Ryan is a graduate of Union College in Schenectady, New York where he achieved a B.A. in Economics. His investment career began in 1999, at Smith Barney, where he instituted a wealth management process within a senior adviser's practice. Ryan's successes in growing and protecting client assets earned him a place in Citigroup's Blue-Chip Council. In2004, Ryan expanded his professional designations by obtaining title of Financial Planning Specialist at Smtih Barney.

Ryan's approach led to significant growth of his practice at Smith Barney. In 2004, Ryan added a Chartered Financial Analyst (CFA) to his team to enhance the value of his client relationships. His continued success laid the groundwork for the development of the Oak Group as it stands today. Through the application of Modern Portfolio theory, tactical application of asset allocation, and the use of private investment advisers the Oak Group is one of the largest wealth management practices in the Hudson Valley.

One of Ryan's greatest achievements was serving as head coach of the Millbrook High School Boys Basketball Team from 1995-2000, and in 1999 he led the team to its first New York State Championship. Ryan resides in Dutchess County with his wife, Dana and their three children, Sam, Hayden, and Katherine.

After obtaining a B.A. in economics from Union College and an MBA from Boston University, Gary began his investment career in 1996 as a consultant for Price Waterhouse, in the investment management division.

He then moved on to an analyst position with a boutique asset management firm in Boston, MA. He was subsequently promoted to portfolio manager, where he managed a hedge fund as well as separate accounts for high-net-worth individuals, families, and institutions.

In 1999, Gary was awarded the Chartered Financial Analyst® designation (CFA) and is a current member of the CFA Institute.

Gary joined the Oak Group in 2004. His addition to the team provided significant portfolio management enhancements as very few individual investors experience the expertise of the direct involvement of a CFA.

On the personal side, Gary is a devoted husband and father of two children, Lauren and David. Gary, a former college football player, passed on his love of sports to his children and is a devoted supporter of Dartmouth College Softball where his daughter Lauren competes in the Ivy League.

Joe is a graduate of Wesleyan University in Middletown, Connecticut where he was encouraged to experience a wide range of intellectual pursuits.  He developed a comfort and interest in mathematics and finance and consequently graduated with a Bachelor of Arts Degree in Economics.  While earning his degree, Joe played four full seasons for the Wesleyan University Men’s Lacrosse team and was a member of the Mu Epsilon chapter of the Beta Theta Pi Fraternity.  

After graduation Joe spent two years in the commercial real estate field as a loan analyst in New York City.  He then joined the Oak Group of Wells Fargo Advisors in the Fall of 2017 as a Client Associate servicing a wide variety of client needs. He has recently earned his Series 7 and 63 making him a fully Registered Client Associate to support our clients needs. 
 
Joe enjoys competitive sports, with Lacrosse above all.  After playing at the collegiate level he continues to be a part of the game by coaching.  He voluntarily hosts workouts for first time players in Mamaroneck, NY where he teaches fundamentals of the game while influencing the development of young athletes.  Currently, Joe coaches youth Lacrosse for a Westchester based organization.