James Murphy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors and B. Riley Wealth Management, where he worked for over 17 years combined, as well as experience at Mesirow Financial. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations among others. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services, and maintains custody of client assets while managing significant non-discretionary advisory assets.

Michael Malik is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Oppenheimerfunds Distributor Inc, and Strong Capital Management Inc. Outside of his advisory work, he is a member of Provisors and a chapter member of BNI, both non-investment-related networking groups. 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 programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Rhonda Richardson is a financial advisor at Oppenheimer in San Francisco, CA, holding Series 63 and Series 66 credentials with seven years of industry experience. She has worked at Oppenheimer since 2019 and was previously self-employed from 2017 to 2019. Outside of advising, she serves on the Board of Members for Tahoe Paperboard Company LLC, a paper processing business, where she participates in occasional meetings and administrative duties. 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 advisory programs encompassing equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Elina Dennis is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and one year of industry experience. Her prior roles include positions at State Farm VP Management Corp and Hunter Wyant Insurance Agency. 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 programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Arif Lallmohamed is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he worked at Wells Fargo Advisors and the New York Tribeca Group. His background also includes roles in education and architecture. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Michael Doherty is a financial advisor at Oppenheimer with 49 years of industry experience. He has been with Oppenheimer since 2005 and holds a Series 63 designation. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Elaine Israel is a financial advisor at Oppenheimer with 31 years of industry experience. She holds a Series 63 designation and has worked at Oppenheimer since 2014, following prior roles at Deutsche Bank Securities, Morgan Stanley, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, 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 approaches.

Peter Ulbrich Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oppenheimer since 1999. Outside of his advisory work, he performs occasionally in a rock band called Liquor Chicken, with proceeds from shows donated to charity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services, including strategic asset allocation and retirement consulting.

Kathryn Westhuis is a financial advisor with Oppenheimer in Denver, CO, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked at Nimble Health and held roles with U.S. Imaging Network and Marwood Group. Outside of her advisory work, she serves on the board of directors for the Summit Yacht Club. 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 consulting and retirement services through both discretionary and non-discretionary programs.

Matthew Steinfeld is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Oppenheimer since 2003 and holds 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, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, manager selection, and periodic portfolio reviews.

Stephen Connaughton is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer & Co. since 2004. He 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, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including asset management, consulting, and retirement planning, delivered through both discretionary and non-discretionary approaches.

Joshua Stavsky is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc. since 2018. Prior to his advisory career, he spent nine years at Yeshiva University. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment and consulting services delivered on both discretionary and non-discretionary bases.

Rosario Vezzi is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at several major firms, including Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, he serves as trustee for private family trusts. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory and brokerage services. The firm offers programs spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and retains custody of client assets while operating its broker-dealer and advisory businesses.

James Azeltine is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes twelve years at Oppenheimer, eleven years at Wells Fargo Clearing, and a year with Prudential Equity Group. 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 across discretionary and non-discretionary services, employing strategic and tactical asset allocation, manager selection, and regular portfolio reviews.

Gerardo Pena Magana is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and UBS Financial Services. He is also a board member and partner of ERAT North America LLC, a manufacturing company. 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 with both discretionary and non-discretionary advisory services, maintaining custody of client assets while operating broker-dealer and advisory businesses.

John Lawler is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2019. Prior to that, he was with Morgan Stanley and Morgan Stanley Private Bank, National Association from 2013 to 2019. 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 range of advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary account options.

Joel Breiter is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Oppenheimer since 2013 and previously spent nine years with UBS Financial Services. 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 and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management tailored to client objectives.

Marcie Mayer is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. Prior to that, she worked at CIBC World Markets Corp. from 2001 to 2003. 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 approaches spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Constance Palazzolo is a financial advisor at Oppenheimer with 33 years of industry experience. She has been with Oppenheimer since 2006 and previously worked at KeyBanc Capital Markets Inc. from 1999 to 2006. She holds the Series 63 and Series 65 designations and serves as a trustee for a family special needs trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a broad range of advisory programs and combines discretionary and non-discretionary investment management services, maintaining custody of client assets and offering both commission-based and fee-based solutions.

Wim Schut is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 11 years at CIBC World Markets Corp. Additionally, he serves as trustee of his personal living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs and combines discretionary and non-discretionary management approaches, maintaining custody of client assets while operating both advisory and brokerage businesses.