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Oak Capital Management, LLC

Who We Are

Who We Are

Our firm is committed to establishing and nurturing long-term relationships with individuals, families, and businesses who need and value collaborative financial advice. We serve our clients by recognizing their unique needs that require individualized strategies to meet their financial goals. With a combined experience of over 150 years and a dedication to continued education, we offer an objective perspective on our clients’ finances. We help them make informed decisions so they can feel good about their wealth. Above all else, we are dedicated to high-value reliable service and excellence; creating comprehensive financial strategies – because it’s the right thing to do.

Purpose

Purpose

Our team believes in the power to evolve, continually educate, and adapt to the ever-changing financial landscape. Our goal is to use the knowledge and experience to guide our clients through each station of life or business and to custom fit a financial plan that is right for them.

Principles

Principles

Everything we do is guided by our core values. At Oak Capital, we are a firm united by a shared vision to do the right thing, act with the utmost integrity, and a commitment to excellence in service. We are pledged to the highest standards and always put our clients first.

Relationships

Relationships

Nothing means more to us than the long-lasting relationships we form with our clients. We view financial planning as a collaborative effort. Our team members sit on the same side of the table with their clients, making sure our goals align.

Letter from Our Managing Partner<br/><sup>TROY BARRENTINE, MSF, CFP&#174;</sup><br/>

Letter from Our Managing Partner
TROY BARRENTINE, MSF, CFP®

Welcome to Oak Capital Management, LLC, and thank you for taking the time to learn about us.

Oak Capital Management, LLC, was founded in 2010 after my colleagues and I decided it was time to break away from the corporate environment, so that we could better serve the financial needs of our clients.

Our team is dedicated to serving our clients through our commitment to continuous growth and professional development. Our team consists of 10 CERTIFIED FINANCIAL PLANNER™ professionals, and numerous individuals with graduate degrees in Business and Finance. With an average of eighteen years in the industry, we have the education and experience to create a course of action that helps meet our clients’ needs, today and into the future.

Most of our clients have been with us for many years, and for this reason I am very proud of our team. It is a testament to the fact that we go above and beyond the normal financial advisory role of investments and insurance. We try to be that financial “big brother” that most people would like to have in their corner. Finance, and financial products are complex, but we strive to be straightforward and direct with our advice, and to limit the financial jargon the industry as a whole likes to use.

We are transparent about our fees, and we strive to be on the same side of the table as our clients. We work exceptionally hard to give advice that is in the clients’ best interests.

We look forward to hearing from you, and please remember that we are never too busy to help someone that is important to you.

OAK CAPITAL MANAGEMENT, LLC
Our Services

Integrated Financial Plans

Integrated Financial Plans

Our Financial Advisors use a comprehensive evaluation of the client’s unique needs. Using the latest tools and technology, we customize a plan to address their needs and wants based on the client’s financial circumstances. Using a goals-based perspective, our Financial Advisors create personal and business funding strategies for their clients. In coordination with recommended investment approaches, we review your plan for tax sensitivity and asset protection needs. We are forward-looking and create plans that incorporate family needs, risk management, and a client’s lifetime gifting desires.

Investment Strategy and Wealth Management

Investment Strategy and Wealth Management

Attention to detail is key to planning for financial success. Through proper asset allocation, frequent portfolio review, and cash flow analysis, our Financial Advisors provide clients with a strategy designed to work for them.

Lifestyle and Legacy Guidance

Lifestyle and Legacy Guidance

Nurturing the Financial Advisor-client relationship is a crucial aspect of what we do. By getting to know clients and the lifestyles they live, our Financial Advisors can address not only their needs, but their wants. The budget planning, debt management, and tax planning our Financial Advisors provide can put clients in a financial situation to afford the travel, gifting, and retirement they desire.

Products & Services

Resources

Welcome to our research center! We have created a library of information
on important financial topics that we believe you'll find helpful.

Articles

Articles

Educate yourself on a variety of financial topics.

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Calculators

Calculators

A host of financial tools to assist you.

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Flipbooks

Flipbooks

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

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Newsletters

Newsletters

Timely newsletters to help you stay current.

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Glossary

Glossary

Financial terms from A to Z.

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Videos

Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

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All Team Members

Troy R. Barrentine, MSF, CFP®, ChFC, CLU, CAP

Managing Partner

Troy R. Barrentine is the founder and Managing Partner of Oak Capital Management, LLC. Troy started in the business in 1993 and focused on retirement, portfolio management, and estate planning. He joined his current broker-dealer, now Equitable Advisors, in 1995 and was asked to run the Charleston, SC office in 1998. As the Divisional Vice President, he recruited and trained many advisors and staff over his twelve-year management career, including most of the current Oak Capital team. He eventually left Equitable management to start Oak Capital in 2010.

Troy helps clients reach their personal and financial goals through holistic-financial planning that includes cash flow analysis, comprehensive wealth management, and advanced estate and tax planning. His clients often seek his guidance when they have a life change, such as retirement, divorce, death of a loved one, and estate issues. Troy’s business clients, which include entrepreneurs, doctors, lawyers, and former professional athletes, value the long-terms relationships they have with him.

Since receiving his CERTIFIED FINANCIAL PLANNER™ professional designation in 2001, Troy has also earned the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor in Philanthropy (CAP) designations, and is currently a Level 2 Candidate for the Chartered Financial Analyst (CFA) designation.

Troy received his bachelor’s degree in business administration from Georgia Southern University and has subsequently earned his Master’s in Finance and Investment Analysis from the College of Financial Planning, located in Denver, Colorado.

Troy holds FINRA series 7, 63, 65, 24, 53 and 4 security licenses.

In his personal time, Troy enjoys working out, studying Aikido, and spending time with his two daughters, Emma and Willa.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Christopher Miller, MSFS, ChFC, RICP, CFP®

Senior Partner

Christopher T. Miller is a founding member and Senior Partner of Oak Capital Management, LLC. Chris got his start in the financial services industry joined his current broker-dealer, now Equitable Advisors, in 1998. In 2001, he was asked to serve as a Divisional Vice President in the Upstate of South Carolina. He helped to develop advisors and staff during his nine years in this role. Chris stepped away from Equitable management to join Troy Barrentine, Managing Partner, and the other Senior Partners to form Oak Capital Management, LLC in 2010.

