Christina Simpson is a financial advisor with Oppenheimer, holding a Series 66 designation and 19 years of industry experience. She has worked at Oppenheimer since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. in the earlier part of her career. 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, utilizing both discretionary and non-discretionary approaches with a focus on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Christina Gier is a financial advisor at Oppenheimer with Series 66 registration and four years of industry experience. Before joining Oppenheimer in 2022, she worked in the hospitality sector with Asheville Hotel Group and retail at Target. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a variety of advisory programs and services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Donna Goldman is a CFP® professional with 42 years of industry experience. She has been with Oppenheimer since 2009 and holds a Series 63 license. 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 with advisory services that cover equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection, delivering both discretionary and non-discretionary management.

Jonathan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. His prior work includes positions at Evans & Dixon, LLC, the University of Missouri-Columbia, and various educational institutions. 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 advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Peter Palumbo is a Series 66-licensed financial advisor with Oppenheimer in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as chairman of the Marquette Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, managing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Derek Raymond is a financial advisor at Oppenheimer with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2009. 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 across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary management options.

Preston Warren is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. Prior to joining Oppenheimer, he has held various positions outside the financial sector, including roles in realty and hospitality. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets and managing a significant portion of advisory assets on a non-discretionary basis.

Joshua Kaufthal is a financial advisor at Oppenheimer with 15 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2010. Outside of his advisory role, he serves as vice president of the BK Family Foundation, a charitable organization, and is a director on a co-op board. 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 including asset management, consulting, and retirement services, with advisory portfolios employing strategic and tactical asset allocation alongside manager selection and periodic reviews.

Huston Lorenzo is a financial advisor at Oppenheimer with eight years of experience in the industry. He holds a Series 66 designation and has worked at several firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, BNY Wealth Management, Snowden Lane Partners, Axio Financial, and Fidelity. 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 including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Walter Usinowicz Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 23 years of industry experience. He has been with Oppenheimer since 2005 and worked at Morgan Stanley DW Inc. from 2003 to 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment and retirement services through discretionary and non-discretionary programs, managing a broad range of portfolios with an emphasis on strategic asset allocation and client-specific reporting.

Margaret Slattery is a financial advisor at Oppenheimer with 28 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years before joining Oppenheimer in 2026. 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 with both discretionary and non-discretionary advisory services, including equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Anthony Kology is a financial advisor with Oppenheimer holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Oppenheimer & 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 wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Craig Chapman is a CFP® with 30 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Citigroup Global Markets for 13 years. He serves as co-trustee of a personal family trust. 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 combines discretionary and non-discretionary advisory services, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Robert Doo Jr is a financial advisor with Oppenheimer, holding a Series 66 designation and over 20 years of industry experience. He has been with Oppenheimer & Co since 2005. Outside of his advisory role, he is involved as a manager in a real estate investment LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers various programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment approaches.

Noah Wills is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at several firms, including Raymond James Financial Services and Mass Mutual Life Insurance Company. 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 and financial planning services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Francis Williams is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Oppenheimer since 2010, with prior roles at Stifel, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he manages a private company licensing intellectual property patents and serves as executor of an estate. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Austin Kline is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Santander Securities, Merrill, and Citizens Securities. His background also includes roles outside of finance, such as positions at DoorDash and Home Depot. 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 wide range of advisory programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches, and maintains custody of client assets as a qualified custodian.

Matthew Beery is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He also spent three years at the University of Kentucky. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

John Marshall is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel and Ryan Beck & Co. He is listed as president of 3 SONS INC., a corporation formerly owning a wine and spirits store. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Douglas Faupel is a financial advisor at Oppenheimer & Co. Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. The firm serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and services across equity, balanced, and fixed-income portfolios. Oppenheimer is notable for maintaining custody of client assets as a qualified custodian while operating both broker-dealer and advisory businesses.