Kenneth Murphy is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2002. 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 spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

William Oppenheim Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Deutsche Bank Securities Inc. from 2001 to 2008 before joining Oppenheimer in 2008. Outside of his advisory role, he serves as a trustee or co-trustee for numerous family trusts and is involved with the Franklin Memorial/Farmington Hospital Finance Committee. 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 across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jeffrey Rancilio is a financial advisor at Oppenheimer with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Oppenheimer since 1999. 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, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Elio Benvenuto is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, Northwestern Mutual, and in educational roles at Salem State University. 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 variety of programs and advisory services, including strategic and tactical asset allocation with both discretionary and non-discretionary management options.

Maureen Livernois Klimek is a financial advisor at Oppenheimer with three years of industry experience. She holds a Series 66 designation and previously worked at Frasco Caponigro Wineman Scheible Hauser & Luttmann, PLLC and Zurich North 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 offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, manager selection, and periodic portfolio reviews.

Carolyn Meske is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2010. Prior to that, she was with AllianceBernstein L.P. and Neuberger Berman BD 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 including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Jonathan Moulton is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000. In addition to his advisory role, he is the president and secretary of GNM Holding, Inc., a corporation he inherited. 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, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment approaches.

Cooper Davis is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Davis has been with Oppenheimer since 2019. 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 that include strategic and tactical asset allocation, manager selection, and comprehensive portfolio reviews, with a notable portion of its advisory assets managed on a non-discretionary basis.

Kathleen King is a financial advisor with Oppenheimer in Asheville, NC, holding a Series 66 designation and 12 years of industry experience. She has been with Oppenheimer since 2012. 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 and consulting services using both discretionary and non-discretionary approaches, managing equity, balanced, and fixed-income portfolios alongside tailored retirement solutions.

John Stoltzfus is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Outside of his advisory role, Stoltzfus is a part-time adjunct professor at New York University’s School of Professional Studies, where he teaches finance courses in the evenings. He is also involved as a musician with Exile on Broad Street. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a 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.

Batia Praizner is a financial advisor with Oppenheimer, holding Series 63 and Series 65 registrations and possessing 35 years of industry experience. She has been with Oppenheimer since 2002. Outside of her advisory role, she serves as the executor of her mother's estate, which is currently in the process of liquidation. 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 broad range of programs and uses both discretionary and non-discretionary investment approaches across equity, balanced, and fixed-income portfolios.

Daniel Sullivan is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has previously worked at Finra, Bank of America, Merrill, Worldwide Express, and MSI Financial Services. 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 including asset management, consulting, retirement services, and financial planning, with advisory services covering equity, balanced, and fixed-income portfolios using strategic and tactical allocation approaches.

Conner Peine is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. His background includes roles with The Church of Jesus Christ of Latter Day Saints and work at Bread Financial and Amazon. He has also been involved with Brigham Young University and operated a custom landscape borders business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charities, and other entities. The firm offers a range of discretionary and non-discretionary investment programs and consulting services across multiple asset classes, maintaining custody of client assets while managing both advisory and broker-dealer businesses.

Sheldon Freisinger is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves as the sole surviving trustee of the Sheldon Freisinger & Myra Freisinger Trust. 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 and financial planning, with advisory services that include strategic asset allocation and manager selection across various portfolio types.

Bruce Lessinger is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Oppenheimer since 2009, following eight years at UBS Financial Services. 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 broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Patrick Bransford is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Oppenheimer, having joined in 2025, and has prior experience at firms including Wells Fargo, Bank of America, Merrill, Morgan Stanley, Citigroup, and Prudential Equity Group. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Marc Leibowitz is a financial advisor at Oppenheimer with 29 years of industry experience. He has been with Oppenheimer since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory work, he volunteers as chairman of the lecture program at the University Club in New York City and serves as a volunteer armed guard for his house of worship in Short Hills, New Jersey. 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 broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Patrick Pereira is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2019, following five years at Wells Fargo Clearing and a prior role at WELLS FARGO Advisors, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a broad range of programs including asset management, consulting, and retirement services, offering both discretionary and non-discretionary advisory solutions.

James Watt is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 12 years at CIBC World Markets Corp. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Edita Raslova is a CFA® charterholder with 19 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent six years with Foresters Financial Services, LLC. Raslova holds a Series 63 license and is based in New York, NY. 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 and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary management.