Chris works alongside clients to create a game plan for financial success. Having clients with a variety of circumstances and income levels, he creates a road map using real world strategies. Chris has a passion for solving the retirement planning puzzle. Retirement planning requires more than saving for retirement; it must incorporate carefully executed distribution strategies.
Since receiving his CERTIFIED FINANCIAL PLANNER™ professional designation, Chris has also earned the Chartered Financial Consultant (ChFC) and Retirement Income Certified Planner (RICP) designations. In addition, he also holds FINRA Series 6, 7, 63, 65, and 24 licenses.

Chris has a bachelor’s degree from the College of Charleston and has subsequently earned his Master of Science in Financial Services from the American College of Financial Services with a concentration in Retirement Planning.

Outside of the office, Chris likes to stay active and enjoys all that the Upstate has to offer.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

William J. Milton, Jr., MBA, CFP®, ChFC, CLU

Senior Partner

William Milton is a founding member and Senior Partner of Oak Capital Management, LLC. William has been in the industry since his start with his current broker-dealer, now Equitable Advisors over 19 years ago. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.

William truly gets satisfaction out of helping individuals, businesses and organizations reach their financial goals. By combining his knowledge and experience in financial services with his focus on building lasting relationships, William is determined to deliver sound investment and insurance strategies that can help you take control of your financial future. Working together, William and his clients use his ability to design an investment strategy that addresses their unique needs and helps them reach their goals.

William received his bachelor’s degree from Morehouse College and subsequently earned his Master’s in Business Administration from Georgia Southern University. Through commitment to continued education, William has also earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He also holds FINRA series 7, 63, 65, and 24 registrations.

Outside of the office, William enjoys reading, listening to a variety of different music, staying active in the community, and spending time with his wife Dominique and their three children; Gabrielle, William, and Danhielle.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Daniel A. Dupuis, CFP®, RICP

Senior Partner

Daniel Dupius is a founding member and Senior Partner of Oak Capital Management, LLC. Dan started in the industry in 2003 with the Retirement Benefits Group of Equitable Advisors. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.

Dan is committed to assisting individuals and businesses in both the public and private sectors with their broad-based financial planning, retirement planning and estate planning needs. He utilizes a comprehensive approach; working with his clients to set and achieve short-term as well as long-term goals. Dan is deeply committed to their success. He regularly takes continuing education classes to further his financial planning knowledge and stay on top of industry trends.

Dan received his bachelor’s degree in Business Administration with a minor in Finance from the College of Charleston. Since earning his degree, Dan has also attained the CERTIFIED FINANCIAL PLANNER™ professional designation and the Retirement Income Certified Planner (RICP) designation. He also holds FINRA Series 7, series 63, and series 65 registrations, as well as Life and Health Insurance licenses.
Dan resides in Mt. Pleasant with his wife Diana, son Ryan, daughter Arden and four-legged friend Rambo.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

George T. Holmes, IV, MBA

Senior Partner | Retirement Planning Specialist

George T. Holmes is a founding member and Senior Partner of Oak Capital Management, LLC. George joined his current broker-dealer, now Equitable Advisors, in 2004 to start his career in the financial services industry. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC and serves as the firm’s financial officer.

George’s interest in finance started in his teens when I was given a few shares of stock that he still owns to this day. In raising his two children, Julie and Justin, he has been forced to live his life according to the precepts and values he brings to his practice. In teaching them financial planning, and in working with his diverse clientele, George learned the value of a written plan, simple goal setting, and living your values. As our group's financial officer, George has had to prioritize the needs of the group versus the needs of each individual. He brings the combination of practical experience with focused education to bear on your goals.

George is committed to furthering his education in order to serve his clients to the best of his ability. He attainted his MBA from the Citadel. During his time at the Citadel, he also spent time as a paid and as a volunteer tax preparer; learning to love the one-on-one of working with clients to understand their current tax planning needs. George also holds FINRA Series 66 and 7 licenses.

George and his wife Cindy have been part of the Charleston community for the last 20+ years. As a former USAF Officer and Pilot, he was stationed at Joint Base Charleston from 1997-2000, where he flew the C-141 as an aircraft commander.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Maxwell F. Boyd, CFP®

Senior Partner

Maxwell F. Boyd is a founding member and Senior Partner of Oak Capital Management, LLC. Maxwell started in the industry when he joined his current broker-dealer, now Equitable Advisors, in 2005. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.

As a financial advisor, Maxwell focuses on retirement income and estate planning for families, institutions and individuals. Maxwell has teamed with a vast network of professionals that enable him to provide his clients with access to a comprehensive financial team they can trust.

Maxwell has earned the CERTIFIED FINANCIAL PLANNER™ professional designation and holds FINRA series 7 and 66 licenses.

In his personal time, Maxwell enjoys boating and Brazilian jujitsu.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Michael Bynarowicz, CFP®, ChFC

Partner

Michael Bynarowicz is a financial advisor and partner of Oak Capital Management, LLC. Mike began his career in the financial services industry when he joined his current broker-dealer, now Equitable Advisors, in 2012. He joined the Oak Capital team in 2018.

Mike’s focus is on bringing confidence and clarity to his clients’ financial future. By taking a comprehensive planning approach, Mike helps clients build a sound financial plan addressing retirement and savings strategies, investment management, tax and estate planning, and insurance needs.

Mike received his bachelor’s degree in financial management from Clemson University. With a commitment to continued education, Mike has since attained the CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC) designations. He also holds FINRA Series 7, 63, and 65 registrations.

