Joann Parisi is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Fahnestock & Co., Inc. since 1995. 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 programs including asset management, consulting, retirement services, and financial planning, offering both discretionary and non-discretionary advisory services.

Athanacia Frey is a financial advisor at Oppenheimer with 10 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2015. 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 services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Craig Schneider is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and several other firms. Schneider was also involved with Beyond The Ears, LLC for seven years. 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 broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

Paul Casali is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Fahnestock & Co., Inc. throughout his career. Casali serves as a trustee for several family and charitable trusts and is a member of the board of directors and house chair at Torrington Country Club. 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 that include discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable proportion of assets managed on a non-discretionary basis.

Jorge Hollander is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes positions at Merrill (2004-2016) and Wells Fargo (2016-2021). Outside of his advisory role, he is involved in property management through ownership and management of residential real estate assets. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs with both discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

John Kay Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill and Bank of America. 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 across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options.

Douglas Standish is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary assets under management.

Peter Rembalsky is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Anderson & Strudwick, Incorporated for three years. 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, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Sharon Young is a financial advisor at Oppenheimer with 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013, following a brief tenure at Wells Fargo Clearing. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory programs and services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and customized consulting and retirement planning.

Diana Diaz is a financial advisor at Oppenheimer with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Wells Fargo in various advisory roles. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including both discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Lucas Steuk is a financial advisor at Oppenheimer with Series 66 credentials and less than one year of industry experience. His prior work includes roles at the University of Cincinnati, Kroger Co., Covia Corp, Mass Mutual Ascend, Fidelity Investments, Waterstreet Financial - Raymond James, Cedar Fairs Entertainment Co., and Huron High School. 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, retirement services, and financial planning, utilizing both discretionary and non-discretionary approaches and maintaining custody of client assets as a qualified custodian.

Ligia Reyes is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Oppenheimer since 2003. Reyes serves as the trustee for the Ligia Reyes Living Trust, an activity requiring weekly attention. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs involving discretionary and non-discretionary advisory services, with expertise in equity, balanced, and fixed-income portfolios, as well as consulting and retirement services.

Mark Hauser is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he is involved in overseeing and monitoring his son’s Peace Corps account while his son serves in Cambodia. 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 broad range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Theodore Cronin is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 66 and Series 63 licenses and having two years of industry experience. Before joining Oppenheimer in 2026, his career includes roles at Keurig-Dr Pepper, San Juan Hard Seltzer, Schilling Hard Cider, and Charles Schwab, among others. 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 retirement services, managing portfolios using strategic asset allocation and providing both discretionary and non-discretionary advisory solutions.

Timothy Horan is a CFA® charterholder with 30 years of industry experience, currently serving as an advisor at Oppenheimer since 2008. He is a partner in an enterprise software company, SW1 LLC, and oversees a private family trust focused on conservative investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers diverse programs ranging from asset management to financial planning, with advisory services covering equity, balanced, and fixed-income portfolios delivered on discretionary and non-discretionary bases.

Robert Daries is a financial advisor at Oppenheimer with 32 years of industry experience. His prior positions include roles at Bank of America, Merrill, and UBS Financial Services. He holds Series 63 and Series 65 credentials. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Elyse Wels is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2024, she spent over a decade with Morgan Stanley and its related entities, including Morgan Stanley Private Bank. 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 advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Richard Montaldo Jr. is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009, with a break before returning in 2023. His prior experience includes nearly a decade at Morgan Stanley Private Bank. Outside the financial sector, he holds a part-time position as an assistant converter at a packaging business, working shifts after regular trading hours. 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 advisory programs and services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

Andrew Koontz is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Motion Industries. Outside of his advisory role, Koontz co-owns a family LLC involved in real property maintenance and management. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment advisory and brokerage services. The firm provides both discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation and comprehensive financial planning.

Michael Pallitto is a financial advisor with Oppenheimer in New York, NY, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he serves as a baseball coach at South Brunswick High School on a seasonal basis. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.