Silver Oak Securities Names Tom McGuire Director of Strategic Partnerships & Marketing

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/

Veteran Marketing Executive Joins Growing Independent Broker-Dealer to Accelerate Advisor Partnership Strategy

Jackson, TN – June 27, 2025 — Silver Oak Securities, Inc., a leading independent Broker-Dealer and SEC-Registered Investment Advisor, is proud to announce the appointment of Tom McGuire as Director of Strategic Partnerships & Marketing.

McGuire joined Silver Oak in early 2025 as a consultant, bringing over two decades of marketing and partnership expertise to support the firm’s advisor-focused growth initiatives. Over the past several months, he has played a pivotal role in developing and scaling Silver Oak’s partnership program, aligning the firm’s mission with a broader network of independent financial professionals.

“We’re thrilled to welcome Tom to the Silver Oak family in a full-time capacity,” said Billy Hopkins, Founder and CEO of Silver Oak. “From day one, Tom has been an invaluable asset. His strategic mindset, deep industry knowledge, and collaborative spirit have already elevated our brand and expanded our reach. Having him on board permanently is a big win for us and for the advisors we serve.”

McGuire brings a distinguished background in financial services. Known for his expertise in strategic marketing, business development, and advisor engagement, McGuire is passionate about building ecosystems that empower independent advisors to thrive.

“I’m honored to officially join Silver Oak’s leadership team,” said McGuire. “This is a firm that truly lives its values: putting people first, championing independence, and building for the future. I’m excited to deepen our strategic partnerships and continue accelerating momentum alongside such a dedicated team.”

Founded in 1999, Silver Oak has long prioritized advisor independence, flexible RIA solutions, and a community-driven culture. Recently named to the Investment News list of fastest-growing broker-dealers in the country, Silver Oak supports its professionals with cutting-edge technology, a seamless compliance experience, and a people-first philosophy that has made it a standout in an industry focused on consolidation.

About Silver Oak Securities
Silver Oak Securities, Inc. is an independent, full-service Broker-Dealer and SEC-Registered Investment Advisor committed to supporting independent financial professionals. With equity ownership opportunities, modern technology, and a high-touch support model, Silver Oak empowers advisors to build meaningful client relationships and grow their practices on their own terms.

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