Stephen Lozan is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at Citigroup Global Markets for 10 years. Lozan holds Series 63 and Series 65 licenses. 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 manages assets using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Andrew Losty is a Certified Financial Planner® with 21 years of industry experience. He has been with Oppenheimer & Co since 2014 and previously worked at Northwestern Mutual Investment Management. Losty is based in Dallas, TX, and holds the Series 63 and Series 66 licenses. 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 and advisory services, including equity, balanced, and fixed-income portfolios managed through both discretionary and non-discretionary approaches.

Robert Ragusa is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Eisenhower/Cantiague Golf Course and the University of Connecticut prior to joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, managing both discretionary and non-discretionary portfolios across multiple asset classes.

Brenda Obrien is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with 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 broad range of programs covering equity, balanced, and fixed-income portfolios through discretionary and non-discretionary management, with consulting and retirement services tailored to client objectives.

Dylan Maziarz is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Gian-Grasso & Tomczak P.C., and Doordash. He has also worked in academic settings, including Loyola University of Maryland and St. Joseph's Preparatory School. 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 that encompass equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Stephen Slewitzke is a financial advisor with Oppenheimer in Atlanta, GA, holding the Series 66 designation and bringing 20 years of industry experience. He joined Oppenheimer in 2009 after three years with Stanford Group Company. 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 delivers advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Anne Chao is a financial advisor at Oppenheimer with 30 years of industry experience. She 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—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Monica Leister is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2019. Her prior experience includes roles at Quasar Distributors, LLC and Muhlenkamp & Co., Inc. 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 and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

George Fellows Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at Merrill from 2007 to 2012 and Citigroup Global Markets from 1995 to 2007. Outside of his advisory work, he serves as a co-trustee of a family trust established to assist in the care and financial support of a relative. 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 across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management with strategic and tactical asset allocation.

Kenneth Dorazio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Fahnestock & Co., Inc. 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 programs and advisory services that include equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with a notable portion of assets managed on a non-discretionary basis.

Matthew Nirenberg is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Based in New York, NY, he holds the Series 63 designation. 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 and advisory services, including equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Rachel Richwine is a financial advisor at Oppenheimer with 32 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 66 licenses. She currently holds a Massachusetts real estate salesperson license, which is not active and not affiliated with any 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 provides a range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Derek Radulski is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at D.A. Davidson & Co., Raymond James, Morgan Stanley, and Citigroup Global Markets. He is based in Los Angeles, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services delivered on both discretionary and non-discretionary bases, with a focus on strategic asset allocation, manager selection, and customized retirement planning.

Alec Dykas is a financial advisor at Oppenheimer in Boise, ID, holding Series 63 and Series 65 licenses. He has one year of experience in the industry, including prior roles at RBC Capital Markets, Bank of America, and Merrill. 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 range of programs including asset management, consulting, and retirement services, and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Noel Pearson is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and previously founded and co-owned About Face Home Staging and Redesign, a home staging business in Alaska. He also worked with Core Real Estate Group for three years. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income investments.

Burt Freedman is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. Freedman serves as vice president of Linas Hazadek Beth Israel Cemetery Corp., a nonprofit religious organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. 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 options.

Diana Sol is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Bank of America, Merrill, and CitiGroup. 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 with both discretionary and non-discretionary investment approaches, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Frank Deeter is a CFP® with 37 years of industry experience. He is affiliated with Oppenheimer and has been with Fahnestock & Co., Inc. since 1999. He serves as co-trustee of the Deeter Family Trust alongside his wife. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and nonprofit organizations, offering a wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Bryan Blair is a CFA® charterholder with 17 years of industry experience. He has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Lora Carlon is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. 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.