Mike resides in Simpsonville, SC with his wife Anna and their two children, Olivia and Cullen. Outside of the office, he enjoys playing golf and spending time at the lake with his family.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Gary "Chris" Johnson, CFP®, ChFC

Partner

Gary “Chris” Johnson is an advisor and partner of Oak Capital Management, LLC. Chris began his career in the financial services industry in 1998 then went on to join the Oak Capital team in 2019.
Chris concentrates on helping clients organize and allocate the main areas of their financial planning lives: goals and objectives, investment accounts (retirement and non-retirement), and insurance.

Chris recognizes the importance of tying all areas on a financial plan into one strategy and shows his clients how they can use these strategies to succeed in meeting their financial goals.

Chris received his bachelor’s degree from the Citadel. After completing his undergraduate program, Chris has also attained the CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC) designations. He also holds FINRA Series 7, 6, and 65 registrations.

Chris lives in Greenville, SC with his wife Janice, son Joshua, and daughter Jenna. His professional commitments are complimented by his volunteer efforts, with 26 years of involvement with the Nicholtown route for Meals on Wheels as well as 22 years of Prison Fellowship at Perry Correctional Institute in Pelzer, SC.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

H. Micheal Thomas, MSFS, ChFC, CLU

Partner

H. Michael Thomas is a financial advisor and partner at Oak Capital Management, LLC. He joined his current broker-dealer, now Equitable Advisors, in 1986 and later joined the Oak Capital team.

H. Michael’s mission is to help individuals and businesses build their financial future in creating personalized strategies and to implement solutions to take care of their most important financial goals. To stay on top of his field and develop his professional skills, H. Michael regularly attends industry training and certification programs. He is dedicated to staying up to date on industry trends and regulatory changes.

H. Michael received his bachelor’s degree from Northwest Christian College. After completing his undergraduate program, he went on to earn a master’s in art and Religion and a master’s in religious education from Liberty University. After recognizing his interest in the financial services industry, H. Michael earned a master’s degree in financial services from the American College of Financial Services. With a commitment to continued education, he has also attained the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®), Life Under Training Council Fellowship (LUTCF®), Chartered Advisor of Senior Living (CASL®), Chartered Advisor in Philanthropy (CAP®), Chartered Special Needs Consultant (ChSNC®), and Retirement Income Certified Professional (RICP®) designations. He also holds FINRA Series 6, 7, 63, and 65 registrations.

H. Michael currently resides in Florence, SC with his wife Sheena. Maintaining a strong sense of community is important to him. H. Michael serves as a Sunday school teacher, a timpanist in orchestra, and a finance committee member at Florence Baptist Temple, the church he and his wife attend. He is also a certified spinning instructor through the YMCA and a certified mentor for public schools.


Arkansas Insurance License #: 2482350

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Sean Dambaugh, MBA, CFP®

Partner

Sean is a Financial Consultant and Partner at Oak Capital Management, LLC. With the goal of helping his clients take control of their futures, he develops client's comprehensive financial plans and annual plan reviews. This includes evaluating the client's current financial position and recommending strategies for asset management, tax planning, estate planning, and risk management. Sean builds strong, lasting relationships with his clients through regular meetings where he reviews client's progress toward meeting their financial goals. He focuses on clarifying his client's financial status and educating them on retirement planning principles, portfolio strategies and current market situations.

Whether working with individual or corporate clients, Sean works closely with his team at Oak Capital Management, LLC to make sure all of the details of his clients' are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he will periodically touch base with you to make sure his service is not only meeting your expectations, but exceeding them!

Sean graduated from the University of Maryland with both his Bachelor's degree and his Masters of Business Administration (MBA) from the Smith School of Business. He is currently an Equitable Advisors Registered Representative (Series 7 and 66 licenses).

Outside of work, Sean enjoys sports, traveling, and spending time with his wife Jessica, and their two sons, Kyle and Jake.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Norris Woody

Partner | Retirement Planning Specialist

Norris Woody is an advisor and partner of Oak Capital Management, LLC. He began his career with his current broker-dealer, now Equitable Advisors, in 1996 and was added to the Oak Capital team in 2020.

Norris is a Qualified Plan Specialist and Executive Benefit Specialist. He specializes in personal financial planning for executives, providing wealth protection and asset management. Norris shares our firm’s passion for our business. He works to the highest standards and is a trusted partner to his clients.

Norris completed his undergraduate program at High Point University. He has also completed the coursework for a Wharton Certificate in Retirement Planning. He also hold FINRA 6, 7, 63, and 65 licenses.

In his spare time, Norris stays active in his community. He has served on the Executive Committee for the Boy Scouts of America, Town of Cornelius Planning Board, and has been a member of the National Ski Patrol for 48 years.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning for the Wharton School of the University of Pennsylvania. Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

James B. Plair, Jr., ChFC, CLU

Partner

James Plair is a financial advisor and partner of Oak Capital Management, LLC. James has over 30 years of experience in the industry and joined the firm in 1985.

James is committed to serving his clients by utilizing the broad network of specialists throughout the Equitable Advisors’ national network. He ensures his clients receive well-rounded financial plans and advice. James has also been involved in the group health and ancillary insurance marketplace for 30 years and continues to help clients deal with this ever-changing and evolving area.

James received his bachelor’s degree in Finance from Clemson University. With his commitment to continued education, James has also attained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He also holds FINRA Series 6, 7, 63, and 65 registrations, as well as Life and Health Insurance licenses.

James is a life-long resident of Mt. Pleasant where he currently resides with his wife Kathy. He is also a life-long member of St. Andrews Church in the Old Village. Outside of the office, he dedicates his time to staying active in the local community and has served on the Mt. Pleasant Planning Commission and as president of the Rotary Club. James also enjoys swimming with his local master’s swim group and working with his interesting selection of plants.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Huy “Kevin” Le

Financial Advisor

Kevin is committed to provide exceptional care and personalized wealth planning solutions for his clients and their families.

Through an established process of understanding a client's many complex needs, Kevin structures holistic financial plans that integrate portfolio construction, investment selection, risk management, cash flow analysis, and goal-based retirement planning. He is passionate in solving problems to improve each of his clients’ probability of retirement success.

