Maurice Stuffmann Jr. is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 56 years of industry experience. He has worked at Oppenheimer since 2001 and has been with Oppenheimer Asset Management Inc. since 2003. Outside of his advisory role, he serves as co-trustee of the Stuffmann Family Trust, involved in managing investment assets and estate planning. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and retirement services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation with both discretionary and non-discretionary management approaches.

Ramon Valet Jr. is a financial advisor with Oppenheimer in New York, holding Series 65 and Series 66 licenses and having 21 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent one year at Merrill. Outside of his advisory role, he serves as the executor of the Pallavi Shah estate, a non-investment-related responsibility involving estate settlement and tax coordination. 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, and maintains custody of client assets as a qualified custodian.

Peter Stauffer is a financial advisor at Oppenheimer with 30 years of industry experience, including 24 years at Fahnestock & Co. Inc. He holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as an Advisory Director for Bank IV Topeka and is the chairman of the YMCA Foundation, although this role is mostly inactive following the foundation’s asset distribution. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and provides both discretionary and non-discretionary investment management with a notable proportion of assets managed on a non-discretionary basis.

Tom Thacker II is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent time at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

Joshua Marin is a CFA® charterholder and financial advisor with Oppenheimer, where he has worked since 2022. He has a total of three years of industry experience, including prior roles at BNY Mellon and Hamilton Lane Advisors. 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 with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios, along with consulting and retirement planning.

Victor Barrionuevo is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Merrill, UBS, and several other firms. He also has involvement with a personal family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Susan Chandler is a financial advisor at Oppenheimer with 27 years of industry experience. She has held positions at Oppenheimer since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. 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, providing both discretionary and non-discretionary investment management across equity, balanced, and fixed-income portfolios.

Eric Gauster is a financial advisor at Oppenheimer with 31 years of industry experience, including 20 years at Oppenheimer & Co. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a trustee for his niece and nephew's trust accounts, though this requires minimal time. 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, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jonathan Gonshor is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 63 designation and has been with Oppenheimer since 2014. 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 various programs that include asset management, consulting, and retirement services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Mathew Valentine is a financial advisor at Oppenheimer with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2015. 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, with advisory offerings across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

James Montmorency is a financial advisor at Oppenheimer with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fahnestock & Co., Inc. since 1999. Montmorency is also a trustee of the James Montmorency Living Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services with both discretionary and non-discretionary advisory approaches.

Daniel Goggin is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, he serves on the Board of Directors of The Stanwich Club in Greenwich, CT. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Matthew Yeisley is a financial advisor with Oppenheimer, holding a Series 66 designation and three years of industry experience. He has been with Oppenheimer since 2022. Outside of his advisory role, he works part-time as a server at Outback Steakhouse. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a wide range of investment and consulting services through discretionary and non-discretionary programs, offering portfolio management and retirement planning tailored to client objectives.

Jerry Wolf is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fahnestock & Co. Inc. for over two decades. Outside of his advisory role, he coaches a high school rugby program at Fordham Prep School two days a week. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Scott Hertzog is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Oppenheimer, he worked at Ameriprise Financial Services and was involved with Tuthilltown Spirits LLC for four years. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Maria Baez is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Morgan Stanley Private Bank, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

John Linehan is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. He serves on the advisory board of Leo High School, a position he has held since 1998. 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 advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Carter Walsh is a financial advisor with Oppenheimer in Chicago, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Oppenheimer, he worked at Morgan Stanley and SG Capital Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory services including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Steven Mekler is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2010, following prior positions at Morgan Stanley and Citigroup Global Markets. He serves as a board member of the James Madison High School Alumni Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Gerald Jevic is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios, with a noted emphasis on custody of client assets and a significant portion of non-discretionary advisory assets.