1.oak Collective
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Members 78
Admins 2
Online 1
2
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.
Online now
Joined Jun 30, 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 9m ago
Joined Jul 8, 2026
1
Jonathan Yeakey
@jonathan-yeakey-4941
The next generation of financial planning
Active 42m ago
Joined Jun 25, 2026
2
Matthew Swinford
@matthew-swinford-7649
JUUUUCCCEEEEEE
Active 2h ago
Joined Mar 11, 2026
1
Kacee Lillie
@kacee-lillie-6457
Heyy!! I am a young entrepreneur operating online. I have 2 boutiques and a financial services firm. Message me if you have any questions!
Active 4h ago
Joined Sep 14, 2026
Denver, CO
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 5h ago
Joined Aug 11, 2026
1
Glenn Smith
@glenn-smith-3447
Glenn is the CEO of Peak Growth Partners. He is an Author, Speaker, Business and tax strategist,
Active 5h ago
Joined Sep 10, 2026
Chicago, IL
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 5h ago
Joined Jul 8, 2026
2
Dawn Debus
@dawn-debus-6465
I'm passionate about helping others reach their retirement goals.
Active 5h ago
Joined Jun 30, 2026
1
Victor Rivera
@victor-rivera-6456
Victor Rivera has been in the industry for over 25 years helping individuals with their Health and Retirement goals.
Active 6h ago
Joined Jun 15, 2026
1
Lisa Faulkner
@lisa-faulkner-3922
Conscious wealth strategist, helping visionaries turn cashflow into legacy through leverage, life insurance, crypto, and lifestyle design.
Active 6h ago
Joined Jul 8, 2026
1
Jim Fisher
@jimfisher
Founder & CEO of Jucebox. ROI Driven Marketing and Coaching for Life & Annuity Agents
Active 6h ago
Joined Jul 25, 2026
Nashville, TN
1
Scott Stooksbury
@scott-stooksbury-8359
President Synergy Wealth Management Inc.
Active 6h ago
Joined Aug 14, 2026
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 6h ago
Joined Mar 11, 2026
1
Kyle Demyan
@kyle-demyan-4292
Creator of The Wealth Akademy
Active 6h ago
Joined Mar 11, 2026
Avon, OH
1
Shubert Cineus
@shubert-cineus-6001
Author, 💡Podcaster: The Smart Business Owner Podcast💡
Active 7h ago
Joined Jul 23, 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 7h ago
Joined Jul 8, 2026
Pittsburgh, PA
1
Kevin Niederauer
@kevin-niederauer-8992
Retirement Income Professional
Active 7h ago
Joined Jan 21, 2026
NJ
1
Michael Collins
@michael-collins-4993
30+ year career of helping my clients build and live their financial plan
Active 7h ago
Joined Aug 28, 2026
1
Joe Matzke
@joe-matzke-2669
Father. Golfer. Avid Pickleball Player. Excited to grow with this group!
Active 8h ago
Joined Aug 14, 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 8h ago
Joined Jul 11, 2026
Boulder, CO
1
Roman Inochovsky
@roman-inochovsky-6901
SkyWealth Alternatives, Inc.
Active 9h ago
Joined Aug 11, 2026
2
Josef Mehall
@josef-mehall-6177
Wealth Advisor and Financial Specialist with 1.oak Financial. Located in Nashville, TN. Car and fitness fanatic. The best is yet to come!
Active 10h ago
Joined Oct 27, 2025
Nashville, TN
1
Shannon McCabe
@shannon-mccabe-9347
Private Wealth Associate - Series 7 and Series 66 licensed
Active 10h ago
Joined Sep 30, 2026
Tampa, Florida
1
Andrea Le
@andrea-le-1811
Andrea Le PharmD.
Active 11h ago
Joined Mar 2, 2026
1
Lee Blanche
@lee-blanche-9763
25 years in the Financial Services Industry, I am a passionate professional dedicated to empowering families to enjoy financial peace of mind
Active 11h ago
Joined Aug 12, 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 11h ago
Joined Aug 13, 2026
2
Janelle Pike
@janelle-pike-7877
Wife and mom of 3 boys. Personal trainer. Life Insurance & Annuity Agent.
Active 12h ago
Joined Jul 26, 2026
New York
1
Amelia Votta
@amelia-votta-6170
Amelia from Team Interview Connections!
Active 12h ago
Joined Jul 30, 2026
1
Darren Mark
@darren-mark-4248
Registered Nurse since 2002, now making a transition to financial services. Always looking to learn and grow. Excited to begin!
Active 12h ago
Joined Jul 8, 2026
Henderson, NV
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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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