Bruce Witte Competitors

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Silver Oak Securities, Inc. is an independent, full-service Broker Dealer and SEC Registered Investment Advisor focused on serving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority and the Securities Investors Protection Corporation. Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years, Silver Oak is based in the heart of the southern U.S. Corporate headquarters are located in Jackson, TN, between Nashville and Memphis.

As Independent Advisors, the Synergy Wealth Strategies team provides financial protection and other exclusive benefits to its clients by having the ability and expertise to place assets with not only one, but many of the world’s leading financial institutions. Given the events that took place in the world’s financial markets and the changing climate of today’s investment landscape, Synergy Wealth Strategies believes that the investors deserve a reputable, stable and safe place in which to house their investments, and should be able to freely choose among firms to ensure that they are comfortable with where their assets are being held. Our Registered Representatives affiliation with American Portfolios Financial Services Inc and American Portfolios Advisors Inc allows choices from the most recognizable names in the industry. On a client-by-client basis, choices can include, but are not limited to: Charles Schwab, Fidelity, Pershing (a division of Bank of New York), TD Ameritrade and a host of others. Clients also have the opportunity to place assets directly with numerous mutual fund and insurance companies.