Prior to joining Oak Capital Management, Kevin worked in financial planning and investment management roles at global financial services firms such as UBS and Merrill Lynch. He holds FINRA Series 7 and series 66 licenses.

Kevin currently resides in Summerville, SC. He has been involved with the Society of Asian Scientists and Engineers. Outside of the work, he enjoys spending time with his family, his fiancé, and their Shih Tzu pet, Mason.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Colin Johannessen

Financial Professional

Colin is a Financial Professional at Oak Capital Management, LLC. With the goal of helping his clients take control of their futures, he assists in developing client's comprehensive financial plans and annual plan reviews. This includes evaluating client's current financial position and recommending strategies for asset management and risk management. Colin builds strong, lasting relationships with our clients through regular meetings where he reviews client's progress toward meeting their financial goals. He focuses on clarifying our client's financial status and educating them on portfolio strategies and current market situations.

Whether working with individual or corporate clients, Colin works closely with his team at Oak Capital Management, LLC to make sure that all of the details of our clients’ needs are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he will periodically touch base with you to make sure his service is not only meeting your expectations but exceeding them!

Colin graduated from the Bentley University with his Bachelor's degree in Finance. He is currently holds Series 7, 63, & 65 registrations.

Outside of work, Colin enjoys golf, traveling, cars, and spending time with his girlfriend of five years, Meagan.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Jason Thompson, CFP®

Financial Advisor

Jason Thompson is a financial advisor with Oak Capital Management, LLC. Jason received his bachelor’s degree in Chemical Engineering from Clemson University in 1997. After nearly 10 years working as an engineer, Jason transitioned to the financial services industry in 2007 when he joined Equitable Advisors where he partnered with his father.

Jason uses his engineering methodology to provide clear solutions to his clients focusing on holistic financial planning and bringing clarity through comprehensive planning in the areas of investment planning, retirement planning, insurance and estate planning.

In addition to holding FINRA series 7 and 66 registrations, Jason went on to attain the CERTIFIED FINANCIAL PLANNERTM professional designation.

Jason lives in Irmo, SC with his wife Meghan and their 2 children Caleb and Maisie. Outside of the office Jason spends his time coaching youth sports teams and serving as a youth counselor at Union United Methodist Church in Irmo, SC. Jason is also involved in the F3 Men’s fitness group and participates in various adventure races and road races of varying distances.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Charmaine Alexander

Office Administrator

Charmaine brings over 25 years of administrative experience to the table with proficiency in employee management, scheduling and correspondence in a clinical setting. Charmaine’s experience with data management privacy and project coordination make her an invaluable asset to the firm and Oak Capital Management as a whole.

Prior to joining the firm, Charmaine graduated from Miller Motte Technical College, top of her class with an Associate’s degree in Medical Office Management and Applied Sciences. After graduation, Charmaine worked as a Medical Office Manager and Certified Medical Assistant for Palmetto Primary Care Physicians for 9 years. Her excellent clinic and administration support resulted in the opportunity to move into a private practice which she helped the Physician open and build from the ground up. She was employed for 15 years as the clinic manager.

Charmaine has been with Oak Capital Management since November of 2019 and hopes to continue her journey further into the financial services industry.

 

Charmaine Alexander offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Wendy Lee Ashcraft

New Accounts Coordinator

Wendy Ashcraft serves as the coordinator for new business and financial planning.

Prior to her current position, Wendy served as the Office Administrator for the Oak team starting in 2007. With over eight years of experience in the industry and her various positions, Wendy is able to seamlessly switch gears and knowledgably assist in all areas.

Wendy currently resides in her hometown of Mount Pleasant, where she raises her six year old son.

 

Wendy Lee Ashcraft offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Christie Williams Bazzle

Executive Administrator

Christie Williams Bazzle is dedicated to providing comprehensive and reliable strategies to our clients’ needs in a personable and professional manner. She takes pride in every opportunity for client interaction with the objective of always providing a positive client experience. With a degree in Business and Marketing, she had experience in Property Management and an administrative background in education before finding her niche 6 years ago in the financial field. Christie grew up in central Florida but is proud to call South Carolina home. Outside of the office, Christie loves spending the day on the beach with her husband and three children or watching Gamecock football with family and friends.

 

Christie Williams Bazzle offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Robyn Copeland

Office Administrator

Robyn is the office administrator for our Greenville location and has 30 years’ experience. She has been with the Oak Capital team for 9 years. Robyn’s prior career experience includes medical office administration, and procurement manager for a large building materials distributor. Her dedication and positive attitude add to the success of our team.

Robyn grew up in the south and has been in the Greenville area for 20 years. Robyn and her husband, Steve, have two daughters and four grandchildren. In her spare time, she enjoys outdoor activities in the Upstate and nearby mountains, travel, family outings, movies and baking.

 

Robyn Copeland offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Jill Harrell

Financial Advisor Support Specialist

Jill Harrell offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Isabel Harris

Client Service Coordinator

Isabel Cochran serves as a client service coordinator in the Mt. Pleasant office. Isabel has been with Oak Capital since 2017, initially hired as the Office Administrator. In 2019, she was promoted to Client Service for Mr. Barrentine. She graduated from the College of Charleston with a Bachelor of Science in Psychology in 2013. Originally from Mount Pleasant, Isabel now resides in the West Ashley area. In her free time, she designs floral arrangements for weddings & events, spends time in the yard, and enjoys camping in the North Carolina mountains.

 

Isabel Harris offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Janice Johnson

Client Support Specialist

Janice Johnson has served in the role of client support specialist at Oak Capital Management, LLC since 2018. She is a graduate of Clemson University with over 25 years’ experience in business administration and office management. She has a background in both Mortgage Loan Origination and Processing and Wealth Management administrative duties.

