Richard Steinbach is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1990. 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 that include strategic and tactical asset allocation, manager selection, and consulting tailored to client objectives.

Tatiana Zurek is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Merrill and Merrill, A Bank of America Company, from 1999 to 2023 before joining Oppenheimer in 2023. 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 that include both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios with an emphasis on strategic asset allocation and manager selection.

Eddy Hung is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Oppenheimer and Wells Fargo Clearing during his career. 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 including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Steven Lauterbach is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 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 his advisory role, he serves as co-trustee of a family trust. 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 and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Daniel Stahlie is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at Merrill from 2004 to 2005. Stahlie holds the Series 66 designation. Outside his advisory role, he serves as a trustee for a private family trust. 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 that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

David Pickett is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities from 1991 to 2017 before joining Oppenheimer in 2017. He is a former board member of a ballet organization, with no current affiliation since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary advisory programs, including asset management, consulting, and retirement services.

Martin Waldman is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 23 years of industry experience. His prior firms include Raymond James & Associates and Northern Trust Securities. He serves as a board member and secretary of the Ferrari Club of America, Palm Beach Chapter, a nonprofit organization for car enthusiasts. 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 services, including discretionary and non-discretionary portfolio management across various asset classes.

Lawrence Wilkes is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Wilkes serves as a trustee of Temple Shalom and manages personal and family trusts. 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 broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

James Stames is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Oppenheimer since 2009 and previously was with UBS Financial Services from 1995 to 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 broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Bradley Pottorf is a financial advisor at Oppenheimer with eight years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Advisors, LLC for eight years and also has experience at Capital One. 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 advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Nedim Saul is a financial advisor with Oppenheimer in Dallas, TX, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent four years at both Concert Wealth Management, Inc and Map Strategic Wealth Management. Outside of finance, he is involved with F45 Willow Bend, a fitness center in Plano, TX. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across various portfolio types, combining discretionary and non-discretionary management with comprehensive consulting and retirement planning.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, The Huntington Investment Company, and J.P. Morgan Securities. 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 strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Matthew Watson is a financial advisor with Oppenheimer who holds Series 63 and Series 65 credentials and has 30 years of industry experience. His career includes roles at Fulton Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing prior to joining Oppenheimer in 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations through a variety of programs and advisory services. The firm offers both discretionary and non-discretionary portfolio management, with oversight processes including suitability reviews and branch manager supervision.

John Gavigan is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2021. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory services.

John Hexamer is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003, and at CIBC World Markets Corp. from 2002 to 2003. Based in Chicago, IL, he has over two decades of continuous service with his current firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including equity and fixed-income portfolios, strategic asset allocation, and retirement consulting, with both discretionary and non-discretionary options.

Gregory Chinn is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 investment and consulting services, with an emphasis on both discretionary and non-discretionary account management and maintains custody of client assets as a qualified custodian.

Judith Gordon is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Oppenheimer 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 investment programs and advisory services across various asset classes, with both discretionary and non-discretionary account management.

John Hyland is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 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 programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary solutions across equity, balanced, and fixed-income portfolios.

Mark Kirby is a financial advisor with Oppenheimer who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years. 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 investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Ashwin Pathare is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following three years with Morgan Stanley and Morgan Stanley Private Bank. 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 various portfolio types, employing both discretionary and non-discretionary approaches.