In May 1961, five days after Bay of Pigs and five weeks after the Soviets put Yuri Gagarin into orbit, President Kennedy stood before Congress and made a promise: America would land a man on the Moon before the decade was out. NASA was less than three years old. The technology necessary to reach the Moon didn’t even exist yet.

In his latest article, CEO and Founder Billy Hopkins draws a direct line from that speech to the decade now facing independent financial advisors.

Roughly 40% of advisors, many licensed in the 1990s like Billy himself, will retire in the years ahead. At the same time, trillions of dollars are about to change hands. Gen X stands to inherit $14 trillion. Millennials will inherit $8 trillion. By 2035, women will control more than 40% of US wealth, up from a third today.

Billy connects these numbers to a bigger shift already underway. Estate planning is turning into a conversation about life, not death. More than 63 million Americans now care for aging parents or adult children, and 16 million of them care for both at once. Clients want more than portfolio management. McKinsey found the share of investors seeking holistic advice grew from 29% in 2018 to 52% in 2023.

Advisors who set a bold, deadline-driven goal now, the way Kennedy did, will own the next decade. Clients expecting family-office-level support as the standard, not the exception, will leave behind the advisors who wait.

 

Read the full article for Billy’s take on what it takes to serve three generations of planning needs at once, and why an impossible goal might be exactly what this industry needs: www.linkedin.com/pulse/todays-clarion-call-independent-advisors-billy-hopkins-brk8c/ 

Accomplished Marketing Leader Joins Silver Oak Securities to Elevate Advisor Engagement

Jackson, TN – September 30, 2025 — Silver Oak Securities, Inc., a leading independent Broker-Dealer and SEC-Registered Investment Advisor, is proud to announce the appointment of Hollie Murrin as the new Director of Marketing.

Based in the Greater Chicago Area and bringing extensive experience in strategic marketing leadership for asset managers and fintech firms, Hollie joins Silver Oak equipped with a proven track record of building impactful marketing programs that drive engagement and brand recognition. Her transition from Vision2 Systems, a Dallas-based IT firm, underscores her adaptability and insight into scaling marketing within evolving industries.

“We’re thrilled to welcome Hollie to Silver Oak’s team,” said Billy Hopkins, Founder and CEO of Silver Oak. “Her experience shaping powerful brand narratives that drive results will be instrumental in enhancing our advisor-centric marketing strategy. Hollie’s creativity and collaborative mindset make her a perfect fit for our culture.”

Hollie shared: “I’m honored to join Silver Oak at such a dynamic moment. I admire this firm’s unwavering commitment to advisor independence and personalized client relationships. I look forward to strengthening our brand and fostering meaningful connections within our advisor community.”

Founded in 1999, Silver Oak continues to stand out for its advisor-driven culture, flexible RIA solutions, and community-first philosophy. Recently recognized by Investment News as one of the fastest-growing broker-dealers in the nation, Silver Oak supports its advisors with modern technology, streamlined compliance, and a high-touch service model designed to fuel growth.

About Silver Oak Securities
Silver Oak Securities, Inc. is an independent, full-service Broker-Dealer and SEC-Registered Investment Advisor dedicated to supporting independent financial professionals. With equity ownership opportunities, cutting-edge technology, seamless compliance infrastructure, and a people-first philosophy, Silver Oak empowers advisors to build lasting client relationships and grow their practices on their own terms.

Media Contact:
Mel Angert
Intention.ly for Silver Oak Securities
[email protected]