Kristin Marinis is a CFP® and holds a Series 66 license, working with Oppenheimer since 2012. She has 14 years of industry experience. 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 broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Guillermo Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and is based in New York, NY. Gonzalez has been with Oppenheimer, an enterprise firm, since 2000. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of programs and advisory services with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios.

Steven Auerfeld is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and provides services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

William Reif is a financial advisor based in New York, NY, affiliated with Oppenheimer. He holds a Series 66 designation and has five years of industry experience. Prior to joining Oppenheimer in 2021, he worked at Emory University, Bank of Montreal, KMF Companies, and Cedar Hill Country Club. 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 range of programs, including asset management, consulting, and retirement services, with advisory services encompassing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Charles Griffith is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience working in the hospitality industry. 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 and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Caitlyn Berry is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for five years and held roles at TotalCareIT, UBS, PJT Partners, and The King's College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Stephen Seremetis is a financial advisor at Oppenheimer with 31 years of industry experience. He has held his current position at Oppenheimer & Co., Inc. since 2002. Outside of his advisory role, he serves on the advisory committee for finance for the Manhasset Public School District and is involved in business investments through partnerships in start-ups and venture capital funds. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable share of assets managed on a non-discretionary basis.

Philip Gullo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent over two decades at Equitable Advisors and AXA Advisors. Gullo serves as trustee of a family trust unrelated to investment management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary management approaches.

Louis Difrancesco is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2022, he worked at the University of Miami and Iona Preparatory. Outside of his advisory role, he owns and manages two cooperative properties, dedicating minimal time to their administrative tasks. 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 and consulting services, managing portfolios across equity, balanced, and fixed-income strategies with both discretionary and non-discretionary approaches.

Albert Napolitano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1997. In addition to his advisory role, he serves as a co-executor for an estate, managing investment liquidations on weekends. 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, managing assets through both discretionary and non-discretionary approaches while maintaining custody of client assets.

Paul Nathe is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a variety of programs that include strategic and tactical asset allocation, manager selection, and consulting services on both discretionary and non-discretionary bases.

Hugo Bartell is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer across two periods totaling 10 years, with an intervening three-year tenure at Adhesion Wealth Advisor Solutions Inc. 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 investment programs and financial planning services delivered on both discretionary and non-discretionary bases, with a notable portion of advisory assets managed non-discretionarily.

Roc Willis is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Wedbush Securities, Wells Fargo Clearing, A. G. Edwards & Sons, and Morgan Stanley Dw Inc. Outside of his advisory work, Willis serves as trustee and executor for family trusts and estates, managing their administration and asset liquidation. 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 range of discretionary and non-discretionary advisory programs across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and ongoing portfolio monitoring.

Spencer Nurse is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 1998 to 2003. Outside of his advisory role, he serves as a trustee of the Nurse Family Trust and manages the Corbet's Capital, LLC, both of which require minimal time commitments outside regular business hours. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and consulting services, combining discretionary and non-discretionary approaches, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

David Fleming is a Series 66-registered financial advisor with Oppenheimer, bringing 29 years of industry experience. His prior roles include positions at Stifel, Barclays Capital, Deutsche Bank Securities, Credit Suisse Securities, and Pershing LLC. He is based in New York, NY. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles with a range of advisory programs covering equity, balanced, and fixed-income portfolios. The firm offers both discretionary and non-discretionary services, including investment policy development, asset allocation guidance, and portfolio management.

Adam Willis is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Willis is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services, including asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary approaches.

Bryan Vanas is a financial advisor with Oppenheimer, holding a Series 63 credential and bringing 39 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as a trustee for his mother’s 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 broad range of investment and retirement services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Bradley Phillips is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2019 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill. 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, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Brett Hyman is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 credential and has previous work experience at Merrill Lynch and several hospitality companies. Outside of his advisory role, he is the owner of a music content business that distributes streaming content on platforms such as Spotify and Apple Music. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering a range of advisory programs and consulting services with a mix of discretionary and non-discretionary portfolio management. The firm also maintains custody of client assets and operates both advisory and broker-dealer businesses.

Mary Ryan is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Fahnestock & Co., Inc., a division of Oppenheimer, 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 range of programs including asset management, consulting, and retirement services, with advisory strategies covering equity, balanced, and fixed-income portfolios through discretionary and non-discretionary management.