Lisa Simon is a financial advisor at Oppenheimer with 14 years at the firm and nine years of industry experience. She holds Series 65 and Series 63 licenses. 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 variety of programs and provides advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Andrew Michienzi is a financial advisor at Oppenheimer with 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns and manages AJ Michienzi Properties LLC, a company involved in rental property management. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of advisory and brokerage services. The firm provides investment management across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, and offers both discretionary and non-discretionary consulting and retirement services.

Heather Quinones is a financial advisor at Oppenheimer with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and Wells Fargo. Quinones is based in Scottsdale, AZ. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a broad range of advisory programs that include asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary investment management across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Charles Roden is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. since 2002. Roden serves as a trustee for two trusts, devoting limited time to these roles. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of advisory assets managed on a non-discretionary basis.

Brian Benjamin is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in the fitness industry, including positions as a licensed independent trainer and at Jeremy Scott Fitness. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.

Paul Tierney III is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. Outside of his advisory role, Tierney is involved as the head coach for the Minnetonka Lacrosse Association. 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, including discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies.

Stephen Marsters is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2009, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Marsters serves on the finance and development committees of St. Elizabeth's School, a community involvement role separate from his investment activities. 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 services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jerald Hymen is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2005, following a four-year tenure at Morgan Stanley DW Inc. Outside of his advisory role, he serves as a co-trustee of his wife’s trust. 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 and advisory services that utilize strategic and tactical asset allocation, manager selection, and customized investment policy development, managing a significant portion of assets on a non-discretionary basis.

Anthony Pell is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Morgan Stanley for two years. He holds the Series 66 designation. 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 wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Howard Kluttz is a financial advisor with Oppenheimer in Washington, DC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and was previously with Merrill from 1988 to 2003. 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 and consulting services with both discretionary and non-discretionary management, and it maintains custody of client assets while operating its advisory and broker-dealer businesses.

Robert Barnes Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and was previously with Cibc World Markets Corp. from 1999 to 2003. He serves as a trustee of Mothers Trust. 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 and consulting services, including discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation, manager selection, and tailored performance reporting.

Leonard Scandariato is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Oppenheimer and its affiliates since 2003, with prior experience at CIBC World Markets from 2000 to 2003. Scandariato is also involved with B. Riley Wealth Insurance as a life and health insurance agent. 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 investment programs and advisory services, including discretionary and non-discretionary management, and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Gail Litchfield is a financial advisor at Oppenheimer with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney, Merrill, Wells Fargo Advisors, and UBS Financial Services. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles with a wide range of advisory programs. The firm offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating broker-dealer and advisory businesses.

Susan Mitchell is a financial advisor at Oppenheimer with 45 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2012, previously serving at RBC Capital Markets and Piper Sandler & Co. 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 investment and consulting services, managing both discretionary and non-discretionary accounts and maintaining custody of client assets.

Arthur Caione is a financial advisor with Oppenheimer, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 58 years of industry experience and has been with Fahnestock & Co. Inc., an Oppenheimer affiliate, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equities, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Kyle Codey is a financial advisor at Oppenheimer with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work history includes positions at Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. 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 using both discretionary and non-discretionary approaches and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Samuel Herek is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at Burlington Capital and Charles Schwab. Outside of finance, he has been involved with Schmidleys Family Golf Range for six years. 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 investment programs and advisory services, including both discretionary and non-discretionary management, with oversight processes that include suitability and branch manager review.

David Binstock is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Outside of his advisory work, he is involved in family estate planning on a quarterly basis. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment and consulting services, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Lisa Anderson is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for 24 years at Intercarolina Financial Services, Inc. before joining Oppenheimer in 2024. 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 advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Angelina Anderson is a financial advisor at Oppenheimer with Series 65 and Series 63 designations and less than one year of industry experience. Her prior work includes positions at Meridian Wealth Advisors and Raymond James, as well as roles in education and private tutoring. Outside of finance, she has experience in modeling and in the restaurant industry through Sukoy Hibachi Express. 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 programs and advisory services that include discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.