Michael Jevic is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Power Home Remodeling Group, 7th Level Mortgage, Eastern Regional High School, and Univers Workplace Solutions. 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 various programs including asset management, consulting, and retirement services, with a focus on strategic asset allocation and both discretionary and non-discretionary advisory services.

Steven Yang is a financial advisor at Oppenheimer with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory role, he serves as trustee of a personal trust. 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 with discretionary and non-discretionary management, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

Guillermo Bicas is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Oppenheimer for 15 years. Outside of his advisory role, he is a partner in Deck Miami LLC, a skateboard supercross facility that offers afterschool programming, camps, and open ride time. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of investment and consulting services delivered on discretionary and non-discretionary bases, with a notable emphasis on maintaining custody of client assets and managing a significant proportion of advisory assets non-discretionarily.

Lori Koval is a financial advisor at Oppenheimer with 32 years of industry experience. She has held her position at Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 2002 to 2003. She holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs with discretionary and non-discretionary investment services across equity, balanced, and fixed-income portfolios, and it maintains custody of client assets as a qualified custodian.

Karl Rozak is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been associated with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, Rozak serves as a director at Gigaware Technology, Inc., focusing on cybersecurity and data mining, and is a board member of Sam Latinoamerica, assisting in identifying new business opportunities. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of advisory services including asset management, financial planning, and retirement consulting, with a combination of discretionary and non-discretionary approaches.

Kenneth Smalley is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Oppenheimer in New York, NY. His prior roles include positions at StoneX Group Inc, Btig LLC, and Seaport Global Securities 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 and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Frank Carpin is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009. His prior experience includes roles at Stanford Group Company and UBS Financial Services. 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 strategies.

Feng Shen is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, UBS Financial Services, and Merrill. He is involved in managing the investments of his family trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Matthew Carey is a financial advisor at Oppenheimer with six years of industry experience. He has worked at Oppenheimer since 2019 and previously held positions at Cognivue Inc. and Ithaca College. Carey holds a Series 66 designation and is based in Princeton, NJ. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, combining discretionary and non-discretionary management with strategic asset allocation and manager selection.

Jack Zahl is a CFP® with 32 years of industry experience and has been with Oppenheimer since 2015. Prior to joining Oppenheimer, he worked at Wells Fargo Clearing for one year. He holds Series 63 and Series 65 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, and IRAs. The firm offers a range of investment programs and advisory services that include both discretionary and non-discretionary management, with an emphasis on strategic and tactical asset allocation, manager selection, and customized consulting.

Harvey Ross is a financial advisor at Oppenheimer with 46 years of industry experience. He holds the Series 63 designation and has worked at Fahnestock & Co., Inc. since 1990. Ross serves as a trustee and co-chair of the investment committee for the Phillips Collection, a nonprofit museum in Washington, DC. 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, managing both discretionary and non-discretionary assets, and maintains custody of client assets as a qualified custodian.

Jaclyn Bedford is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 66 registrations and offering 15 years of industry experience. She has been with Oppenheimer & Co Inc since 2014. 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 and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and maintains custody of client assets as a qualified custodian.

Virginia Saslow is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. Prior to that, she worked at Stanford Group Company for one year. Outside of her advisory role, she serves on the board of directors of a family-owned retail jewelry business. 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 investment and consulting services, utilizing strategic and tactical asset allocation and manager selection across equity, balanced, and fixed-income portfolios.

John Legg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Fahnestock & Co., Inc. for 36 years. Outside of his advisory role, Legg is the author of a non-investment book, which is a love story he began writing in 2018. 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 and advisory services that include discretionary and non-discretionary management, focusing on strategic asset allocation, manager selection, and tailored retirement and consulting services.

Ryan Charron is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of advisory programs including asset management, consulting, and retirement services, using strategic and tactical asset allocation alongside manager selection and portfolio reviews.

Alexander Smith is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2016. Prior to that, he was employed at Wells Fargo Clearing from 2012 to 2016. 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, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Steven Sterner is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009, following 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 pooled investment vehicles. The firm offers a broad range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Gregg Whelan is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including D.A. Davidson & Co., Raymond James & Associates, Wells Fargo Clearing, and Citigroup Global Markets prior to 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Clifford Hodgman is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Ameriprise Advisor Services, Inc. from 2007 to 2009. Outside of his advisory role, he is the founder and chairman of the Hodgman Tennis Academy, a nonprofit organization focused on coaching and mentoring children in tennis. Oppenheimer serves a broad range of clients, including individuals, corporations, and charitable organizations, offering diverse advisory programs and investment solutions delivered on both discretionary and non-discretionary bases. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses, with a notable portion of assets managed on a non-discretionary basis.

Jimmy Fletcher is a financial advisor at Oppenheimer in Dallas, TX, with 20 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. 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 and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary management options.