William Reepmeyer is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010, following five years at UBS Financial Services. Outside of his advisory work, he owns and operates a harness horse racing business, managing the buying and selling of horses as well as selecting races, drivers, and trainers. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment programs and services with both discretionary and non-discretionary management. The firm combines custody of client assets with broker-dealer and advisory operations, managing a significant portion of advisory assets on a non-discretionary basis.

James Yoo is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1998 and holds Series 63 and Series 65 licenses. 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 strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Christopher Lazos is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee of a living trust. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Paul Marinis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at FS Investments for seven years and Bloomberg LP for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Charles Wallace is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Raymond James & Associates. He serves as trustee for an irrevocable living trust currently in the process of liquidation. 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 wide range of advisory programs and services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Alan Woller is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2016, following two years at Morgan Stanley. Outside of his advisory role, he participates in a monthly networking group focused on fostering business relationships and referrals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies encompassing equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Debra Kalleward is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fahnestock & Co., Inc. since 1995. 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 broad range of programs and advisory services, including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Uri Kaufthal is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 license with 15 years of industry experience. He has been with Oppenheimer since 2010. Outside of his advisory role, he serves as a trustee and officer for several family trusts and a family foundation involved in charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Fred Seid is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Prior to joining Oppenheimer, he worked at Merrill for nine years. He resides in New York, NY. Outside of his advisory role, he is the trustee of a personal revocable trust and co-owns a dormant LLC with his wife that holds a personal apartment in Aruba. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, emphasizing strategic asset allocation, manager selection, and tailored consulting and retirement services.

Diane Lacina is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2017. Her previous experience includes roles at Southwest Securities, Inc. and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including both discretionary and non-discretionary portfolio management, focusing on strategic asset allocation and manager selection.

Kevin Doney is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2014. Prior to joining Oppenheimer, he worked at Mesirow Financial and Mesirow Financial Investment Management, Inc. from 2001 to 2014. He holds Series 63 and Series 65 licenses. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Andrew Westhuis is a financial advisor with Oppenheimer, holding the CFP® and CFA® designations and the Series 66 license. He has 19 years of industry experience and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving 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 programs with discretionary and non-discretionary advisory services that cover equity, balanced, and fixed-income portfolios, supported by periodic portfolio reviews and customized consulting and retirement services.

Dean Pickett is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Oppenheimer since 2017. Prior to that, he was with Morgan Stanley starting in 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. 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.

Alan Riffle is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Oppenheimer since 2009 and previously held roles at Stanford Group Company and Morgan Stanley DW Inc. Outside of his advisory work, he serves as a co-trustee on several family and insurance trusts and is a board member of Gold Country Club. 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 with both discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Eric Bartok is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Oppenheimer in 2019, he worked at Bank of America for 10 years and Merrill for 28 years. Outside of his advisory work, Bartok has provided a loan to a local business and is involved with an investment-related beach house rental. 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 including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation along with manager selection to meet client objectives.

Patrick Catarello is a financial advisor with Oppenheimer in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has worked at Oppenheimer since 2011 and previously at Stifel from 2006 to 2010. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Ronald Richmond Jr. is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors, B. Riley Securities, and B. Riley Wealth Management prior to joining Oppenheimer in 2024. 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 services, including discretionary and non-discretionary investment management, financial planning, and retirement consulting.

Mohammad Khan is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation 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 diverse advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

William Watson is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the CFA® and ChFC® designations and has worked at Oppenheimer since 2009, following two years at Stanford Group Company. Watson serves on the finance and investment committees at Greensboro Day School, providing consultation and financial strategy support. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Candice Lopez is a financial advisor at Oppenheimer with 9 years of industry experience. She holds the Series 66 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, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.