Silver Oak’s Unplugged 2025 brought together the heart of our community—advisors, partners, and team members—for an unforgettable experience grounded in connection, collaboration, and clarity. Held in a setting as energizing as it was serene, this year’s event delivered more than education—it reignited our shared purpose.
As usual, Unplugged 2025 showcased the best of what it means to be part of the Silver Oak family: advisor-first focus, values-driven leadership, and a culture of support that doesn’t just talk the talk—we walk it together. Unplugged is one of the biggest highlights of our year here at Silver Oak Securities.
Keynotes and Conversations That Mattered
From the opening keynote to our closing reflections, the sessions at Unplugged 2025 dug deep into the challenges and opportunities facing today’s independent advisor. Highlights included:
- Thought-provoking keynotes that challenged us to rethink how we lead, serve, and scale in today’s financial landscape.
- Breakout sessions that balanced practical takeaways with forward-looking strategy—from compliance clarity to next-gen client engagement tools.
- Advisor-led panels where peers shared real stories of success, transition, and growth—proof that with the right partner, anything is possible.
These weren’t snoozy presentations—they were conversations that moved us forward together.

A Community Built for Legacy and Leadership
At Silver Oak, we don’t believe in one-size-fits-all. We believe in independence—empowered, not isolated.
That belief was evident in every hallway conversation, every shared meal, and every moment of mentorship throughout the event. As always, our mission is to support advisors not just with systems and services, but with a culture that truly sees them.
Our advisors enjoy:
- Freedom to choose what’s best for their clients
- Seamless compliance and back-office support
- Modern tech and marketing tools
- Equity ownership opportunities
- Average of 20% more profitability
We’re a family of professionals building legacies on their own terms. And Unplugged helped our community get closer to where they want to be, with lots of one-on-one time where we could learn from each other and grow together.

Sponsors That Rocked
Unplugged wouldn’t be possible without the generous support of our sponsors. Their commitment to innovation and advisor success helps us create an experience that delivers real value.
From our Fintech Alley companies sharing in a session, to breakout sessions hosted by industry experts to the fun of happy hour in the expo hall, we had lots of opportunities to mix, mingle and learn from this great group of partners.

Unplugged 2025 may be in the rearview mirror, but the momentum is just beginning. Our community is growing, our impact is deepening, and we’re more excited than ever about the future we’re building—together. Stay tuned for news about Unplugged 2026!