Jane Doyle is a CFP® professional with 32 years of industry experience, currently serving at Oppenheimer since 2005. Prior to joining Oppenheimer, she worked at Morgan Stanley Dw Inc. for seven years. Outside of her advisory role, she is the author and promoter of a forthcoming book titled *You Heal You* and manages related ventures including a blog sharing stories from a spiritual center in Brazil. 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 across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory services supported by strategic asset allocation and manager selection.

Diego Gonzalez is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2008. Prior to joining Oppenheimer, he spent 12 years at UBS Financial Services and UBS International Inc. 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 investment and consulting programs, utilizing both discretionary and non-discretionary approaches, and maintains custody of client assets while managing significant non-discretionary advisory portfolios.

Ali Zafar is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Proshares Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs and advisory services, with a notable emphasis on both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Brian Bittner is a financial advisor with Oppenheimer in Denver, CO, holding CFA® and Series 66 designations and has 20 years of industry experience. He has been with Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients, offering a broad range of investment and consulting services with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating its advisory and broker-dealer businesses and manages a significant amount of non-discretionary assets.

Aaron Maciak is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ameriprise Financial Services and self-employment ventures. Outside of his advisory work, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services delivered on both discretionary and non-discretionary bases, combining strategic asset allocation with tailored portfolio management.

Kimber Woods is a CFP® professional with 25 years of industry experience, currently serving at Oppenheimer since 2011. Prior to Oppenheimer, Woods worked at Wedbush Securities, UBS Financial Services, and Piper Sandler & Co. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory options.

Sanford Haber is a financial advisor at Oppenheimer with 34 years of industry experience. He has held his current role since 2008 and previously worked at Lehman Brothers Inc. from 2003 to 2008. Haber holds Series 63 and Series 65 licenses. 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, delivered on both discretionary and non-discretionary bases.

Sandra Chism is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Ms. Chism serves on the boards of the National Organization of Investment Professionals and the Kansas City Securities Association, both nonprofit entities focused on education and community engagement. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment services, including asset management, consulting, and retirement planning.

David Anderson is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2015. His prior experience includes roles at Ameriprise 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 wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Zhiyu Jiang is a CFA® charterholder and financial advisor at Oppenheimer with four years of industry experience. Prior to joining Oppenheimer, Jiang worked at Moody's Investors Service, Navigant Consulting, Inc., and Columbia University. He is based in New York, NY. 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 retirement services, with investment approaches spanning equity, balanced, and fixed-income portfolios.

Charlie Santos is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Outside of his advisory role, Santos coaches youth soccer teams and has been involved with soccer academies for over a decade. 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 programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

David France is a financial advisor with Oppenheimer & Co Inc, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent 11 years with Wells Fargo Clearing. 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 programs and advisory services across various portfolio types, employing strategic and tactical asset allocation and manager selection, with an emphasis on both discretionary and non-discretionary management.

Eric Gregerson is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2014, following a brief tenure at 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Edward Harrington is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Oppenheimer 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 range of programs and advisory services, including strategic and tactical asset allocation, manager selection, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Tyler Pratt is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at City National Bank, RBC Capital Markets Corporation, and Frontier Financial 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary approaches.

Peter Wagner is a financial advisor at Oppenheimer with 45 years of industry experience. He has held positions at Oppenheimer since 2013 and previously worked at UBS Financial Services from 2002 to 2013. He holds Series 63 and Series 65 licenses. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Susan Stephens is a financial advisor with Oppenheimer in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked at Oppenheimer since 2010 and previously spent 12 years at Charles Schwab. 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 that include strategic and tactical asset allocation, manager selection, and portfolio monitoring across equity, balanced, and fixed-income portfolios, with a notable portion of its advisory assets managed on a non-discretionary basis.

Robert Tolstykh is a financial advisor with Oppenheimer in Seattle, WA, holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at Mariner Wealth Advisors, Pacific Portfolio Consulting, Morgan Stanley, UBS Financial Services, Newport Group, and Wells Fargo Advisors. 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 and advisory services delivered on both discretionary and non-discretionary bases, with a notable emphasis on maintaining custody of client assets while operating both broker-dealer and advisory businesses.

David Dziadziola is a financial advisor at Oppenheimer with 18 years of industry experience. He has held roles at Oppenheimer since 2018 and previously worked at Intelligent Capital Reserve Group for five years. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary investment approaches.

Jonathan Kolodkin is a financial advisor at Oppenheimer with 39 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities prior to joining Oppenheimer in 2011. He holds Series 63 and Series 65 licenses. 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 advisory services, including discretionary and non-discretionary portfolio management, with a focus on strategic asset allocation, manager selection, and comprehensive consulting and retirement services.