 

Janice Johnson offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Dana Rice

Client Relationship Manager

Dana Rice serves as client relationship manager to Dan Dupuis. Dana moved to the lowcountry nine years ago and loves making a life here. She was the Director of Client Services for a financial planning firm in St. Louis, Missouri before starting a family. Now that her 2 boys are older, Dana is excited to be back as a part of the OCM team; helping others build their financial futures.

 

Dana Rice offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Mona Tutino

Executive Administrator

Mona has served as executive administrator to Norris Woody since 2014. She came into the job with knowledge of the services he had to offer after being a client of his for 7 years prior. She has also attended the Elite Producer Group Executive Assistant National Conference for the last 7 years to build on her knowledge and be the best resource she can to the firm. Mona’s career spans over 40 years of experience in office management and customer service. Outside of work, she enjoys spending time with her family, staying active, gardening and cooking.

 

Mona Tutino offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Trinity Mooney

Client Support Specialist

Trinity Mooney is a Client Support Specialist at Oak Capital Management, LLC. Joining the firm in 2022, Trinity manages the firm’s client relationship management software, data entry process, and client underwriting requirements. Originally from Orangeburg SC, Trinity currently resides in Gray Court SC with her two cats, Zoe and Stella.

Sarah Beth Anderson

Client Relationship Manager

Sarah Beth serves as the Client Relationship Manager in the Greenville office. She graduated from Presbyterian College in 2012 where she studied English and was a goalkeeper for their soccer program. Since graduating, she has moved to Greenville and enjoys staying active through indoor cycling at Cyclebar Greenville and taking her dog Hazel on walks at Unity Park. She loves being a homeowner where she takes pride in her lawn and garden and enjoys all things cooking and baking.

Nayla Miller

Marketing Coordinator

Nayla Miller serves as a Marketing Coordinator in Greenville office, managing the organization website and social medias, executing marketing campaigns, and organizing corporative events. Nayla is a dynamic professional with a diverse background, holding a Law Degree from Pontifical Catholic University of Rio de Janeiro, being a Certified Natural Health Professional, as well as Reiki Master. Since getting married, she has relocated to Greenville, and enjoys spending time outdoors, practicing Yoga, and spending time with her husband and their fur-baby.

Mount Pleasant, SC

Troy R. Barrentine, MSF, CFP®, ChFC, CLU, CAP

Managing Partner

Troy R. Barrentine is the founder and Managing Partner of Oak Capital Management, LLC. Troy started in the business in 1993 and focused on retirement, portfolio management, and estate planning. He joined his current broker-dealer, now Equitable Advisors, in 1995 and was asked to run the Charleston, SC office in 1998. As the Divisional Vice President, he recruited and trained many advisors and staff over his twelve-year management career, including most of the current Oak Capital team. He eventually left Equitable management to start Oak Capital in 2010.

Troy helps clients reach their personal and financial goals through holistic-financial planning that includes cash flow analysis, comprehensive wealth management, and advanced estate and tax planning. His clients often seek his guidance when they have a life change, such as retirement, divorce, death of a loved one, and estate issues. Troy’s business clients, which include entrepreneurs, doctors, lawyers, and former professional athletes, value the long-terms relationships they have with him.

Since receiving his CERTIFIED FINANCIAL PLANNER™ professional designation in 2001, Troy has also earned the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor in Philanthropy (CAP) designations, and is currently a Level 2 Candidate for the Chartered Financial Analyst (CFA) designation.

Troy received his bachelor’s degree in business administration from Georgia Southern University and has subsequently earned his Master’s in Finance and Investment Analysis from the College of Financial Planning, located in Denver, Colorado.

Troy holds FINRA series 7, 63, 65, 24, 53 and 4 security licenses.

In his personal time, Troy enjoys working out, studying Aikido, and spending time with his two daughters, Emma and Willa.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

William J. Milton, Jr., MBA, CFP®, ChFC, CLU

Senior Partner

William Milton is a founding member and Senior Partner of Oak Capital Management, LLC. William has been in the industry since his start with his current broker-dealer, now Equitable Advisors over 19 years ago. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.

William truly gets satisfaction out of helping individuals, businesses and organizations reach their financial goals. By combining his knowledge and experience in financial services with his focus on building lasting relationships, William is determined to deliver sound investment and insurance strategies that can help you take control of your financial future. Working together, William and his clients use his ability to design an investment strategy that addresses their unique needs and helps them reach their goals.

William received his bachelor’s degree from Morehouse College and subsequently earned his Master’s in Business Administration from Georgia Southern University. Through commitment to continued education, William has also earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He also holds FINRA series 7, 63, 65, and 24 registrations.

Outside of the office, William enjoys reading, listening to a variety of different music, staying active in the community, and spending time with his wife Dominique and their three children; Gabrielle, William, and Danhielle.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Daniel A. Dupuis, CFP®, RICP

Senior Partner

Daniel Dupius is a founding member and Senior Partner of Oak Capital Management, LLC. Dan started in the industry in 2003 with the Retirement Benefits Group of Equitable Advisors. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.

Dan is committed to assisting individuals and businesses in both the public and private sectors with their broad-based financial planning, retirement planning and estate planning needs. He utilizes a comprehensive approach; working with his clients to set and achieve short-term as well as long-term goals. Dan is deeply committed to their success. He regularly takes continuing education classes to further his financial planning knowledge and stay on top of industry trends.

Dan received his bachelor’s degree in Business Administration with a minor in Finance from the College of Charleston. Since earning his degree, Dan has also attained the CERTIFIED FINANCIAL PLANNER™ professional designation and the Retirement Income Certified Planner (RICP) designation. He also holds FINRA Series 7, series 63, and series 65 registrations, as well as Life and Health Insurance licenses.
Dan resides in Mt. Pleasant with his wife Diana, son Ryan, daughter Arden and four-legged friend Rambo.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

George T. Holmes, IV, MBA

Senior Partner | Retirement Planning Specialist

George T. Holmes is a founding member and Senior Partner of Oak Capital Management, LLC. George joined his current broker-dealer, now Equitable Advisors, in 2004 to start his career in the financial services industry. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC and serves as the firm’s financial officer.

