Hee Yang is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Howe Barnes Capital Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers diverse portfolio strategies and retains custody of client assets while operating both advisory and broker-dealer businesses.

Galen Greiner is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. Prior to that, he was employed at Janney Montgomery Scott and Parker/Hunter Incorporated. 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 including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches.

Karen Schwocho Tunnecliffe is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and other firms. Outside of her advisory work, she is the sole owner of The Dawning Lotus, LLC, a health and wellness center offering meditation, reiki, yoga, and life coaching, and she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches, with services including investment policy development and tailored performance reporting.

Douglas Kline is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory work, he is a partner and landowner involved in farmland rental. Oppenheimer serves individuals, corporations, and various institutional clients with a broad range of investment programs including asset management, consulting, and retirement services. The firm manages both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Sheff Olinger III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 2000 to 2003. Outside of advising, he manages farming equipment and leases farmland through a local LLC in North Carolina. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs, including discretionary and non-discretionary asset management, financial planning, and consulting services.

Rajiv Hargunani is a financial advisor at Oppenheimer in Dallas, TX with 19 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2014, following previous roles at Raymond James Financial and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary investment approaches.

Denanne Heil is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Raymond James Financial, First Brokerage America, OneAmerica Securities, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Keyton Rizzo is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked in the restaurant and winery industries, including roles at Saltgrass Steakhouse and Kuhllman Cellars. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing 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 options.

Jeffrey Kerbler is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2013, following a prior role at Osaic FA, Inc. from 2003 to 2005. 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 variety of programs including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Glenn Brohman is a financial advisor at Oppenheimer with 41 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. Brohman serves as trustee for multiple family trusts. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Arnold Taub is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. 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.

Steven Rodriguez is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2019, he served four years in the United States Marine Corps. Outside of advising, he manages a rental property in Huntington Beach, CA. 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 including asset management, consulting, and retirement services, with both discretionary and non-discretionary options.

Paul Range is a financial advisor at Oppenheimer with a Series 66 designation. He has industry experience beginning in 2026, following a 24-year tenure at The Orvis Company. 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 both discretionary and non-discretionary management, with a notable focus on maintaining custody of client assets.

Nancy Findeisen is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Patrick Mcfadden is a CFP® with 45 years of industry experience, currently affiliated with Oppenheimer since 2012. He holds Series 63 and Series 65 licenses and serves as trustee of an irrevocable family trust used for estate planning. 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 programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Ron Guidi is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Capital Management, Rockefeller Financial LLC, Liberty Group, Robertson Stephens, Deutsche Bank Securities, and other firms. 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 wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Tracey Neret is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, previously working at Merrill for one year. Outside of her advisory role, she works as an independent contractor in voice acting. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Julie Petty is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Oppenheimer since 2005. Outside of her advisory work, she operates a small home business creating custom gifts and personalized items, and also offers occasional dog sitting services. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary advisory services. The firm manages equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, and it maintains custody of client assets while operating both broker-dealer and advisory businesses.

Thomas Tate is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the investment monitoring committee for Rosie’s Place, a nonprofit women’s shelter in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of investment and consulting services with a mix of discretionary and non-discretionary management, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Howard Hirsch is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.