Rick Vala is a CFP® professional with nine years of industry experience. He is currently with VaMa Oak Wealth, LLC, where he has worked since 2023. Prior to joining VaMa Oak Wealth, he held roles at Bank of America, N.A. and Merrill. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multi-faceted investment approach that includes fundamental, quantitative, and technical analysis, with portfolios monitored and rebalanced regularly across various asset classes.

Mario Martinelli is a CERTIFIED FINANCIAL PLANNER™ practitioner with 11 years of industry experience. He is currently with VaMa Oak Wealth, LLC and has previous experience at Bank of America, Merrill, and Lincoln Financial Distributors. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm applies a multi-faceted investment process combining fundamental, quantitative, and technical analysis with varied asset-allocation strategies, managing portfolios that include equities, fixed income, alternatives, and options where appropriate.