George’s interest in finance started in his teens when I was given a few shares of stock that he still owns to this day. In raising his two children, Julie and Justin, he has been forced to live his life according to the precepts and values he brings to his practice. In teaching them financial planning, and in working with his diverse clientele, George learned the value of a written plan, simple goal setting, and living your values. As our group's financial officer, George has had to prioritize the needs of the group versus the needs of each individual. He brings the combination of practical experience with focused education to bear on your goals.

George is committed to furthering his education in order to serve his clients to the best of his ability. He attainted his MBA from the Citadel. During his time at the Citadel, he also spent time as a paid and as a volunteer tax preparer; learning to love the one-on-one of working with clients to understand their current tax planning needs. George also holds FINRA Series 66 and 7 licenses.

George and his wife Cindy have been part of the Charleston community for the last 20+ years. As a former USAF Officer and Pilot, he was stationed at Joint Base Charleston from 1997-2000, where he flew the C-141 as an aircraft commander.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Sean Dambaugh, MBA, CFP®

Partner

Sean is a Financial Consultant and Partner at Oak Capital Management, LLC. With the goal of helping his clients take control of their futures, he develops client's comprehensive financial plans and annual plan reviews. This includes evaluating the client's current financial position and recommending strategies for asset management, tax planning, estate planning, and risk management. Sean builds strong, lasting relationships with his clients through regular meetings where he reviews client's progress toward meeting their financial goals. He focuses on clarifying his client's financial status and educating them on retirement planning principles, portfolio strategies and current market situations.

Whether working with individual or corporate clients, Sean works closely with his team at Oak Capital Management, LLC to make sure all of the details of his clients' are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he will periodically touch base with you to make sure his service is not only meeting your expectations, but exceeding them!

Sean graduated from the University of Maryland with both his Bachelor's degree and his Masters of Business Administration (MBA) from the Smith School of Business. He is currently an Equitable Advisors Registered Representative (Series 7 and 66 licenses).

Outside of work, Sean enjoys sports, traveling, and spending time with his wife Jessica, and their two sons, Kyle and Jake.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

James B. Plair, Jr., ChFC, CLU

Partner

James Plair is a financial advisor and partner of Oak Capital Management, LLC. James has over 30 years of experience in the industry and joined the firm in 1985.

James is committed to serving his clients by utilizing the broad network of specialists throughout the Equitable Advisors’ national network. He ensures his clients receive well-rounded financial plans and advice. James has also been involved in the group health and ancillary insurance marketplace for 30 years and continues to help clients deal with this ever-changing and evolving area.

James received his bachelor’s degree in Finance from Clemson University. With his commitment to continued education, James has also attained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He also holds FINRA Series 6, 7, 63, and 65 registrations, as well as Life and Health Insurance licenses.

James is a life-long resident of Mt. Pleasant where he currently resides with his wife Kathy. He is also a life-long member of St. Andrews Church in the Old Village. Outside of the office, he dedicates his time to staying active in the local community and has served on the Mt. Pleasant Planning Commission and as president of the Rotary Club. James also enjoys swimming with his local master’s swim group and working with his interesting selection of plants.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Colin Johannessen

Financial Professional

Colin is a Financial Professional at Oak Capital Management, LLC. With the goal of helping his clients take control of their futures, he assists in developing client's comprehensive financial plans and annual plan reviews. This includes evaluating client's current financial position and recommending strategies for asset management and risk management. Colin builds strong, lasting relationships with our clients through regular meetings where he reviews client's progress toward meeting their financial goals. He focuses on clarifying our client's financial status and educating them on portfolio strategies and current market situations.

Whether working with individual or corporate clients, Colin works closely with his team at Oak Capital Management, LLC to make sure that all of the details of our clients’ needs are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he will periodically touch base with you to make sure his service is not only meeting your expectations but exceeding them!

Colin graduated from the Bentley University with his Bachelor's degree in Finance. He is currently holds Series 7, 63, & 65 registrations.

Outside of work, Colin enjoys golf, traveling, cars, and spending time with his girlfriend of five years, Meagan.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Charmaine Alexander

Office Administrator

Charmaine brings over 25 years of administrative experience to the table with proficiency in employee management, scheduling and correspondence in a clinical setting. Charmaine’s experience with data management privacy and project coordination make her an invaluable asset to the firm and Oak Capital Management as a whole.

Prior to joining the firm, Charmaine graduated from Miller Motte Technical College, top of her class with an Associate’s degree in Medical Office Management and Applied Sciences. After graduation, Charmaine worked as a Medical Office Manager and Certified Medical Assistant for Palmetto Primary Care Physicians for 9 years. Her excellent clinic and administration support resulted in the opportunity to move into a private practice which she helped the Physician open and build from the ground up. She was employed for 15 years as the clinic manager.

Charmaine has been with Oak Capital Management since November of 2019 and hopes to continue her journey further into the financial services industry.

 

Charmaine Alexander offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Wendy Lee Ashcraft

New Accounts Coordinator

Wendy Ashcraft serves as the coordinator for new business and financial planning.

Prior to her current position, Wendy served as the Office Administrator for the Oak team starting in 2007. With over eight years of experience in the industry and her various positions, Wendy is able to seamlessly switch gears and knowledgably assist in all areas.

Wendy currently resides in her hometown of Mount Pleasant, where she raises her six year old son.

 

Wendy Lee Ashcraft offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Jill Harrell

Financial Advisor Support Specialist

Jill Harrell offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Isabel Harris

Client Service Coordinator

Isabel Cochran serves as a client service coordinator in the Mt. Pleasant office. Isabel has been with Oak Capital since 2017, initially hired as the Office Administrator. In 2019, she was promoted to Client Service for Mr. Barrentine. She graduated from the College of Charleston with a Bachelor of Science in Psychology in 2013. Originally from Mount Pleasant, Isabel now resides in the West Ashley area. In her free time, she designs floral arrangements for weddings & events, spends time in the yard, and enjoys camping in the North Carolina mountains.

