury
@scott-stooksbury-8359
President Synergy Wealth Management Inc.
Active 2d ago
Joined Aug 14, 2026
1
Jeremy Houser
@jeremy-houser-4353
Host 🎙️ Advisor Mentorship Podcast - Partner at Simplicity Group - SVP, Advisor Development Consultant at Simplicity InsurMark
Active 2d ago
Joined Jan 19, 2026
1
Kim Colby
@kim-colby-8600
I'm a Retirement Income Certified Professional®, helping people have the retirement they want and deserve.
Active 2d ago
Joined Jun 30, 2026
Novato, CA
1
Bernadett Papp
@bernadett-papp-4074
Guiding conservative investors to safely grow their Nest Egg and create lifetime income so they won’t have to become a Walmart Greeter in Golden Years
Active 3d ago
Joined Jun 30, 2026
Los Angeles CA
1
Jonathan Yeakey
@jonathan-yeakey-4941
The next generation of financial planning
Active 3d ago
Joined Jun 25, 2026
1
Amelia Votta
@amelia-votta-6170
Amelia from Team Interview Connections!
Active 3d ago
Joined Jul 30, 2026
1
Kyle Demyan
@kyle-demyan-4292
Creator of The Wealth Akademy
Active 3d ago
Joined Mar 11, 2026
Avon, OH
1
Megan Alleman
@megan-alleman-7952
I help people strategize against risk & taxes. In my free time I enjoy creating memories with family & friends
Active 3d ago
Joined Jun 25, 2026
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1.oak Collective
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Coaching and Mentoring to build your business voice in financial services and become a trusted professional. Be 1oak! Join the Cohort.
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