Richard Levey is a financial advisor at Oppenheimer with Series 63 and Series 65 registrations and 58 years of industry experience. He has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously worked at CIBC World Markets Corp. from 1997 to 2003. Levey serves as a trustee of several family-related trusts. 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, including discretionary and non-discretionary portfolio management with an emphasis on strategic asset allocation and manager selection.

Kayla Rice is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019 and previously held roles at Carat and Universal McCann. 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, with a notable share of assets managed on a non-discretionary basis.

Douglas Britney is a financial advisor at Oppenheimer with 31 years of industry experience. He has held the Series 63 and Series 65 licenses and has been with Oppenheimer since 2003, following seven years at CIBC World Markets Corp. in Bellevue, WA. 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 both discretionary and non-discretionary approaches.

Mark Wickard Jr. is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has previously worked as a self-employed advisor before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

Ozan Volkan is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and 24 years of industry experience. He has worked at Fahnestock & Co., Inc. since 2003. 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—managed on both discretionary and non-discretionary bases, with a notable emphasis on maintaining custody of client assets.

Peter Cadaret is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer and Oppenheimer Asset Management Inc. since 2003. 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 including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Robert Lowenthal is a Series 66-registered advisor with Oppenheimer who has 25 years of industry experience. He has been with Oppenheimer since 1999 and also has experience at Freedom Investments, Inc. since 2018. He serves as a director of Buzzbox Beverages, 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 variety of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Mark Baniszewski is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. 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 investment and consulting services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Rodney Nock is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years and spent 8 years at CIBC World Markets Corp. prior to that. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Bryan Tudor is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2002. 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 range of programs covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management, maintaining custody of client assets while operating multiple advisory and broker-dealer services.

Stan Dreyfuss is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co., Crowell, Weedon & Co., RBC Capital Markets, and Wells Fargo Clearing. In addition to his advisory role, he serves as a trustee for his son's trust. Oppenheimer is a registered investment adviser and broker-dealer that serves 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 performance reporting, delivered on both discretionary and non-discretionary bases.

Matthew Costa is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2004. 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, and charitable organizations. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Stephanie Zysk is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Ameriprise. She is also co-administrator of the Estate of Robert E. Yost. 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 using both discretionary and non-discretionary approaches, with a notable share of assets managed on a non-discretionary basis.

Richard Silvia is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years prior to joining Oppenheimer. Outside of his financial advisory role, he serves as president of the Executive Business Association, a networking organization in Long Island, NY. 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 across equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary services.

Brian Ocampo is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Barrington Media Group. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, 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 options.

Brigid Donnelly is a financial advisor at Oppenheimer with 21 years of industry experience. She has held her current position at Oppenheimer & Co. Inc. since 2005. Donnelly serves as a board member of the Iona University Alumni Association, participating in board and university activities outside of work hours. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

James Haass is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, following positions at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory role, Haass serves as a director for the Frisco Sanitation District and is involved in real estate development through a family-related LLC. 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 consulting services, managing equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation, and provides both discretionary and non-discretionary advisory solutions.

Christopher Prince is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Oppenheimer in Chicago, IL, since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and retirement services, managing portfolios through strategic asset allocation and regular reviews while maintaining custody of client assets as a qualified custodian.

Beverly Brumbaugh Jr. is a CFP®-designated financial advisor with 39 years of industry experience, currently with Oppenheimer in Minneapolis, MN. He has been with Oppenheimer since 2009 and previously worked at Piper Sandler & Co. from 2000 to 2004. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning.

John Luby Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 23 years of industry experience. His career includes roles at UBS Financial Services, Merrill, and Morgan Stanley before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting tailored to client objectives.