1.oak Collective
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Members 73
Admins 2
Online 2
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
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 57m ago
Joined Jul 8, 2026
1
Amelia Votta
@amelia-votta-6170
Amelia from Team Interview Connections!
Active 1h ago
Joined Jul 30, 2026
1
Shubert Cineus
@shubert-cineus-6001
Author, 💡Podcaster: The Smart Business Owner Podcast💡
Active 2h ago
Joined Jul 23, 2026
2
Matthew Swinford
@matthew-swinford-7649
JUUUUCCCEEEEEE
Active 2h ago
Joined Mar 11, 2026
1
Scott Parks
@scott-parks-5582
Licensed financial professional focusing on building generational wealth through tax efficient transfers.
Active 2h ago
Joined Jul 8, 2026
Stillwater, Minnesota
1
Dawn Debus
@dawn-debus-6465
I'm passionate about helping others reach their retirement goals.
Active 2h ago
Joined Jun 30, 2026
1
Joe Matzke
@joe-matzke-2669
Father. Golfer. Avid Pickleball Player. Excited to grow with this group!
Active 2h ago
Joined Aug 14, 2026
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 3h ago
Joined Aug 11, 2026
1
Kyle Demyan
@kyle-demyan-4292
Creator of The Wealth Akademy
Active 3h ago
Joined Mar 11, 2026
Avon, OH
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 3h ago
Joined Aug 12, 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 3h ago
Joined Mar 11, 2026
1
Jim Fisher
@jimfisher
Founder & CEO of Jucebox. ROI Driven Marketing and Coaching for Life & Annuity Agents
Active 3h ago
Joined Jul 25, 2026
Nashville, TN
1
Kevin Niederauer
@kevin-niederauer-8992
Retirement Income Professional
Active 3h ago
Joined Jan 21, 2026
NJ
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 4h ago
Joined Jun 30, 2026
1
Roman Inochovsky
@roman-inochovsky-6901
SkyWealth Alternatives, Inc.
Active 4h ago
Joined Aug 11, 2026
1
Scott Stooksbury
@scott-stooksbury-8359
President Synergy Wealth Management Inc.
Active 4h ago
Joined Aug 14, 2026
1
Trent Willoughby
@trent-willoughby-5105
Hey there! Here to learn, grow and improve.
Active 5h ago
Joined Aug 14, 2026
1
Alina Caraba
@alina-caraba-3571
Business enthusiast
Active 5h ago
Joined Sep 5, 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 5h ago
Joined Jul 8, 2026
1
Charles Shattuck
@charles-shattuck-3255
Focused on selling insurance to fund my flexible lifestyle. USC Trojan Fan!
Active 5h ago
Joined Aug 3, 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 5h ago
Joined Jun 15, 2026
1
Lisa Mohammed
@lisa-mohammed-2552
Lead Generation and Business Coach specializing in 1:1 coaching for Financial Advisors and their teams
Active 5h ago
Joined Feb 18, 2026
Regina
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 6h ago
Joined Oct 27, 2025
Nashville, TN
1
Jonathan Yeakey
@jonathan-yeakey-4941
The next generation of financial planning
Active 6h ago
Joined Jun 25, 2026
1
Eric Picard
@eric-picard-4314
Making a difference where I can
Active 7h ago
Joined Oct 28, 2025
1
Andrea Le
@andrea-le-1811
Andrea Le PharmD.
Active 7h ago
Joined Mar 2, 2026
1
Janelle Pike
@janelle-pike-7877
Wife and mom of 3 boys. Personal trainer. Life Insurance & Annuity Agent.
Active 7h ago
Joined Jul 26, 2026
New York
1
Kim Colby
@kim-colby-8600
I'm a Retirement Income Certified Professional®, helping people have the retirement they want and deserve.
Active 8h ago
Joined Jun 30, 2026
Novato, CA
1
Johannes Paulo Rivera
@johannes-paulo-rivera-5923
Paul Rivera
Active 9h 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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