Lawrence Flynn is a financial advisor with Oppenheimer in Providence, RI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Oppenheimer since 2007 and previously spent six years with Citigroup Global Markets. Flynn serves on the Board of Directors for Day One, a charitable organization supporting abused children, and participates in the investment committee for the Providence Public Library. 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 consulting services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary advisory arrangements.

Lance Rounds is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 1999 to 2003. Outside of his advisory role, he serves as the International Sales Director for MedFlightOne, a critical care air transportation company. 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, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Catherine Cain is a financial advisor with Oppenheimer holding a Series 66 license and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Plante Moran. She is based in Grosse Pointe Farms, MI. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of programs and advisory services across various asset classes, combining discretionary and non-discretionary strategies to meet clients' investment objectives.

Patrick Locke is a CFA® charterholder with 22 years of industry experience. He has been with Oppenheimer & Co Inc since 2017, following a three-year period as a self-employed advisor. Locke is based in New York, NY, and holds a Series 63 license. 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 broad range of programs with discretionary and non-discretionary services, employing strategic and tactical asset allocation, manager selection, and performance reporting tailored to client objectives.

Eric Gartland is a financial advisor at Oppenheimer with 35 years of industry experience. He has been with Oppenheimer since 1992 and holds Series 63 and Series 65 licenses. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Gary Domoracki is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Stifel, Barclays Capital, Source Capital Group, Credit Suisse Securities, Lehman Brothers, and Pershing. He is currently writing a book on family office management titled *Family Office Essentials: How to Prevent Family Wealth Destruction*. 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, employing both discretionary and non-discretionary approaches with a focus on strategic asset allocation and manager selection.

Gustavo Jaso Buzzoni is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he serves as a board member for The Mark at Brickell Bay Condo Association, a voluntary position involving oversight of property management and community planning, and he is a passive investor in a restaurant joint venture in Miami. 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 programs and advisory services that include discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

F Masri is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Oppenheimer in 2016, Masri worked at Merrill for 13 years. Outside of advising, he contributes creative writing pieces to the Millbrook Independent newspaper. 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 asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

William Maniss is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of investment and retirement services through discretionary and non-discretionary programs, with an emphasis on strategic asset allocation, manager selection, and tailored performance reporting.

Timothy King is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he volunteers as a class assistant helping professionals teach leatherworking and plans to teach a full class independently in the future. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Kristoffer Sun is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and Barnhorn Financial, LPL. His career also includes a role at St. Petersburg College. Oppenheimer serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services on both discretionary and non-discretionary bases, with a notable emphasis on non-discretionary assets and custody of client assets as a qualified custodian.

Shahzeb Shaikha is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his advisory roles, he was involved with myDawat.pk for seven years. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Marla Hart is a financial advisor with Oppenheimer and Co. Inc, holding a Series 66 designation and nine years of industry experience. She has been with Oppenheimer since 2017. 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 solutions that span equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

David Snider is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. 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 portfolio management, financial planning, and retirement consulting.

Mark Larsen is a financial advisor with Oppenheimer based in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services, with an emphasis on strategic asset allocation, manager selection, and customized performance reporting.

Daniel Berge is a CFP® with 32 years of industry experience, currently advising at Oppenheimer. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing, gaining extensive experience over more than a decade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients with a variety of investment programs. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Michael Oshaughnessey is a financial advisor at Oppenheimer with 55 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of his advisory role, he serves as a trustee and co-trustee for personal and family trusts involving the management and distribution of estate assets. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Gregory Iglow is a financial advisor at Oppenheimer with 29 years of industry experience. He has held positions at Oppenheimer since 2007, following prior roles at RBC Capital Markets and Prudential Equity Group, LLC. He holds the Series 63 designation and is based in Los Angeles, CA. 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 programs with discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios along with consulting and retirement services.

Jane Wasserstrom is a financial advisor at Oppenheimer with 46 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Oppenheimer since 2018, following 12 years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other entities. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Paul Keller is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, Amazon, and Bank of America. Outside of his advisory role, he works part-time as a waiter and host at an Italian restaurant on weekends. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory and brokerage services. The firm offers both discretionary and non-discretionary investment management, focusing on equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.