Michael Aguilar is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer, he worked at Prime Now LLC, Door Dash, and Hennes & Mauritz AB. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Carlos Guerra is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank and Wells Fargo Advisors. Guerra serves on a board overseeing Galveston's tourism efforts, beach patrol, and coastal zone management. 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 investment and retirement services using both discretionary and non-discretionary approaches, with expertise in strategic asset allocation and manager selection.

Ryan Watts is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. His background also includes work in education and community engagement roles in Seattle. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs with a focus on strategic and tactical asset allocation, manager selection, and comprehensive portfolio monitoring.

Melanie Dematto is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fahnestock & Co. 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 offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Brian Geltzeiler is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Merrill, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is an on-air radio host for Sirius XM and an NBA analyst for Turner Broadcasting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Edward Heidema is a financial advisor at Oppenheimer with a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience in various roles outside the financial advisory industry, including positions at Mitten Brewing Company and Terra GR. 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 advisory programs with both discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios.

Walter Cooper 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 2012, following a 19-year tenure at UBS Financial Services. He also serves as co-trustee for the Janet Cooper Trust, managing tax and investment duties for the trust. Oppenheimer is a registered investment adviser and broker-dealer that serves 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 and consulting.

Mark Abbonizio is a financial advisor with Oppenheimer, holding a Series 66 designation and 13 years of industry experience. He has been with Oppenheimer & Co since 2013. 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, utilizing both discretionary and non-discretionary approaches.

Paul Romanello is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Oppenheimer since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 encompassing equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches tailored to client objectives.

David Collins is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following five years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Stacey Marino is a CFA® charterholder with 11 years of industry experience and is currently affiliated with Oppenheimer & Co., Inc. in Boston, MA. Prior to joining Oppenheimer in 2021, she spent five years with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Marino serves as the sole trustee of an irrevocable family 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 broad range of discretionary and non-discretionary investment programs, spanning equity, balanced, and fixed-income portfolios, with a notable share of advisory assets managed on a non-discretionary basis.

Robert Sheriff is a financial advisor at Oppenheimer with 46 years of industry experience. He holds a Series 63 designation and previously worked for Morgan Stanley Private Bank, National Association for nine years before joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary advisory solutions.

Maria Pejoro is a financial advisor with Oppenheimer in San Francisco, California, holding a Series 63 designation and 32 years of industry experience. Her prior work includes roles at Bay Hills Capital Management, iCapital Wealth LLC, Cantella & Co., Inc., Raymond James & Associates, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of finance, she has worked as a pastry consultant involved in restaurant build-outs and menu planning. 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 advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches tailored to client objectives.

Caitlin Falenski is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. She is based in Traverse City, MI. Outside of her advisory role, she serves on the finance committee and board of the Grand Traverse Regional Land Conservancy, a nonprofit organization focused on land protection. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a wide range of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Christina Lomeli is a financial advisor with Oppenheimer in Coral Gables, FL, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been with Oppenheimer since 2009. 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 and consulting services, including discretionary and non-discretionary management, strategic asset allocation, and financial planning.

David Seidel is a financial advisor with Oppenheimer based in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent 18 years at Merrill. Outside of his advisory work, he serves as a volunteer officer of the Bellevue Toastmasters Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Brian Sayers is a financial advisor with Oppenheimer based in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously spent six years at CIBC World Markets Corp. Sayers also serves as trustee of the Brian D Sayers Trust. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a broad range of investment and retirement services. The firm provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios and is notable for maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Ernest Geohagen is a financial advisor at Oppenheimer with 20 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 1979. He also serves as a trustee for the Ivy Geohagen 1992 Trust. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

David Roth is a financial advisor at Oppenheimer with 34 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for RBC Capital Markets Corporation for 12 years before joining Oppenheimer in 2020. Roth serves as a trustee and co-trustee of employee-related irrevocable and revocable trusts. 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 broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Jay Spieler is a financial advisor with Oppenheimer in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Spieler also serves as trustee for the Stanley Spieler Restated Trust and the Betty Spieler Restated 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 approaches.