Domenick Pugliese is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 credential and has worked at Oppenheimer since 2018, following two years at Markets Group. 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 advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary account management.

Duane Larue is a financial advisor with Oppenheimer in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Citigroup Global Markets for 14 years before joining Oppenheimer in 2009. 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 provides a range of programs that include asset management, consulting, and retirement services, with advisory strategies encompassing equity, balanced, and fixed-income portfolios delivered through discretionary and non-discretionary approaches.

Erica Eiler is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. She holds the Series 63 designation and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Elisabeth Sorensen is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. The firm serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Oppenheimer provides investment advisory and broker-dealer services with programs spanning equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary management.

Michael Weinstein is a financial advisor at Oppenheimer with 33 years of industry experience, including 21 years at his current firm. He holds the Series 63 and Series 65 designations. Outside of his advisory work, he is the author and photographer of the book *Ten Times Chai: 180 Orthodox Synagogues of New York City*, and he also participates as an individual artist in art competitions and festivals. 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 advisory programs and manages both discretionary and non-discretionary accounts, covering equity, balanced, and fixed-income portfolios with an emphasis on strategic asset allocation and manager selection.

Carter Madden is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and previously worked at Cinnamon Rainbows Surf Company and Westminster 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 wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Leda Ozmen is a financial advisor at Oppenheimer in Los Angeles, CA, holding a Series 63 designation with 19 years of industry experience. She has worked at Oppenheimer since 2017 and previously spent time at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

David Wright is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co., Wells Fargo Clearing, Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. Wright is based in Seattle, WA. 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, and financial planning services delivered on discretionary and non-discretionary bases.

John Rich is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2009, having previously worked at Stanford Group Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a variety of programs and advisory services including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Mark Hovanic is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs and advisory services employing both discretionary and non-discretionary management, with a distinctive approach that includes maintaining custody of client assets and managing a significant portion of assets on a non-discretionary basis.

Nicholas Siconolfi is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2015. Based in New York, NY, his career has been focused within this firm. 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 equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to clients’ objectives.

Alexander Joseph is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for five years. His credentials include Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs through a broad range of advisory and brokerage services. The firm offers programs including asset management, consulting, retirement services, and financial planning across discretionary and non-discretionary platforms.

Ximena Goni is a financial advisor at Oppenheimer with 10 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer & Co. Inc since 2016. 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 broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and financial planning.

Peter Scott is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63 and Series 65 designations. Prior to joining Oppenheimer, he worked at Anderson & Strudwick, Incorporated. 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 range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a focus on strategic asset allocation and manager selection.

Jason Chabek is a financial advisor at Oppenheimer with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Wells Fargo Advisors, Fifth Third Securities, and Fifth Third Bank prior to joining Oppenheimer. 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, utilizing both discretionary and non-discretionary investment strategies.

Laura Kellerman is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citicorp Investment 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 range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Zhihua Yang is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. He holds the Series 63 designation and is based in New York, NY. 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 including equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

Christian Kosik is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fahnestock & Co., Inc., a division of Oppenheimer, since 2003. 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 programs and services, including asset management, consulting, and retirement planning, with a focus on both discretionary and non-discretionary account management.

Gregory Boettle is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Fahnestock & Co. Inc. for the past 23 years. Outside of his advisory role, he is involved as a general partner and co-trustee in various personal business and estate matters. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Roger Felberbaum is a financial advisor at Oppenheimer with 61 years of industry experience. He has previously worked at RBC Capital Markets LLC and City National Bank. He is the president of the Felberbaum Family Foundation, a family foundation established for charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.