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Hopkins, Billy

President

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Luminaries 2026

Broker-Dealers - Fewer Than 1000 Advisors

Luminaries 2026 Impact Statement

Billy Hopkins founded Silver Oak Securities in 1999 with a clear mission: give independent financial advisors the technology, support, and freedom they need to serve clients well and build businesses that last. As Founder and CEO, he has grown the firm to over $2.4B in advisory assets, driven by a culture that prioritizes advisor experience above all else. Over the past 12 to 18 months, Hopkins has emerged as a leading voice on practice continuity and succession planning through his initiative, "The Elephant in the Room." Recognizing that most independent advisors lack formal continuity structures, Hopkins developed the Advisor Succession and Continuity Toolkit and published a series of articles and frameworks designed to move advisors from acknowledgment to action