Lawrence Dobrin is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and services delivered on both discretionary and non-discretionary bases, including equity, balanced, and fixed-income portfolios, along with consulting and retirement services.

Timothy Vanderver III is a financial advisor with Oppenheimer, holding a Series 66 credential and bringing 22 years of industry experience. He has worked at Oppenheimer since 2009, following prior roles at Stanford Group Company and Wells Fargo Clearing. Outside of finance, he works part-time as a casting agent for film and television productions. Oppenheimer serves individuals, corporations, and various institutions through a range of advisory programs including discretionary and non-discretionary services, focusing on equity, balanced, and fixed-income portfolios. The firm also acts as a qualified custodian of client assets and offers both commission-based and fee-based advisory programs.

Sophia Haney is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has been with Oppenheimer & Co. Inc since 2017. Prior to that, she worked at NES Creative for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individual and institutional clients, including high net worth individuals, corporations, and charitable organizations. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios, and manages both discretionary and non-discretionary accounts.

Ernest Mishne is a financial advisor at Oppenheimer with Series 63 and Series 65 designations and 36 years of industry experience. He has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 31 years. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.

Antoinette Cimino is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 1998. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Eric Schulkin is a CFP® with 12 years of industry experience currently serving as a financial advisor at Oppenheimer. He has held roles at Gerber Kawasaki, Inc. and LPL Financial before joining Oppenheimer in 2018. He serves as a trustee on the board of Drew School, a nonprofit educational institution in San Francisco. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a broad focus on equities, balanced and fixed-income portfolios.

Alberto Castaner is a financial advisor at Oppenheimer with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley and Popular Securities. He serves as trustee and executor for a family trust, managing investment accounts on behalf of his nephews. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory programs and investment services on both discretionary and non-discretionary bases, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Neil Greenspan is a financial advisor at Oppenheimer with 22 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at Lehman Brothers Inc. from 2005 to 2008. Greenspan serves as a trustee on the Barak Luria Rabinowitz Irrevocable Trust, overseeing investment reviews and future distributions. 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 provides a broad range of advisory services including strategic and tactical asset allocation, manager selection, and consulting on both discretionary and non-discretionary bases.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at various companies including Payarc LLC and Laguna Beach Sober Living, the latter reflecting involvement in the recovery services sector. 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 programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

David Jarrell is a financial advisor with Oppenheimer, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with Oppenheimer since 2019, following prior roles at Wells Fargo Advisors and Lakewood Ranch Family Counseling. Outside of finance, Jarrell is involved in life coaching and hypnotherapy, and he teaches yoga classes in the Sarasota area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of advisory programs including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer businesses and reports a significant portion of assets under non-discretionary management.

John Mormile is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2004. 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, with advisory options spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Ryan Maksimovich is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2020, following roles at TD Ameritrade, Scottrade, Wells Fargo Advisors, and Waddell & Reed. Based in St. Louis, MO, Maksimovich has expertise developed across multiple firms in the financial services sector. 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 and advisory programs delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection.

Michael Paganucci is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Based in San Francisco, CA, he has been with Oppenheimer since 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs with both discretionary and non-discretionary advisory services, focusing on strategic and tactical asset allocation, manager selection, and customized retirement and consulting engagements.

Brian Nagel is a CFA® charterholder with 26 years of industry experience. He has been with Oppenheimer since 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 including asset management, consulting, and retirement services, providing both discretionary and non-discretionary advisory solutions.

Eric Lyons is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2017, following a 12-year tenure at Sanford C. Bernstein. Based in Atlanta, GA, Lyons’s career includes extensive work at prominent firms. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Kay Barcus is a CFP® professional with 35 years of industry experience, currently serving clients at Oppenheimer since 2009. Prior to Oppenheimer, Kay worked at Citigroup Global Markets and Merrill, accumulating a combined 17 years at those firms. 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 range of investment programs with both discretionary and non-discretionary management, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Haley Power is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has a background that includes roles at Automatic Data Processing, Inc., and legal positions at two law offices. 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, with advisory portfolios spanning equity, balanced, and fixed-income investments managed on both discretionary and non-discretionary bases.

Brayden Makar is a financial advisor at Oppenheimer with a Series 66 designation and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience in hospitality through Ethos Hospitality Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

James Marconis is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer & Co since 2006 and holds Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Timothy Shocklee Jr. is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following a 14-year tenure at Citigroup Global Markets. 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 delivered on both discretionary and non-discretionary bases, with services that include asset management, financial planning, and retirement consulting.