 

Isabel Harris offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Dana Rice

Client Relationship Manager

Dana Rice serves as client relationship manager to Dan Dupuis. Dana moved to the lowcountry nine years ago and loves making a life here. She was the Director of Client Services for a financial planning firm in St. Louis, Missouri before starting a family. Now that her 2 boys are older, Dana is excited to be back as a part of the OCM team; helping others build their financial futures.

 

Dana Rice offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Greenville, SC

Christopher Miller, MSFS, ChFC, RICP, CFP®

Senior Partner

Christopher T. Miller is a founding member and Senior Partner of Oak Capital Management, LLC. Chris got his start in the financial services industry joined his current broker-dealer, now Equitable Advisors, in 1998. In 2001, he was asked to serve as a Divisional Vice President in the Upstate of South Carolina. He helped to develop advisors and staff during his nine years in this role. Chris stepped away from Equitable management to join Troy Barrentine, Managing Partner, and the other Senior Partners to form Oak Capital Management, LLC in 2010.

Chris works alongside clients to create a game plan for financial success. Having clients with a variety of circumstances and income levels, he creates a road map using real world strategies. Chris has a passion for solving the retirement planning puzzle. Retirement planning requires more than saving for retirement; it must incorporate carefully executed distribution strategies.
Since receiving his CERTIFIED FINANCIAL PLANNER™ professional designation, Chris has also earned the Chartered Financial Consultant (ChFC) and Retirement Income Certified Planner (RICP) designations. In addition, he also holds FINRA Series 6, 7, 63, 65, and 24 licenses.

Chris has a bachelor’s degree from the College of Charleston and has subsequently earned his Master of Science in Financial Services from the American College of Financial Services with a concentration in Retirement Planning.

Outside of the office, Chris likes to stay active and enjoys all that the Upstate has to offer.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Michael Bynarowicz, CFP®, ChFC

Partner

Michael Bynarowicz is a financial advisor and partner of Oak Capital Management, LLC. Mike began his career in the financial services industry when he joined his current broker-dealer, now Equitable Advisors, in 2012. He joined the Oak Capital team in 2018.

Mike’s focus is on bringing confidence and clarity to his clients’ financial future. By taking a comprehensive planning approach, Mike helps clients build a sound financial plan addressing retirement and savings strategies, investment management, tax and estate planning, and insurance needs.

Mike received his bachelor’s degree in financial management from Clemson University. With a commitment to continued education, Mike has since attained the CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC) designations. He also holds FINRA Series 7, 63, and 65 registrations.

Mike resides in Simpsonville, SC with his wife Anna and their two children, Olivia and Cullen. Outside of the office, he enjoys playing golf and spending time at the lake with his family.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Gary "Chris" Johnson, CFP®, ChFC

Partner

Gary “Chris” Johnson is an advisor and partner of Oak Capital Management, LLC. Chris began his career in the financial services industry in 1998 then went on to join the Oak Capital team in 2019.
Chris concentrates on helping clients organize and allocate the main areas of their financial planning lives: goals and objectives, investment accounts (retirement and non-retirement), and insurance.

Chris recognizes the importance of tying all areas on a financial plan into one strategy and shows his clients how they can use these strategies to succeed in meeting their financial goals.

Chris received his bachelor’s degree from the Citadel. After completing his undergraduate program, Chris has also attained the CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC) designations. He also holds FINRA Series 7, 6, and 65 registrations.

Chris lives in Greenville, SC with his wife Janice, son Joshua, and daughter Jenna. His professional commitments are complimented by his volunteer efforts, with 26 years of involvement with the Nicholtown route for Meals on Wheels as well as 22 years of Prison Fellowship at Perry Correctional Institute in Pelzer, SC.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Robyn Copeland

Office Administrator

Robyn is the office administrator for our Greenville location and has 30 years’ experience. She has been with the Oak Capital team for 9 years. Robyn’s prior career experience includes medical office administration, and procurement manager for a large building materials distributor. Her dedication and positive attitude add to the success of our team.

Robyn grew up in the south and has been in the Greenville area for 20 years. Robyn and her husband, Steve, have two daughters and four grandchildren. In her spare time, she enjoys outdoor activities in the Upstate and nearby mountains, travel, family outings, movies and baking.

 

Robyn Copeland offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Janice Johnson

Client Support Specialist

Janice Johnson has served in the role of client support specialist at Oak Capital Management, LLC since 2018. She is a graduate of Clemson University with over 25 years’ experience in business administration and office management. She has a background in both Mortgage Loan Origination and Processing and Wealth Management administrative duties.

 

Janice Johnson offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Trinity Mooney

Client Support Specialist

Trinity Mooney is a Client Support Specialist at Oak Capital Management, LLC. Joining the firm in 2022, Trinity manages the firm’s client relationship management software, data entry process, and client underwriting requirements. Originally from Orangeburg SC, Trinity currently resides in Gray Court SC with her two cats, Zoe and Stella.

Sarah Beth Anderson

Client Relationship Manager

Sarah Beth serves as the Client Relationship Manager in the Greenville office. She graduated from Presbyterian College in 2012 where she studied English and was a goalkeeper for their soccer program. Since graduating, she has moved to Greenville and enjoys staying active through indoor cycling at Cyclebar Greenville and taking her dog Hazel on walks at Unity Park. She loves being a homeowner where she takes pride in her lawn and garden and enjoys all things cooking and baking.

Nayla Miller

Marketing Coordinator

Nayla Miller serves as a Marketing Coordinator in Greenville office, managing the organization website and social medias, executing marketing campaigns, and organizing corporative events. Nayla is a dynamic professional with a diverse background, holding a Law Degree from Pontifical Catholic University of Rio de Janeiro, being a Certified Natural Health Professional, as well as Reiki Master. Since getting married, she has relocated to Greenville, and enjoys spending time outdoors, practicing Yoga, and spending time with her husband and their fur-baby.

