Julia Behymer is a financial advisor with Oppenheimer who holds a Series 63 designation and has 19 years of industry experience. She worked at Morgan Stanley for nine years before joining Oppenheimer in 2022. Based in Cincinnati, OH, she currently serves clients through her role at Oppenheimer. 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 both discretionary and non-discretionary advisory approaches.

Kenneth Liddy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Oppenheimer since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Jack Fay is a financial advisor with Oppenheimer who holds Series 65 and Series 63 licenses and has 15 years of industry experience. He previously worked at RBC Capital Markets, Ehlers Investment Partners, and operated Fay Investments & Planning. He serves as a trustee for a personal investment trust outside of his advisory role. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services through both discretionary and non-discretionary accounts, with a notable presence in non-discretionary advisory assets and integrated custody and broker-dealer operations.

Morton Tinkelman is a financial advisor at Oppenheimer with 56 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 range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting with an emphasis on both discretionary and non-discretionary management.

Robert Mandell is a CFP® professional with 48 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and has a long tenure at Cibc World Markets dating back to 1979. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. He is affiliated with Oppenheimer, 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 range of investment programs with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios as well as consulting and retirement planning.

Sarah Vatier is a financial advisor at Oppenheimer with six years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer & Co. Inc since 2017, following a year at NUS Consulting and four years at Mercy College. 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 across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches tailored to client objectives.

Christopher Smith is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Northwestern Mutual in wealth management and investment services for six years. Outside of his advisory role, he is involved with CMS Rentals LLC, a business that buys and sells real estate properties. 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 equities, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Betsy Gootrad is a financial advisor with Oppenheimer, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has been with Oppenheimer since 2010. Outside of her advisory role, she manages family-related art estate affairs as a personal representative and trustee. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and other entities, offering a range of programs including asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary advisory services across various portfolio strategies and maintains custody of client assets while operating its broker-dealer and advisory businesses.

David Mcgaughey is a CFP® with 33 years of experience in the financial industry. He has worked at Oppenheimer since 2020 and previously held roles at Ameriprise Financial Services, RBC Capital Markets, Ferris, Baker Watts, LLC, and Johnston Lemon Asset Management. 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 variety of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Matthew Hershenhorn is a CFA® charterholder with 10 years of industry experience, currently advising at Oppenheimer & Co. Inc since 2016. Based in New York, NY, he is also a member of the band "Exile on Broad Street," performing as a musician in his spare time. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of investment and consulting services through both discretionary and non-discretionary approaches. The firm provides portfolio management across equities, balanced, and fixed-income strategies, with emphasis on asset allocation, manager selection, and ongoing account monitoring.

Steven Holbrook is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has worked at Oppenheimer since 2013, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he serves as a non-voting board member for a local homeowners association. 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 management, with a notable portion of assets managed non-discretionarily while maintaining custody of client assets.

Jeffrey Montville is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006, following a prior role at Janney Montgomery Scott. 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 advisory services that include strategic asset allocation, manager selection, and retirement consulting, delivered through both discretionary and non-discretionary platforms.

Joseph Caserio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999. 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 investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and performance reporting.

John Coombs is a financial advisor with Oppenheimer in Portsmouth, NH, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Dimitri Spanos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities for over 15 years before joining Oppenheimer in 2022. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current role since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and investment services on both discretionary and non-discretionary bases, covering equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation and manager selection.

Motaz Ashri is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and BNY Wealth. Outside of finance, he has been involved in the entertainment industry as the owner and managing member of Nightlife District LLC, overseeing venue relationships including sound engineering and venue design. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Wallace Davis III is a CFA® charterholder with 40 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. He serves as trustee of his personal revocable trust. 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 across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

Jacob Moss is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2023. Outside of his advisory role, he organizes an annual event benefiting the Sweet Relief Musicians Fund and serves as a board member of The Change Agency, providing non-investment related financial guidance. 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 advisory strategies spanning equity, balanced, and fixed-income portfolios delivered on discretionary and non-discretionary bases.

Laurence Stanger is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Fahnestock & Co., Inc. since 1994. He holds Series 63 and Series 65 certifications. 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 services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.