Adam Sands is a CFA® charterholder with 16 years of industry experience. He is currently with Oppenheimer, where he has worked since 2023. His prior roles include positions at Lument (ORIX Real Estate Capital), STIFEL, First Empire Securities, Inc., Incapital LLC, and Kimberlite Advisors LLC. 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 across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management while maintaining custody of client assets.

Jeremy Siegel is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Fahnestock & Co. Inc. for 23 years. Outside of finance, he is an executive producer and 4% equity owner of a private TV/web show called "Next Generations," based in New York City. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Todd Wiggins is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several major firms, including UBS Financial Services, Morgan Stanley, and Citigroup Global Markets, before joining Oppenheimer in 2016. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs and combines discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Fred Berens is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 61 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of his advisory role, he serves as a trustee for multiple family and friend trusts, holds leadership positions with public television stations in South Florida, and is a trustee at the University of Miami. 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 investment and consulting programs with discretionary and non-discretionary options, maintaining custody of client assets while managing both advisory and broker-dealer operations.

Michael Ridge is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across various portfolio types, employing both discretionary and non-discretionary management approaches.

Paul Fern is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at JPMorgan Chase, The Vanguard Group, and Chompies. He participates in a business networking group, attending meetings twice a month. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Evelyn Colon is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Oppenheimer since 2008. 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, with advisory services provided on both discretionary and non-discretionary bases.

Marguerite Tomeo is a financial advisor at Oppenheimer with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1978. 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 programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Thomas Valeo is a financial advisor with Oppenheimer based in Boston, MA. He holds Series 63 and Series 65 credentials and has 56 years of industry experience. Since 2003, he has been associated with Fahnestock & Co. Inc., a division within Oppenheimer. 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 investment programs and advisory services, including discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.

Lawrence Cohen is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Oppenheimer for 20 years and previously worked at Wells Fargo Clearing for two years. Outside of his advisory work, he serves as a successor trustee on the Cohen/Stessman Trust, a role involving biannual management without compensation. 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 services across discretionary and non-discretionary accounts, maintaining custody of client assets and managing significant non-discretionary advisory assets.

Arlette Pol is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Northwestern Mutual, Merrill Lynch, and other firms. Outside of financial advising, she is an adjunct college professor teaching a night class on digital marketing at Miami Dade College. 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 and retirement services that include both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Michael Pfeffer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2008. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Brian Roth is a financial advisor at Oppenheimer with 22 years of industry experience, including 21 years at his current firm. He holds Series 63 and Series 66 licenses. Roth serves as president of the board of directors for Fox-Co-op, a residential cooperative, where he is involved in managing building operations. 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 encompassing equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Ross Pollock is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services with both discretionary and non-discretionary approaches, managing a significant portion of assets on a non-discretionary basis while maintaining custody as a qualified custodian.

Daniel Seidel is a Series 66-licensed financial advisor with Oppenheimer & Co. Inc in Seattle, WA, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Seidel has a minor involvement as a landlord. 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, retirement services, and financial planning with discretionary and non-discretionary account management.

James Collins is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2013, following a brief tenure at Merrill from 2005 to 2006. 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 provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a notable portion of assets managed on a non-discretionary basis.

Kyle Montmorency is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Oppenheimer since 2015. He holds a Series 66 license and is based in Portage, Michigan. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, and manages both discretionary and non-discretionary accounts across various portfolio types.

Jeffrey Rivlin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1998 to 2003. Rivlin serves as a trustee for multiple family trusts and is a general partner in a family partnership focused on managing investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

John Kaleh is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc., a division of Oppenheimer, for 23 years. 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 variety of programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services across equity, balanced, and fixed-income portfolios.

Michael Rosenmayer is a financial advisor at Oppenheimer with 33 years of industry experience. He has held positions at Oppenheimer since 2007, following prior roles at RBC Capital Markets and Prudential Equity Group, LLC. He serves as trustee for the Michael H. Rosenmayer 2013 Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individual clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management tailored to client objectives.