Steven Stapley is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. 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 provides a range of programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options.

Thomas Glynn is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009, following seven years at Citigroup Global Markets. He serves as an alternate member of the Allenhurst, NJ Planning Board. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Joseph Waris is a financial advisor at Oppenheimer with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Fidelity Investments, and TD Ameritrade Charles Schwab. Outside of finance, he has experience working in the hospitality and service sectors, including time at Field and Ivy Brewery and Reddoor Grill. 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 services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary investment approaches.

Robert Wrobleske is a financial advisor at Oppenheimer with 39 years of industry experience. He has held positions at Stanford Group Company, Wells Fargo Clearing, and Prudential Equity Group before joining Oppenheimer in 2009. His credentials include Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Savannah Crowther is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, she worked at Equitable Advisors and has a background in audio-visual production, operating an AV production company on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, and charitable organizations, offering various advisory programs that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Jeremy Kosh is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Oppenheimer since 2020 and previously at Ameriprise Financial Services from 2014 to 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Patrick Hudec is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2013. His prior experience includes positions at Stifel and Merrill. 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 including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across various portfolio types.

Josette Greechan is a CFP® with 39 years of industry experience currently serving as a financial advisor at Oppenheimer since 2016. Her prior experience includes roles at Bank of America and Merrill Lynch, where she worked for 7 and 29 years respectively. Outside of her advisory work, she is a co-trustee of a family trust managing real estate properties in Colorado. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management strategies.

Byron Swarts is a financial advisor at Oppenheimer with 14 years at the firm and 11 years of industry experience. He holds the Series 66 designation. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

William Anderson is a financial advisor with Oppenheimer, holding a Series 63 designation and 41 years of industry experience. He has worked at Oppenheimer since 2009, following tenures at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, including strategic and tactical asset allocation and manager selection, delivered on both discretionary and non-discretionary bases.

Noah Timm is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. Prior to joining Oppenheimer in 2020, he worked in the automotive and manufacturing sectors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs and consulting services, maintaining custody of client assets while managing both advisory and broker-dealer businesses.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 1999. He also serves as a trustee of the Peter & Pamela Petropoulos 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 advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Aida Velazquez is a financial advisor at Oppenheimer with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at firms including Morgan Stanley and Insigneo Advisory Services. Outside of her advisory work, she is involved in real estate through a licensed brokerage and owns a real estate investment company. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering investment advisory and brokerage services with both discretionary and non-discretionary management. The firm combines strategic asset allocation, manager selection, and comprehensive portfolio oversight while maintaining custody of client assets.

Alan Derose is a financial advisor with Oppenheimer in New York, NY, holding 41 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, 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 options.

Reid Wolch is a CFP® with four years of industry experience, currently affiliated with Oppenheimer & Co. Inc. He has worked at several firms including J.P. Morgan and Sun Life Investment Management. Outside of finance, he teaches piano lessons and performs regularly, including teaching at the Chopin Academy of Music. 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 various portfolio types, with both discretionary and non-discretionary management approaches.

Robert Sablowsky is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with Fahnestock & Co., Inc. since 1996. He serves as director and chairperson of the regulatory oversight committee for RBB Funds, where he has been involved since 1989. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles, providing a broad range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary investment options.

Phillip Sprague is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent eight years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations, offering a range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Jorge Montealegre is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 designations. His career includes tenure at UBS International Inc. and PaineWebber Inc., spanning over two decades each. He is a member of the Nicaraguan American Golf Association. 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 and advisory services including equity, balanced, and fixed-income portfolios, with a focus on both discretionary and non-discretionary management.

Lorraine Cheng is a financial advisor at Oppenheimer with 31 years of industry experience. She has been with Oppenheimer Asset Management Inc. since 2003 and previously worked at CIBC World Markets Corp. from 1998 to 2003. She holds Series 63 and Series 65 designations. 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 investment programs and advisory services, including discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Karen Nichols is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and 65 licenses and bringing 34 years of industry experience. She has been with Oppenheimer since 2004. Outside of her advisory role, she is a member of a family entity and serves as a trustee for two private trusts. 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, with both discretionary and non-discretionary advisory models.