Michael Holland is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to joining Oppenheimer, he held a position with the New York Islanders. 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.

Gustave Krafve is a financial advisor at Oppenheimer with 10 years of industry experience and holds a Series 66 designation. He worked at Ameriprise Financial Services from 2016 to 2023 before joining Oppenheimer. Outside of his advisory role, he is a partner in a steel company and several residential real estate investment ventures. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment programs and advisory services that include strategic asset allocation and portfolio management. The firm operates both broker-dealer and registered investment adviser businesses and manages a significant portion of client assets on a non-discretionary basis.

David Boon is a financial advisor at Oppenheimer with 28 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent six years at UBS Financial Services. He holds Series 63, 65, and 66 licenses and serves as trustee of the David M. Boon Declaration of Trust. 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, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Carlos Bergouignan Sotolongo is a financial advisor at Oppenheimer with 21 years of industry experience. He has been with Oppenheimer since 2003 and holds the Series 66 designation. 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 range of investment programs and advisory services that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Mark Frommer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Merrill, and Lehman Brothers. 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 discretionary and non-discretionary advisory programs across equity, balanced, and fixed-income portfolios, with services including asset allocation, manager selection, and comprehensive consulting and retirement planning.

Mitchell Hickey is a CFP®-certified financial advisor with Oppenheimer in San Francisco, CA, where he has worked for 11 years. He holds Series 63 and Series 65 licenses and has accumulated 11 years of industry experience. 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 including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary solutions across equity, balanced, and fixed-income portfolios.

James Wall is a CFP® professional affiliated with Oppenheimer in Boston, MA, with 10 years of industry experience. He has been with Oppenheimer since 2016. Oppenheimer serves a diverse client base, including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across discretionary and non-discretionary accounts, employing strategic and tactical asset allocation, manager selection, and tailored consulting and retirement services.

Robert Hogue is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. His prior experience includes roles at Stanford Group Company, BNY Investment Center Inc., Pershing LLC, and Lockwood Financial Services, Inc. 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 employing strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary management.

Aaron Zirker is a financial advisor with Oppenheimer in New York, NY. He holds the Series 66 designation and has one year of industry experience. His prior work history includes roles at Mercury Digital Partners Inc. and Onpaceplus. 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 range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation, manager selection, and portfolio reviews on both discretionary and non-discretionary bases.

Carrie Meyer is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Oppenheimer since 2006 and previously worked at Citigroup Global Markets. 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 investment and consulting services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

John Teetsel is a financial advisor with Oppenheimer who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has been with Oppenheimer since 2009. Outside of finance, he serves as secretary of New Vistas Academy Inc., a private school, and is the proprietor of Starling Laneboatworks. 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 investment management, emphasizing strategic asset allocation, manager selection, and tailored consulting and retirement services.

Samuel Drake is a financial advisor at Oppenheimer with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. 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, utilizing strategic and tactical asset allocation along with manager selection and portfolio monitoring.

Mark Terna is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Kevin Murphy is a financial advisor at Oppenheimer with 41 years of experience in the industry. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, 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 investment and consulting services, including discretionary and non-discretionary portfolio management and retirement consulting.

Frederick Weaver is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. and Prudential Securities Incorporated for extensive periods. Based in New York, NY, his career includes over two decades at these notable firms. 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 discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

William Scott III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Fahnestock & Co., Inc. for 27 years since 1999. 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, including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Tyler Parham is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth CARES in a volunteer capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

John Rust is a financial advisor at Oppenheimer with 53 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Dominick & Dickerman LLC, Credit Suisse Securities, and Pershing LLC. Rust serves as trustee for The Rust Foundation, a family private foundation focused on charitable giving, and is chairman of St Lucie Milkmaid, a non-investment-related 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 broad range of investment and financial planning services, employing strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary account management.

Sherri Brown is a financial advisor at Oppenheimer with 16 years of industry experience. She holds Series 65, Series 66, and Series 63 credentials and has worked at firms including Wells Fargo Clearing Services LLC and Citigroup Global Markets. Outside of her advisory role, she has served as a poll worker during the 2020 general election in Greensboro, NC. 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 both discretionary and non-discretionary approaches, and maintains custody of client assets while operating broker-dealer and advisory businesses.

Offer Tidhar is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Oppenheimer since 2005 and previously with Morgan Stanley and Piper Sandler. 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, with both discretionary and non-discretionary management options.