1.oak Collective
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Members 48
Admins 2
Online 3
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
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
Online now
Joined Mar 11, 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.
Online now
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 18m ago
Joined Jun 30, 2026
Novato, CA
2
Matthew Swinford
@matthew-swinford-7649
JUUUUCCCEEEEEE
Active 46m 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 4h ago
Joined Jul 8, 2026
Pittsburgh, PA
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 4h ago
Joined Oct 30, 2025
Hawaii
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 5h ago
Joined Jul 8, 2026
1
Eric Picard
@eric-picard-4314
Making a difference where I can
Active 6h ago
Joined Oct 28, 2025
1
Dawn Debus
@dawn-debus-6465
I'm passionate about helping others reach their retirement goals.
Active 7h ago
Joined Jun 30, 2026
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
Camille Monroe
@camille-monroe-1716
Stylish
Active 17h ago
Joined Jun 3, 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 19h ago
Joined Jul 8, 2026
Henderson, NV
1
Kyle Demyan
@kyle-demyan-4292
Creator of The Wealth Akademy
Active 22h ago
Joined Mar 11, 2026
Avon, OH
1
Shubert Cineus
@shubert-cineus-6001
Author, 💡Podcaster: The Smart Business Owner Podcast💡
Active 23h ago
Joined Jul 23, 2026
1
David Cohen
@david-cohen-6921
Advisor Development Representative at Simplicity InsurMark
Active 23h ago
Joined Jun 26, 2026
Bella Vista, Arkansas
1
Jonathan Yeakey
@jonathan-yeakey-4941
The next generation of financial planning
Active 23h ago
Joined Jun 25, 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 23h 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 24h 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
Lisa Faulkner
@lisa-faulkner-3922
Conscious wealth strategist, helping visionaries turn cashflow into legacy through leverage, life insurance, crypto, and lifestyle design.
Active 1d ago
Joined Jul 8, 2026
1
Steven Charlton
@steven-charlton-2239
I teach people their math
Active 1d ago
Joined Feb 11, 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
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 2d ago
Joined Oct 27, 2025
Nashville, TN
1
Johannes Paulo Rivera
@johannes-paulo-rivera-5923
Paul Rivera
Active 2d ago
Joined Jun 25, 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 2d ago
Joined Jun 15, 2026
1
Matt Guillaume
@matt-guillaume-9712
Recent career change - early FA
Active 3d ago
Joined Jun 26, 2026
1
Scott Smith
@scott-smith-3931
Started wholesaling in 1995 with Pacific Life, worked for other Life carriers, Mutual Fund companies & IMO's, joined Simplicity in 2026 as an ADC..
Active 3d ago
Joined Jun 26, 2026
Huntington Beach, CA
1
Andrea Le
@andrea-le-1811
Andrea Le PharmD.
Active 3d ago
Joined Mar 2, 2026
1
Maria Galvis Kiger
@maria-galvis-kiger-6162
Maria Galvis Kiger is a financial strategist, helping individuals and businesses grow wealth, navigate taxes, and build smart financial habits.
Active 3d ago
Joined Mar 11, 2026
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