Ronald Heakins is a financial advisor with Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is the majority owner of Oakmont Investment Advisors, Inc., which operates as Oak Tree Investment Advisors, and has involvement in expert services through his companies R.E. Heakins Expert Services, Inc. and C.P.A.A + Inc. Oak Tree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of macroeconomic analysis, fundamental company research, technical indicators, and a distinctive weekly-rebalanced Zacks “Black Box” trading strategy, and may incorporate covered-call strategies for income.

Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. He has worked at OakTree Investment Advisors since 2011 and has operated R.E. Heakins Expert Services, Inc. since 2017. He is a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a combination of macroeconomic analysis, fundamental research, and technical indicators, including a weekly-rebalanced Zacks “Black Box” trading strategy, to build diversified portfolios and make tactical asset allocations.