Aaron Dykas is a financial advisor at Oppenheimer with 33 years of industry experience. His prior work includes roles at RBC Capital Markets, Bank of America, Merrill, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He holds Series 63 and Series 65 licenses and is based in Boise, ID. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

Rupesh Parikh is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 63 designation and is based in New York, NY. Outside of his advisory role, he serves as a trustee for an insurance-related family trust. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

John Stock is a financial advisor at Oppenheimer with 33 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2017. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including asset management, consulting, and retirement planning, using both discretionary and non‑discretionary approaches.

Sophia Hagerty is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, she held short-term roles at Legado Family Office Management, Greenhaven Road Capital, and Grand Ventures. 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 equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jason Dodd is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and 20 years of industry experience. He has been with Oppenheimer & Co since 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation as well as manager selection, with both discretionary and non-discretionary account management.

Mari Katherine Ambro is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and three years of industry experience. Prior to her current role, she worked in various positions including at Boesky Chiropractic, Natural Health Center, and Gull Lake View Golf Club and Resort. She also has experience in education, having worked at Miami University and Saint Mary's School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Louis Gelormino is a CFA® charterholder with 24 years of industry experience. He has been affiliated with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he serves as trustee and beneficiary of a family trust established by his parents. 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 wide range of programs and services that include discretionary and non-discretionary management, strategic asset allocation, manager selection, and retirement consulting.

Christopher Munnelly is a financial advisor with Oppenheimer in Winston-Salem, NC, holding a Series 66 designation and nine years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2016. 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 including asset management, consulting, and retirement services, with an emphasis on both discretionary and non-discretionary portfolio management.

Luis Garcia is a financial advisor with Oppenheimer in Coral Gables, FL, holding a Series 66 designation and 26 years of industry experience. His prior positions include roles at RBC Capital Markets and Merrill. Garcia 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 offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and tailored consulting and retirement planning.

Kevin Willett is a financial advisor at Oppenheimer with 36 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Morgan Stanley DW Inc. from 2002 to 2005. He 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, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory programs delivered on discretionary and non-discretionary bases, with services spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, manager selection, and portfolio reviews.

Patrick Schuchard is a financial advisor at Oppenheimer with 16 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2011, he worked at Principal Financial Services and Fidelity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment programs and advisory services including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses.

Craig Jantz is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America and Merrill. Jantz is based in Red Bank, NJ. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs through a variety of advisory programs that include discretionary and non-discretionary services. The firm offers equity, balanced, and fixed-income portfolios with strategic asset allocation, manager selection, and consulting services.

Carol Mccann is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Oppenheimer since 2017. Prior to that, she was with Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2017. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management tailored to client objectives.

Scott Odonnell is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes positions at Morgan Stanley and E*TRADE Capital Management. He is a founding partner of a networking group that currently does not generate financial gain. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. 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.

Adam Jacobs is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2009. Outside of his advisory role, Jacobs is involved with the Greater Cleveland Food Bank’s Community Engagement and Philanthropy Committee, serves on the finance committee of the Cleveland Racquet Club, and is a national approved High Performance Driver Education instructor with the Porsche Club of America. 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 across various asset classes, combining discretionary and non-discretionary management with custody of client assets.

Christopher Bell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Oppenheimer & Co. Inc. and has previously worked at Barclays Capital and BlackRock. He also held a position at the University of Virginia Darden School of Business. 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 discretionary and non-discretionary portfolio management, with oversight processes and client-tailored consulting and retirement services.

Jonathan Meadows is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has worked at Oppenheimer since 2019, with intermittent roles at Florida State University and the Hilton Sandestin Beach Golf Resort & Spa. Meadows serves on the board of directors for BADU Foundation, a charitable organization. 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 discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Robert Link is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2010, and Merrill in 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 range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Christopher Audus is a CFP® with 16 years of industry experience. He has been with Oppenheimer & Co since 2011 and previously worked at Wells Fargo Clearing from 2009 to 2011. Based in Boston, MA, Audus holds a Series 66 license. 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 equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jovo Djurovski is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. for 27 years. 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 and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.