James Lowe is a financial advisor at Oppenheimer with 44 years of industry experience. He has held his current position since 2002 at Fahnestock & Co. Inc., a division of Oppenheimer. He 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 range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary approaches.

Michael Dickstein is a financial advisor with Oppenheimer who holds Series 65 and Series 66 licenses and has 18 years of industry experience. He has worked at Oppenheimer since 2014 and previously held positions at Merrill and Morgan Stanley. Outside of his advisory role, he is a part-owner of rental property ventures. 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 services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Lawrence Olson is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Oppenheimer & Co. Inc. since 2016. He holds the Series 63 license 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 IRAs. The firm offers a range of programs, including discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, as well as consulting and retirement services tailored to client objectives.

Austin Pieck is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Amherst College and Amicus Investment Holdings prior to his current position. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory and consulting services across equity, balanced, and fixed-income portfolios, delivering both discretionary and non-discretionary solutions.

Laura Thomforde is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2014, following roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplements company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating as a broker-dealer and registered investment adviser.

Edmond Nass is a CFA® charterholder with 39 years of industry experience. He is currently with Oppenheimer and has worked at 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 variety of programs including asset management, consulting, and retirement services, with advisory strategies encompassing equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Erik Mikrut is a financial advisor at Oppenheimer with a Series 66 designation. He has one year of industry experience and has held prior positions at Zurich North America and Water Watchers Pool Management. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Brandon Harvey is a financial advisor at Oppenheimer with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley. Outside of his advisory role, he owns a landscaping business and serves as an alternate member on the Conservation Commission/Inland Wetlands Agency and as an election day poll checker in Easton, CT. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, including equity, balanced, and fixed-income portfolios, with services spanning strategic asset allocation, manager selection, and performance reporting.

Justin Gelbman is a CFP® professional with 21 years of industry experience, currently serving at Oppenheimer since 2006. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a broad range of programs combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable share of assets managed on a non-discretionary basis.

Elizabeth Messina is a financial advisor at Oppenheimer with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Biondo Investment Advisors LLC, TIAA-CREF, and New York Life Investment Management LLC. 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 with both discretionary and non-discretionary services, including equity, balanced, and fixed-income portfolio management, as well as consulting and retirement planning tailored to clients’ objectives.

Kip Reagor is a financial advisor with Oppenheimer, holding Series 63, 65, and 66 designations and 34 years of industry experience. He has been with Oppenheimer & Co since 2002. Outside of his advisory role, he owns and manages a water cooler rental business. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Michael Margarites is a CFP® professional with 39 years of industry experience, currently affiliated with Oppenheimer. He has been with Fahnestock & Co. Inc., a subsidiary of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and services with both discretionary and non-discretionary management, combining strategic asset allocation, manager selection, and consulting tailored to client objectives.

Steven Restifo is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Oppenheimer since 2004, with a brief period from 2007 to 2009 at Stanford Group Company. Outside of his advisory role, he owns Hemp Energy, a non-investment business. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and combines discretionary and non-discretionary advisory services across various portfolio types, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Seldon Clarke is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer & Co since 2013. Based in New York, NY, he works within a large firm environment. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

James Comerford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009, following a decade at UBS Financial 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 broad range of investment programs and advisory services, including both discretionary and non-discretionary management with a focus on strategic and tactical asset allocation, manager selection, and customized consulting and retirement solutions.

George Connerat is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent 15 years at Merrill. 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 combining discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and tailored consulting and retirement services.

Kevin Furnaros is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Norwalk Community College. 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 advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Amy Decker is a financial advisor at Oppenheimer with 21 years of industry experience. She has held positions at Oppenheimer & Co. Inc since 2019, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she manages property maintenance and leasing responsibilities for a residential duplex she owns. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Kevin Henry is a CFP® with 13 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016 and previously worked at PNC Wealth Management from 2012 to 2014. He 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 broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation and customized investment solutions.

Mark Wickard is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co, Morgan Stanley, and Wells Fargo Clearing. He is based in East Lansing, MI. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.