1.oak Collective
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Members 52
Admins 2
Online 1
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.
Online now
Joined Jun 30, 2026
2
January Liddell
@january-liddell-5721
I am focused on God, family, finance, fitness, food, and fun. My favorite things: learn, educate, take action, inspire, and connect.
Active 2h ago
Joined Oct 30, 2025
Hawaii
1
Janelle Pike
@janelle-pike-7877
Wife and mom of 3 boys. Personal trainer. Life Insurance & Annuity Agent.
Active 8h ago
Joined Jul 26, 2026
New York
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 10h ago
Joined Jul 8, 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 10h ago
Joined Mar 11, 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 11h ago
Joined Jul 8, 2026
Henderson, NV
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 11h ago
Joined Jul 8, 2026
1
Shubert Cineus
@shubert-cineus-6001
Author, 💡Podcaster: The Smart Business Owner Podcast💡
Active 12h ago
Joined Jul 23, 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 12h 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 12h ago
Joined Jul 8, 2026
1
Kim Colby
@kim-colby-8600
I'm a Retirement Income Certified Professional®, helping people have the retirement they want and deserve.
Active 13h ago
Joined Jun 30, 2026
Novato, CA
1
Amelia Votta
@amelia-votta-6170
Amelia from Team Interview Connections!
Active 13h ago
Joined Jul 30, 2026
2
Matthew Swinford
@matthew-swinford-7649
JUUUUCCCEEEEEE
Active 14h ago
Joined Mar 11, 2026
1
Dawn Debus
@dawn-debus-6465
I'm passionate about helping others reach their retirement goals.
Active 14h ago
Joined Jun 30, 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 15h ago
Joined Jul 11, 2026
Boulder, CO
1
Scott Parks
@scott-parks-5582
Licensed financial professional focusing on building generational wealth through tax efficient transfers.
Active 15h ago
Joined Jul 8, 2026
Stillwater, Minnesota
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 16h ago
Joined Jul 8, 2026
Pittsburgh, PA
1
Johannes Paulo Rivera
@johannes-paulo-rivera-5923
Paul Rivera
Active 18h ago
Joined Jun 25, 2026
1
Jonathan Yeakey
@jonathan-yeakey-4941
The next generation of financial planning
Active 19h ago
Joined Jun 25, 2026
1
Kyle Demyan
@kyle-demyan-4292
Creator of The Wealth Akademy
Active 1d ago
Joined Mar 11, 2026
Avon, OH
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 1d ago
Joined Jul 8, 2026
1
Matt Guillaume
@matt-guillaume-9712
Recent career change - early FA
Active 2d ago
Joined Jun 26, 2026
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 2d ago
Joined Jun 30, 2026
Los Angeles CA
1
Charles Shattuck
@charles-shattuck-3255
Focused on selling insurance to fund my flexible lifestyle. USC Trojan Fan!
Active 2d ago
Joined Aug 3, 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
Eric Picard
@eric-picard-4314
Making a difference where I can
Active 2d ago
Joined Oct 28, 2025
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
1
Amirra Condelee
@amirra-condelee-8948
Hello! We're Amirra, OT & Mazi, CRNA. We're passionate about increasing financial literacy for healthcare professionals.
Active 5d ago
Joined Jan 28, 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 6d ago
Joined Oct 27, 2025
Nashville, TN
1
Madison Riley
@madison-riley-4558
Booking Agent and Show Researcher
Active 6d ago
Joined Jul 30, 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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