
Our
Advisors
OAKS Advisory Group
A subset of some of our OAKS Advisors & potential board members
Strategy & Executive
Leadership
(current & former Chairperson, CEO, COO, President roles)

Rusty Gordon
Advisor: Strategy, Sales, Customer Acquisition, Funding

Phil Suiter
Advisor: Strategy, Sales, Customer Acquisition, Funding

Michele Meyer
Advisor: Strategy, Go-to-Market, Growth & Marketplace
Operational Area
Leadership
(current & former CSO, CMO, CPO, CFO, Channels, Customer Success roles)

Jim Tobin
Advisor: AI/Tech Strategy, Product, GTM Strategy - Media & Tech (SaaS companies from $10M - $10BM+ ARR)

Cait Porte
Advisor: Product Strategy, Marketing, Pricing & Growth (SaaS companies scaling from $5M-$100M ARR)

Rich Cannon
Advisor: Distribution Channels; Go To Market Strategy (SaaS companies from $2M - $1B+ ARR)
Philip Nutsugah
Advisor: Product Strategy, Customer Strategy, Pricing & Growth - Telco/Media (SaaS companies $1B+ rev)

Leighton Smith
Advisor: Finance, Investor Relationships, Go to Market Strategies, Scale Models (companies at $10M - $100B+ of revenue)

Eddie Lanham
Advisor: COO/President/Operations/Sales (tech-enabled businesses $50-250M in rev)

Carie Buchanan
Advisor: Customer Experience, Segmentation, Pricing & Customer Success (SaaS companies at $25M-$1B+ ARR)

Chris Saltz
Advisor: Sales Strategy & Delivery, Team formation (high-growth SaaS companies & tech services firms at $50m-$1B+ in rev)

Chris McLatcher
Advisor: Data, AI, Customer Segmentation, Pricing, Customer Success (SaaS companies at $100M+ ARR)

Nelson Mumma
Advisor: Marketing Strategy, Customer Strategy, PR/Exec Comms (companies with $1B+ rev)
Technology
Leadership
(current & former CTO, CIO, CISO, Architecture roles)

Anil Cheriyan
Advisor: Tech/Security/Operations Strategy, Global Operations, Capital - Finance, Professional Services

John Trainor
Advisor: Technology, Architecture, Product (SaaS and Services) - Retail

Sheldon Mundle
Advisor: Technology, Team Scale (Business/Tech Services) - Manufacturing, Telecom & Security

Patty Lavely
Advisor: Technology, Architecture (SaaS and Services) - Healthcare

John West
Advisor: Technology, Architecture, Product (SaaS and Services) - FinTech
