Michael Oak Advisors - TRUST CENTER AND Privacy policy

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Michael Oak Advisors, LLC Privacy Notice

At Michael Oak Advisors, LLC (“we,” “us”), we value the privacy of individuals who interact with our website and related services (collectively, our “Services”). This Privacy Notice explains how we collect, use, and share personal information. By using our Services, you consent to the practices described here.

Scope

Our Services are primarily intended for U.S.-based users. We do not market outside the United States; however, we may process personal information about individuals located in the European Union, United Kingdom, or other jurisdictions in the course of providing services to U.S.-based clients. When applicable, we handle such data in accordance with relevant privacy laws, including the GDPR, UK GDPR, the California Consumer Privacy Act (CCPA), and any other applicable US Data Privacy regulations.

Personal Information We Collect

Information You Provide to Us

• Newsletter and Updates: If you sign up to receive newsletters, blog posts, or other updates, we collect your name, email address, company, and title.
• Communications: When you contact us directly, we collect your contact information and any details you choose to share.
• Events: If you register for an event we host (online or in-person), we may collect registration details such as name, company, title, email address, and phone number.
• Client Engagements: As part of our consulting services, clients may provide us with workforce data to support compensation benchmarking, incentive design, or related analysis. This data may include employee attributes such as job title, compensation, age, tenure, and other relevant factors. We require that all such data be provided in a de-identified or anonymized format, without any personally identifiable information (PII), including but not limited to names, Social Security numbers, home addresses, personal email addresses, or government-issued identification numbers. We do not seek or accept identifiable employee records.
• Job Applications: While we do not currently collect applications directly on our website, we may accept applications through third-party platforms or email.

Information We Collect Automatically

When you visit our website, we may collect:

• Device Information: IP address, browser type, operating system, and device identifiers.
• Usage Information: Pages visited, time spent on the site, and interactions with content.
• Cookies and Similar Technologies: We use cookies and related tools to improve site performance, measure traffic, and understand user preferences.

You can manage cookies through your browser settings.

Information from Other Sources

We may obtain information from publicly available sources (e.g., LinkedIn), industry reports, or purchased lead lists. We do not resell any personal data we collect.

How We Use Personal Information

We may use your information to:

• Provide, maintain, and improve our Services.
• Communicate with you, including sending updates, newsletters, and event invitations.
• Host events.
• Analyze data provided by clients for consulting purposes.
• Develop marketing materials.
• Use generative AI tools for internal business purposes, such as drafting marketing content or reviewing anonymized/aggregated client reports.
• Comply with legal requirements and enforce our rights.

How We Share Personal Information

We may share your information with:

• Service Providers: Vendors who support our operations (e.g., IT, analytics, marketing).
• Event Partners: Co-sponsors or partners involved in events you attend.
• Advertising and Analytics Partners: Currently including Google Ads; these partners may use cookies or similar technologies to serve relevant ads and measure campaign performance.
• As Required by Law: To comply with legal obligations, court orders, or government requests.
• Business Transfers: In the event of a merger, acquisition, or sale of assets.
• With Your Consent: When you direct us to share information with others.

We do not sell personal information.

Data Retention

We retain client-related records for up to 10 years to meet business, contractual, and legal requirements. Marketing-related contact information is retained until you opt out or it is no longer needed.

Your Choices

• Emails: You can unsubscribe from marketing emails using the link in each email.
• Cookies: Manage through your browser or visit www.aboutcookies.org for more information.
• Advertising Preferences: You can opt out of Google Ads personalization by visiting Google’s Ad Settings.

Security

We use administrative, technical, and physical safeguards to protect personal information, including encryption at rest and in transit, role-based access controls, and vendor due diligence. We maintain SOC 2-aligned security practices and monitor compliance through our Trust Center at https://trust.michaeloak.com

No system is 100% secure, but we take reasonable and proportionate steps to protect the information we hold.

Children’s Privacy

Our Services are not directed to children under 13, and we do not knowingly collect information from them. If you believe we have collected such information, please contact us so we can delete it.

Changes to This Privacy Notice

We may update this Privacy Notice from time to time. Material changes will be posted on this page with an updated effective date.

Contact Us

For questions about this Privacy Notice or our privacy practices, contact:

Michael Oak Advisors, LLC

Email: mike@michaeloak.com

Phone: 239.898.5075

Last modified: August 8, 2025