Donald Weidemann is a financial advisor with Oppenheimer who holds the CFP® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2010. 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 broad range of investment programs and advisory services, operating with a mix of discretionary and non-discretionary account management while maintaining custody of client assets.

Jake Eitzen is a financial advisor with Oppenheimer in Scottsdale, AZ, holding a Series 66 designation and with 12 years of industry experience. He has been with Oppenheimer & Co Inc since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers various programs including asset management, consulting, and retirement services, with advisory approaches that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Janet Hayes is a financial advisor at Oppenheimer with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2010. Hayes serves as a trustee of the Louis J. & Doris Lombardi Foundation. 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 and advisory services covering equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

James Novello is a financial advisor at Oppenheimer with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at John Hancock in various roles. Outside of his advisory work, he is the owner of Glassmine Publishing LLC, an editing and publishing business. 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 advisory programs with both discretionary and non-discretionary investment approaches and maintains custody of client assets as a qualified custodian.

Michael Murdock is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, Kestra Investment Services, and LPL Financial. Outside of his advisory role, he officiates youth basketball games. 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 advisory programs utilizing both discretionary and non-discretionary approaches, with an emphasis on strategic asset allocation and comprehensive portfolio management.

Marbelys Martinez is a financial advisor at Oppenheimer with four years of industry experience and holds Series 66 and Series 63 designations. She 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 with a variety of investment programs. The firm manages equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and offers both discretionary and non-discretionary consulting and retirement services.

Peter Watt is a Series 66 credentialed financial advisor with Oppenheimer in Atlanta, GA, where he has worked since 2016. He has nine years of industry experience. Watt serves as a trustee and financial advisor for multiple family trusts, including one for his son, overseeing investment decisions and distributions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Jed Kelly is a financial advisor with Oppenheimer in Boston, MA, holding a Series 63 designation and 15 years of industry experience. He has been with Oppenheimer since 2012. 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 programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Daniel Feichtner is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, with previous roles at Smith Moore & Co, Morgan Keegan & Company, LLC, and Union Planters Investment Advisors, 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 variety of programs with discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

James Charron is a financial advisor at Oppenheimer with 42 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 65 designations. 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 that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary investment management.

Joanna Capobianco is a financial advisor at Oppenheimer with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. Outside of her advisory role, she is an active member of the Commercial Real Estate Women (CREW) networking group and participates in its Legacy Committee. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Tyler Britton is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at Servicemaster Building Care and the Houston Astros. 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, providing both discretionary and non-discretionary advisory services.

Lennon Fregien Miller is a financial advisor at Oppenheimer with a Series 66 designation and seven years of experience as a self-employed financial trader. He has worked at Oppenheimer since 2025 and previously held roles in mortgage processing and automotive sales. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides various programs and advisory services across equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary management.

Raymond Lew is a financial advisor at Oppenheimer with 32 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co. Inc. since 2003. Based in Los Angeles, CA, he is affiliated with one of the larger advisory firms in the industry. 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 covering equity, balanced, and fixed income strategies.

Gregory Augustine is a financial advisor at Oppenheimer with 35 years of industry experience and holds a Series 66 designation. He has worked at Oppenheimer since 2011 and previously spent 12 years at PRUCO 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Peter Muldowney is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. 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 services, emphasizing strategic asset allocation, manager selection, and portfolio monitoring.

Mark Roman is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors, 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 across discretionary and non-discretionary bases, focusing on equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation.

Jeffrey Clark is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer since 2006, following prior roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he serves as president of the Ohio Valley Region of the Porsche Club of America, organizing events and managing board activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across various portfolio types, combining discretionary and non-discretionary management while maintaining custody of client assets.

Sophie Sulimowicz is a financial advisor at Oppenheimer with six years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. She has experience across several financial institutions including Bank of America, Merrill, Fidelity Investments, and Wells Fargo. 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 programs and both discretionary and non-discretionary advisory services, with a notable focus on non-discretionary portfolios and maintaining custody of client assets.

Marisela Blandon is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. Blandon is based in Coral Gables, FL. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, as well as corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services covering equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.