Cornelius, NC

Norris Woody

Partner | Retirement Planning Specialist

Norris Woody is an advisor and partner of Oak Capital Management, LLC. He began his career with his current broker-dealer, now Equitable Advisors, in 1996 and was added to the Oak Capital team in 2020.

Norris is a Qualified Plan Specialist and Executive Benefit Specialist. He specializes in personal financial planning for executives, providing wealth protection and asset management. Norris shares our firm’s passion for our business. He works to the highest standards and is a trusted partner to his clients.

Norris completed his undergraduate program at High Point University. He has also completed the coursework for a Wharton Certificate in Retirement Planning. He also hold FINRA 6, 7, 63, and 65 licenses.

In his spare time, Norris stays active in his community. He has served on the Executive Committee for the Boy Scouts of America, Town of Cornelius Planning Board, and has been a member of the National Ski Patrol for 48 years.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning for the Wharton School of the University of Pennsylvania. Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Mona Tutino

Executive Administrator

Mona has served as executive administrator to Norris Woody since 2014. She came into the job with knowledge of the services he had to offer after being a client of his for 7 years prior. She has also attended the Elite Producer Group Executive Assistant National Conference for the last 7 years to build on her knowledge and be the best resource she can to the firm. Mona’s career spans over 40 years of experience in office management and customer service. Outside of work, she enjoys spending time with her family, staying active, gardening and cooking.

 

Mona Tutino offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Florence, SC

H. Micheal Thomas, MSFS, ChFC, CLU

Partner

H. Michael Thomas is a financial advisor and partner at Oak Capital Management, LLC. He joined his current broker-dealer, now Equitable Advisors, in 1986 and later joined the Oak Capital team.

H. Michael’s mission is to help individuals and businesses build their financial future in creating personalized strategies and to implement solutions to take care of their most important financial goals. To stay on top of his field and develop his professional skills, H. Michael regularly attends industry training and certification programs. He is dedicated to staying up to date on industry trends and regulatory changes.

H. Michael received his bachelor’s degree from Northwest Christian College. After completing his undergraduate program, he went on to earn a master’s in art and Religion and a master’s in religious education from Liberty University. After recognizing his interest in the financial services industry, H. Michael earned a master’s degree in financial services from the American College of Financial Services. With a commitment to continued education, he has also attained the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®), Life Under Training Council Fellowship (LUTCF®), Chartered Advisor of Senior Living (CASL®), Chartered Advisor in Philanthropy (CAP®), Chartered Special Needs Consultant (ChSNC®), and Retirement Income Certified Professional (RICP®) designations. He also holds FINRA Series 6, 7, 63, and 65 registrations.

H. Michael currently resides in Florence, SC with his wife Sheena. Maintaining a strong sense of community is important to him. H. Michael serves as a Sunday school teacher, a timpanist in orchestra, and a finance committee member at Florence Baptist Temple, the church he and his wife attend. He is also a certified spinning instructor through the YMCA and a certified mentor for public schools.


Arkansas Insurance License #: 2482350

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Summerville, SC

Maxwell F. Boyd, CFP®

Senior Partner

Maxwell F. Boyd is a founding member and Senior Partner of Oak Capital Management, LLC. Maxwell started in the industry when he joined his current broker-dealer, now Equitable Advisors, in 2005. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.

As a financial advisor, Maxwell focuses on retirement income and estate planning for families, institutions and individuals. Maxwell has teamed with a vast network of professionals that enable him to provide his clients with access to a comprehensive financial team they can trust.

Maxwell has earned the CERTIFIED FINANCIAL PLANNER™ professional designation and holds FINRA series 7 and 66 licenses.

In his personal time, Maxwell enjoys boating and Brazilian jujitsu.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Huy “Kevin” Le

Financial Advisor

Kevin is committed to provide exceptional care and personalized wealth planning solutions for his clients and their families.

Through an established process of understanding a client's many complex needs, Kevin structures holistic financial plans that integrate portfolio construction, investment selection, risk management, cash flow analysis, and goal-based retirement planning. He is passionate in solving problems to improve each of his clients’ probability of retirement success.

Prior to joining Oak Capital Management, Kevin worked in financial planning and investment management roles at global financial services firms such as UBS and Merrill Lynch. He holds FINRA Series 7 and series 66 licenses.

Kevin currently resides in Summerville, SC. He has been involved with the Society of Asian Scientists and Engineers. Outside of the work, he enjoys spending time with his family, his fiancé, and their Shih Tzu pet, Mason.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Christie Williams Bazzle

Executive Administrator

Christie Williams Bazzle is dedicated to providing comprehensive and reliable strategies to our clients’ needs in a personable and professional manner. She takes pride in every opportunity for client interaction with the objective of always providing a positive client experience. With a degree in Business and Marketing, she had experience in Property Management and an administrative background in education before finding her niche 6 years ago in the financial field. Christie grew up in central Florida but is proud to call South Carolina home. Outside of the office, Christie loves spending the day on the beach with her husband and three children or watching Gamecock football with family and friends.

 

Christie Williams Bazzle offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Columbia, SC

Jason Thompson, CFP®

Financial Advisor

Jason Thompson is a financial advisor with Oak Capital Management, LLC. Jason received his bachelor’s degree in Chemical Engineering from Clemson University in 1997. After nearly 10 years working as an engineer, Jason transitioned to the financial services industry in 2007 when he joined Equitable Advisors where he partnered with his father.

Jason uses his engineering methodology to provide clear solutions to his clients focusing on holistic financial planning and bringing clarity through comprehensive planning in the areas of investment planning, retirement planning, insurance and estate planning.

In addition to holding FINRA series 7 and 66 registrations, Jason went on to attain the CERTIFIED FINANCIAL PLANNERTM professional designation.

Jason lives in Irmo, SC with his wife Meghan and their 2 children Caleb and Maisie. Outside of the office Jason spends his time coaching youth sports teams and serving as a youth counselor at Union United Methodist Church in Irmo, SC. Jason is also involved in the F3 Men’s fitness group and participates in various adventure races and road races of varying distances.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

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