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Andrew D

CFA®, Series 66

Dripping Springs, TX

Oppenheimer

Andrew Denkler is a CFA® charterholder affiliated with Oppenheimer, where he has worked since 2016. He holds a Series 66 license and has eight years of industry experience. Based in Dripping Springs, TX, Denkler provides investment advisory services through a firm with over 1,100 advisors. Oppenheimer serves individuals, corporations, retirement plans, and charitable organizations with a broad range of programs covering equity, balanced, and fixed-income portfolios. The firm offers both discretionary and non-discretionary investment management along with consulting and retirement services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Michael L

Series 63, Series 65

Springfield, MO

Oppenheimer

Michael Lachnit is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent eight years with Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation, manager selection, and both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Horacio G

Series 66

Houston, TX

Oppenheimer

Horacio Gomez Rabago is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, UBS International, and Chase Investment 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Ronald A

Series 63, Series 65

Chelan, WA

Oppenheimer

Ronald Allison is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously spent 12 years at CIBC World Markets Corp. His other business activities include managing a single-member LLC for personal boat ownership. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, combining discretionary and non-discretionary management with strategic asset allocation and portfolio oversight.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Maxwell M

Series 66

Washington, DC

Oppenheimer

Maxwell Mcadams is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at McAdam Financial and has been affiliated with Theta Chi Fraternity. 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 and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Christopher B

CFA®, Series 63

New York, NY

Oppenheimer

Christopher Barsky is a CFA® charterholder affiliated with Oppenheimer, where he has worked since 2006. He holds a Series 63 license and has 10 years of industry experience. Barsky 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 provides a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Pierson F

Series 66

Melville, NY

Oppenheimer

Pierson Faldetta is a financial advisor at Oppenheimer with Series 66 credentials and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at Kinexion and held roles at the Suffolk County Comptroller's Office and the University of Florida. 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 discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with custody of client assets maintained as a qualified custodian.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Jeff N

Series 63, Series 65

Bend, OR

Oppenheimer

Jeff Neely is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Citigroup Global Markets for nine years. Neely holds the Series 63 and Series 65 designations. 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 investment approaches that include strategic and tactical asset allocation and manager selection.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Guibens Y

Series 66

Boca Raton, FL

Oppenheimer

Guibens Youte is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2021. Prior to that, his work experience includes roles at Robert Half, Amazon, and the University of Connecticut. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Lindsay S

Series 63, Series 65

Portage, MI

Oppenheimer

Lindsay Schmitt is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Oppenheimer, Schmitt worked at Charles Schwab and Amerifirst Financial Corporation. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services using both discretionary and non-discretionary approaches, combining strategic asset allocation, manager selection, and periodic portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Jacob S

Series 66

New York, NY

Oppenheimer

Jacob Schmitt is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with Oppenheimer & Co. Inc., having joined in 2023, and his prior roles include positions at Heim, Young & Associates, Robinhood Markets, U.S. Bancorp Investments, TD Ameritrade, Scottrade, and PNC Wealth Management. 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 wide range of investment programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Michael S

Series 63

East Rockaway, NY

Oppenheimer

Michael Schwartz is a financial advisor with Oppenheimer, holding a Series 63 designation and bringing 56 years of industry experience. He has worked with Fahnestock & Co., Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs including asset management, financial planning, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Joseph S

Series 66

St. Louis, MO

Oppenheimer

Joseph Sell is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Edward Jones and seventeen years at Select Marketing. 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 equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Ariya P

Series 66

San Francisco, CA

Oppenheimer

Ariya Pejouhesh is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. Pejouhesh manages several rental properties outside of his advisory role. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of discretionary and non-discretionary investment programs that include equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Mariacelia B

Series 66

Coral Gables, FL

Oppenheimer

Mariacelia Blandon is a financial advisor at Oppenheimer with 16 years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer & Co., Inc. since 2021, following five years at Wells Fargo Clearing and six years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a sole owner and proprietor of two rental properties in Miami. 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, employing both discretionary and non-discretionary strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Spencer B

Series 66

Coral Gables, FL

Oppenheimer

Spencer Berens 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, following positions at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He also spent four years at the University of Miami early in his career. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across various asset classes, with both discretionary and non-discretionary account options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Laurence C

Series 63, Series 66

Asheville, NC

Oppenheimer

Laurence Casper is a financial advisor with Oppenheimer in Asheville, NC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Oppenheimer since 2011 and previously at Edward Jones from 2007 to 2011. 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, manager selection, and periodic portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Pablo P

Series 66, Series 63

New York, NY

Oppenheimer

Pablo Pico is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 66 and Series 63 licenses and worked previously at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years. Outside of his advisory role, he is involved in a social media platform where his son uploads videos about soccer and life events. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs that include equity, balanced, and fixed-income portfolios, as well as consulting and retirement services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Faith S

Series 63, Series 65

Warrington, PA

Oppenheimer

Faith Smith is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Oppenheimer since 2014. Outside of her advisory role, she assists with bookkeeping and marketing for a family-owned custom welding and metal fabrication business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services with a combination of discretionary and non-discretionary strategies, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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James B

Series 63, Series 65

Boston, MA

Oppenheimer

James Beyloune is a financial advisor with Oppenheimer in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Oppenheimer & Co., Inc. since 1994 and at Fahnestock & Co. Inc. since 2003. Beyloune serves as trustee for the Beyloune Family Investment Trust. 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 including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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