Kenneth Rosenbaum is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following nine years at Citigroup Global Markets. Rosenbaum serves as trustee for his parents' trust accounts. 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 advisory programs, combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Gavin Natelli is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2014, following positions at Morgan Stanley and Wells Fargo Clearing. He volunteers as a weekly usher at the Church of the Little Flower in Berkeley Heights, NJ, and participates in campaign fundraising on a volunteer basis. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs combining discretionary and non-discretionary services, including asset management, consulting, and retirement planning.

Michael Hoctor is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, delivering both discretionary and non-discretionary portfolio management and consulting.

Alan Sokol is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. 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 broad range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

Brian Murphy is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Murphy serves on the board of directors of the Hibernian Newman Club of San Francisco, a local charity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary services with strategic asset allocation and manager selection.

Yevgeny Tunitsky is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He previously worked at Morgan Keegan & Company, LLC from 2009 to 2012. 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 and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary account management and custody of client assets.

James Cao is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. He previously worked at Goldman Sachs and has been employed at Oppenheimer since 2025. Outside of his advisory role, he has held positions unrelated to finance, including work with Indiana University Recreational Sport. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, corporations, and charitable organizations. The firm offers various programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Andrew Stein is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cowen and Company, LLC and TD Securities (USA) LLC. 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 programs and advisory services covering equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Peter Lenane is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. 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 advisory programs, including discretionary and non-discretionary services, with a focus on equity, balanced, and fixed-income portfolios through strategic and tactical asset allocation.

Matthew Cohen is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Oppenheimer since 2008 and previously spent two years with The Jeffrey Matthews Investment Advisory Group LLC. Outside of his advisory role, Cohen serves on the board of directors for his condominium association in Highland Beach, Florida, where he is the treasurer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and other entities. The firm offers a range of advisory programs and services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning, with a focus on strategic and tactical asset allocation and manager selection.

Jeffrey Young is a financial advisor at Oppenheimer with 40 years of industry experience. He has held positions at Citigroup Global Markets and Stanford Group Company before joining Oppenheimer in 2009. His credentials include Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a variety of investment and advisory programs. The firm offers equity, balanced, and fixed-income portfolio management using strategic and tactical asset allocation along with consulting and retirement services, operating with both discretionary and non-discretionary account structures.

Hollis Herman is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at firms such as RBC Capital Markets Corp, Ameriprise Financial Services, and LPL Financial. 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 advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Oui Coulson is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Oppenheimer. Prior to joining Oppenheimer in 2024, Coulson worked at First Horizon Advisors and Morgan Stanley, including Morgan Stanley Private Bank. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management with a focus on strategic asset allocation and manager selection.

Tuyun Ra is a financial advisor at Oppenheimer with 25 years of industry experience. She has held roles at Oppenheimer since 2007 and previously worked at RBC Capital Markets and Prudential Equity Group, LLC. She holds the Series 66 designation and is based in Los Angeles, CA. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary accounts, combining strategic asset allocation and manager selection with retirement and financial planning solutions.

Evan Whaley is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. He serves as co-trustee on several family trusts. 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, including discretionary and non-discretionary portfolio management.

Nicholas Hunt is a CFP® and Series 66 credentialed advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2014. Based in Chicago, IL, he serves clients through an enterprise firm with a broad service offering. 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 variety of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

David Carey is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Oppenheimer since 2003 and was previously employed by CIBC World Markets Corp. from 1998 to 2003. He serves as a trustee for several family-related trusts and is a trustee for The Compassionate Friends Foundation, a nonprofit supporting families that have lost loved ones. 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 broad range of programs encompassing asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Alexander Sanchez is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Charles Schwab and Pennington Wealth Management. Sanchez also has experience in education, including roles at Texas A&M University, Lone Star College, Texas Tech University, and Cypress Ranch High School. 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, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Casey Smith is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He holds Series 63 and Series 65 licenses. 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 investment and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets and providing various advisory programs.

Joseph Steffy III is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1992. Outside of his advisory role, he serves as president of Day Realty Corp., a real estate investment company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs including asset management, consulting, and retirement services, provided on both discretionary and non-discretionary bases.