Daniel Schreiner is a financial advisor at Oppenheimer with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2019, previously serving at Ameriprise Financial Services and Raymond James & Associates. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Timothy Huynh is a financial advisor with Oppenheimer, holding a Series 66 designation and one year of industry experience. His background includes roles in financial services as well as several years in education. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit‑sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting, with a significant portion of assets managed on a non-discretionary basis.

George Ebenhack is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 53 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1997 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Teresa Incao is a financial advisor at Oppenheimer with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Prior to that, she worked at Hennion & Walsh Asset Management, Inc. and RBC Capital Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

Jackie Abels is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 2000 to 2003. Abels also serves as co-trustee of a private family trust managing personal investments. Oppenheimer is a registered investment adviser and broker-dealer that serves a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and employs strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.

Joseph Salerno is a Series 66-licensed financial advisor with Oppenheimer in New York, NY. He has one year of industry experience and previously worked at FOX Sports and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs with a range of advisory and consulting services. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Gretchen Troiano is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of her advisory role, she owns and competes with an Arabian horse in training and show events. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary programs across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and ongoing portfolio reviews.

Eleni Louvaris Barone is a financial advisor at Oppenheimer with 25 years of industry experience. She has been with Oppenheimer & Co since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Invision Events, an event company, and works as a wine guide hosting in-home wine tasting events. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, charities, and retirement plans. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options, while maintaining custody of client assets as a qualified custodian.

Cole Bonipart is a CFP® with three years of industry experience, currently serving as a financial advisor at Oppenheimer in Seattle, WA since 2022. His prior roles include positions at Progeny 3 Inc. and multiple engagements at Sand Point Country Club, as well as experience with Gonzaga University and Seattle Preparatory School. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs and advisory services spanning equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Constantinos Livaditis is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Barry-Wehmiller, and Carrollton Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following prior roles at Guggenheim Securities and Wedbush Securities Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment services including strategic asset allocation, manager selection, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Patrick Doherty is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Peoples United Bank, Sterling National Bank, and Astoria Bank. He is a member of a local investment group in Hauppauge, NY, where he serves as an investment advisor and collaborates with other professionals. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of advisory programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary approaches.

Daniel Findley is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009 after 14 years at Citigroup Global Markets. He also serves as co-trustee of the Daniel P. & Catherine D. Findley Revocable Living Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Brian Sacks is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Baylor University from 2015 to 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory options.

David Robb is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he co-manages an apartment rental with his spouse. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment approaches.

Daniel Dileo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Brian Hammer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked at UBS Financial Services for five years before joining Oppenheimer in 2005. Hammer serves on the Board of Governors for the City of Hope Hospital and acts as secretary for his homeowner’s association. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Brooke Bergrud is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior firms include Morgan Stanley, Citigroup Global Markets, and Banc One Securities Corporation. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment advisory and brokerage services. The firm offers both discretionary and non-discretionary portfolio management, consulting, and retirement services, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Justin King is a financial advisor with Oppenheimer, holding a Series 66 designation and 19 years of industry experience. He has been with Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Jonathan Robinson is a financial advisor with Oppenheimer in Chapel Hill, NC, holding CFP® and Series 66 designations and with 25 years of industry experience. He has been with Oppenheimer since 2003. Robinson serves as co-trustee of the Joseph W. Robinson and Kathleen Ann Robinson Family Trust, a non-investment-related role involving the liquidation of personal assets. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.