Dana Diserio is a financial advisor at Oppenheimer with two years of industry experience. She holds the Series 66 designation and previously worked in education at The University of Delaware and Marlboro High School. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services through both discretionary and non-discretionary programs.

James Wiley is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Merrill. Wiley is based in Washington, DC. 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, including strategic and tactical asset allocation, manager selection, and consulting and retirement services delivered on both discretionary and non-discretionary bases.

H. Peter Petrosky is a CFP® with 42 years of industry experience and has been with Oppenheimer since 2013. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

Ronald Ochal is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent 17 years with Ameriprise Financial and Ameriprise Advisor Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and financial planning, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Loren Ben is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2003. Outside of his advisory role, he serves as a trustee for BP Enterprises, Family Limited Partnership. 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 various portfolio types, with both discretionary and non-discretionary management options.

Kevin Daniel Jr. is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Oppenheimer. He previously worked at Merrill and Bank of America, N.A. Kevin dedicates time annually to assist soon-to-be business school graduates with networking and has served on a university board for over a decade in a charitable capacity. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment programs that incorporate both discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

Melissa Bowyer is a financial advisor at Oppenheimer with 24 years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer since 2019. Her prior experience includes roles at Ameriprise Financial Services, Raymond James Financial, and Morgan Stanley. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of advisory and consulting services, including equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Regine Rigal is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. for 23 years. 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 wide range of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Caroline Hunter is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has worked previously at Easyplant and Aritzia, as well as in various self-employed roles. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs, including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary portfolio management.

William Marshall is a financial advisor at Oppenheimer with a Series 66 designation and experience starting in 2025. His career includes roles at Oppenheimer, Antonio's, Corrigan Financial, and positions in education and food service prior to entering the financial industry. 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 range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Marcia Locher is a financial advisor with Oppenheimer in Houston, TX, holding a Series 63 designation and 44 years of industry experience. She has worked at Oppenheimer since 2004 and previously at UBS Financial Services from 2000 to 2004. 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 with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Michael Fernandez Ravelo is a financial advisor at Oppenheimer with Series 63 and Series 66 credentials. He has held positions at Bank of America and Wells Fargo and has experience working in educational and municipal settings. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of discretionary and non-discretionary investment programs, including equity, balanced, and fixed-income portfolios. The firm maintains custody of client assets and offers consulting and retirement services tailored to client objectives.

Vasilis Kambouris is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Firstrust Savings Bank as well as at George's Restaurant. 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 approaches spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary management.

Michael Locher is a CFA® charterholder and holds a Series 63 license with 15 years of industry experience. He has been with Oppenheimer since 2010, based in New York, NY. 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 wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Stephen Gironta is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He joined Oppenheimer in 2019 after working with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services employing various asset allocation strategies and manager selection, with both discretionary and non-discretionary options.

Bruce Hartzmark is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co., Inc. since 1988. Hartzmark is a member of University Hospitals of Cleveland Digestive Health Institute Leadership Counsel. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, while maintaining custody of client assets and operating both broker-dealer and advisory businesses.

Kevin Lynch is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following previous roles at Cantor Fitzgerald & Co and Morgan Stanley. 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, combining discretionary and non-discretionary approaches with in-house custody of client assets.

Peter Vars is a CFA® charterholder with 25 years of industry experience. He has been with Oppenheimer and Oppenheimer Investment Management Inc. since 2005. Based in Salt Lake City, UT, he holds the Series 66 designation. 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 programs and advisory services encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following two years at Axa Advisors. 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 across equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation, with both discretionary and non-discretionary services.

Jonathan Eklund is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2018, he worked for RBC Capital Markets Corporation for 10 years. Outside of his advisory role, Eklund serves as an at-large board member of the Lyric Opera of Chicago. 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 advisory services, including both discretionary and non-discretionary management, with a notable emphasis on maintaining custody of client assets as a qualified custodian.