The Wealth Management Group is co-led by founding Partners Mario Ruiz, AIF®, Jason Urbaniak, AIF®, and Steve Kavois, CFP®, advisors who have helped shape Oak Partners' team model and investment philosophy since the firm's earliest years. The team offers comprehensive financial planning and investment strategies tailored to each client's goals and stage of life, building personalized portfolios and providing ongoing guidance as markets and circumstances evolve. Their depth of credentials and decades of combined experience help clients pursue their goals with clarity.