Austin Geils is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Oppenheimer, he worked at Spiniolas Inc. and was involved with Geils Farms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers diverse programs encompassing asset management, consulting, and retirement services, with advisory portfolios managed through strategic and tactical asset allocation and regular portfolio reviews.

Eleni Nikiforou is a financial advisor at Oppenheimer with 10 years of industry experience and holds a Series 66 designation. She 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 investment programs with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios.

Jose Jaunarena Ferrari is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent 13 years at Popular Securities, Inc. He is based in Fort Lauderdale, FL. 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 variety of programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a notable focus on maintaining custody of client assets.

Ashley Moncada is a financial advisor at Oppenheimer with two years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2023. Outside of her advisory role, she is involved in an ice cream business. Oppenheimer serves 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, using both discretionary and non-discretionary approaches with an emphasis on strategic asset allocation and portfolio oversight.

Mitchell Hassenbein is a financial advisor at Oppenheimer with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Oppenheimer since 2002. Outside of his advisory role, he is involved with D. Hass Tennis Inc., a non-investment-related activity he dedicates time to on weekends and after market hours. 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, and provides both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Robert Rosenstock is a financial advisor with Oppenheimer Asset Management Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Oppenheimer and Fahnestock & Co. Inc. since 2003 and previously spent a year at CIBC World Markets Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. 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.

Ari Wald is a financial advisor at Oppenheimer in New York, NY, with 21 years of industry experience. He holds the CFA® designation and Series 63 license and has been with Oppenheimer since 2014. Wald is applying for a board position at the CMT Association, a nonprofit focused on technical analysis education, where he has been actively involved for over a decade as head of technical analysis at Oppenheimer. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and other entities through a range of advisory and brokerage services, offering equity, balanced, and fixed-income portfolios with discretionary and non-discretionary management options.

Joshua Harness is a financial advisor at Oppenheimer with 21 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Prior to that, he spent over a decade at B. Riley Wealth Management and B. Riley Wealth Advisors, and also worked at Ameriprise from 2005 to 2009. 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 investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Madeline Pestine is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Her background includes roles outside finance, such as working with the Jewish United Fund and Reverie Dance Academy. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Harold Perkins Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been associated with Fahnestock & Co. Inc. since 2003. Perkins serves as a board member of the Michael Hoctor Foundation, a nonprofit organization based in Houston. 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 advisory programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Cesar Hurtado is a financial advisor at Oppenheimer with 26 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management tailored to client objectives.

Audre Robertson is a CFP® with 27 years of experience in the financial services industry. She is currently with Oppenheimer and has previously worked at Carlson & Company Financial Services and Raymond James Financial Services. Outside of her advisory role, Robertson creates and sells artwork through her Artistry By Suzanne hobby and is a Notary Public for the Commonwealth of Virginia. 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 management, across various asset classes.

Steven Sellers is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2015, he worked at Ameriprise 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, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Brian Franke is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Michigan State University and Delta Dental Plan of Michigan. Outside of his advisory role, he serves as treasurer for Lansing Cityzens, a private club for fans of the Manchester City soccer team. 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 including asset management, consulting, and retirement services, with advisory services that include equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation.

Heather Oliver is a financial advisor at Oppenheimer with 25 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her prior work includes roles at SunTrust Advisory Services, LPL Financial, Cetera Investment Services, and Morgan Stanley. 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 provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Andrew Michienzi is a financial advisor at Oppenheimer based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has worked both at Oppenheimer and in educational roles at institutions including the College of the Holy Cross and Dedham Country Day School. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of investment and retirement services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches. The firm uniquely maintains custody of client assets while operating its broker-dealer and advisory businesses.

Karim Rezqui is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Oppenheimer. Outside of his advisory role, Rezqui serves as an adjunct instructor at the University of Wilmington's School of Business and is a silent partner in an import-export company. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm offers a range of investment and consulting services across discretionary and non-discretionary platforms, managing approximately $36.7 billion in assets with a notable portion under non-discretionary management.

Linda Richards is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Morgan Stanley, and Morgan Stanley Private Bank prior to joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Peter Venzara is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2008, following nearly a decade and a year at Morgan Stanley entities. Outside of his advisory role, he serves as a notary public providing assistance to individuals outside of Oppenheimer without compensation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and other entities. The firm offers a range of programs and investment services, managing both discretionary and non-discretionary assets across equity, balanced, and fixed-income portfolios.

David Madia is a financial advisor at Oppenheimer with 14 years of industry experience and holds the Series 66 designation. His prior work includes positions at Bank of America, Merrill, Wells Fargo, Edward Jones, and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.