1.oak Collective
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Members 77
Admins 4
Online 1
1
Jim Fisher
@jimfisher
Founder & CEO of Jucebox. ROI Driven Marketing and Coaching for Life & Annuity Agents
Online now
Joined Jul 25, 2026
Nashville, TN
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.
Active 9m ago
Joined Jun 30, 2026
1
Michael Collins
@michael-collins-4993
30+ year career of helping my clients build and live their financial plan
Active 16m ago
Joined Aug 28, 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 27m ago
Joined Jul 11, 2026
Boulder, CO
1
Glenn Smith
@glenn-smith-3447
Glenn is the CEO of Peak Growth Partners. He is an Author, Speaker, Business and tax strategist,
Active 31m ago
Joined Sep 10, 2026
Chicago, IL
1
Joe Matzke
@joe-matzke-2669
Father. Golfer. Avid Pickleball Player. Excited to grow with this group!
Active 38m ago
Joined Aug 14, 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 51m ago
Joined Jul 8, 2026
Pittsburgh, PA
2
Dawn Debus
@dawn-debus-6465
I'm passionate about helping others reach their retirement goals.
Active 52m ago
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 53m 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 1h ago
Joined Mar 11, 2026
1
Kevin Niederauer
@kevin-niederauer-8992
Retirement Income Professional
Active 1h ago
Joined Jan 21, 2026
NJ
1
Alina Caraba
@alina-caraba-9290
live with purpose 🫶🏼
Active 2h ago
Joined Nov 2, 2026
Bucharest, Romania
1
Steven Charlton
@steven-charlton-2239
I teach people their math
Active 2h ago
Joined Feb 11, 2026
1
Roman Inochovsky
@roman-inochovsky-6901
SkyWealth Alternatives, Inc.
Active 2h ago
Joined Aug 11, 2026
2
Matthew Swinford
@matthew-swinford-7649
JUUUUCCCEEEEEE
Active 2h ago
Joined Mar 11, 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 2h ago
Joined Jul 8, 2026
1
Scott Stooksbury
@scott-stooksbury-8359
President Synergy Wealth Management Inc.
Active 3h ago
Joined Aug 14, 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 4h ago
Joined Jun 15, 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 4h ago
Joined Jul 8, 2026
1
Scott Parks
@scott-parks-5582
Licensed financial professional focusing on building generational wealth through tax efficient transfers.
Active 4h ago
Joined Jul 8, 2026
Stillwater, Minnesota
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 4h ago
Joined Jun 25, 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 5h ago
Joined Oct 27, 2025
Nashville, TN
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 6h ago
Joined Jul 8, 2026
1
David Cohen
@david-cohen-6921
Advisor Development Representative at Simplicity InsurMark
Active 6h ago
Joined Jun 26, 2026
Bella Vista, Arkansas
1
Melissa Hall
@melissa-hall-7825
Freedom to flourish
Active 7h ago
Joined Oct 6, 2026
2
Janelle Pike
@janelle-pike-7877
Wife and mom of 3 boys. Personal trainer. Life Insurance & Annuity Agent.
Active 10h ago
Joined Jul 26, 2026
New York
1
Kyle Demyan
@kyle-demyan-4292
Creator of The Wealth Akademy
Active 10h ago
Joined Mar 11, 2026
Avon, OH
1
Shannon McCabe
@shannon-mccabe-9347
Private Wealth Associate - Series 7 and Series 66 licensed
Active 18h ago
Joined Sep 30, 2026
Tampa, Florida
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 21h ago
Joined Jul 8, 2026
Henderson, NV
1
Jonathan Yeakey
@jonathan-yeakey-4941
The next generation of financial planning
Active 23h 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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