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Roberto S

Series 63, Series 65, Series 66

The Woodlands, TX

Oppenheimer

Roberto Sanchez is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Northern Lights Distributors, GlobeScan Capital, and Titleist Asset Management. Sanchez serves as a director for Latino Australia Education, a counseling organization assisting students who wish to study in Australia, where he provides part-time accounting support. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Margaret M

Series 66

Washington, DC

Oppenheimer

Margaret Molloy is a financial advisor at Oppenheimer with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for four years. Her background also includes roles at R&R Mechanical LLC and Clemson University. 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, providing both discretionary and non-discretionary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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John O

Series 63, Series 65

San Marcos, CA

Oppenheimer

John Ogden is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup Global Markets. He also serves as a trustee for a personal family trust. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, offering both discretionary and non-discretionary advisory services across various asset classes and investment strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Ryan D

Series 66

Winston-Salem, NC

Oppenheimer

Ryan Deuel is a financial advisor at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LPL Financial LLC, Merrill, Banc of America Investment Services, Inc., and Morgan Stanley & Co. 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 broad range of investment and consulting services, managing portfolios through both discretionary and non-discretionary approaches while maintaining custody of client assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Maxwell L

Series 66

Los Angeles, CA

Oppenheimer

Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory accounts managed on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Raymond F

Series 63, Series 65

St. Louis, MO

Oppenheimer

Raymond Faupel is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 56 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1995 to 2003. 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 that include asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Michael B

Series 63, Series 65

New York, NY

Oppenheimer

Michael Bodnar III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Oppenheimer & Co since 2006. 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, delivered on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Joseph O

CFA®, Series 66

Boca Raton, FL

Oppenheimer

Joseph Orsini is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Oppenheimer, having previously worked at firms including Mercor, TopStep LLC, Meli Vora Advisors, and Eaglebrook Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Russell G

CFA®, Series 63, Series 65

Richmond, VA

Oppenheimer

Russell Good is a CFA® charterholder with over 43 years of experience in the financial services industry. He has worked at Oppenheimer since 2009, following prior roles at the Stanford Group Company and UBS Financial Services. He is based in Richmond, VA. 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 investment programs and advisory services, including strategic and tactical asset allocation and manager selection, with a notable portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Sandra L

Series 66

Coral Gables, FL

Oppenheimer

Sandra Lopes is a financial advisor with Oppenheimer in Coral Gables, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Oppenheimer since 2012, with a brief tenure at Morgan Stanley in 2020. 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, including asset management and financial planning, with advisory services that encompass equity, balanced, and fixed-income portfolios managed on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Zachary B

CFA®, Series 66

Boston, MA

Oppenheimer

Zachary Beyloune is a CFA® charterholder and holds the Series 66 designation. He has five years of industry experience and has been with Oppenheimer & Co. Inc. since 2020. His prior work includes roles at Union College, the United States Postal Service, a law office, State Street Corporation, and Bosse Sports. 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 across discretionary and non-discretionary advisory services, including asset management, consulting, and retirement planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Robert L

Series 63, Series 65

Richmond, VA

Oppenheimer

Robert Long Jr. is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company and UBS Financial Services. He also serves as trustee of his own revocable trust. 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 discretionary and non-discretionary investment programs and maintains custody of client assets while providing both advisory and broker-dealer services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Joshua C

Series 66

New York, NY

Oppenheimer

Joshua Cohen is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has worked at firms including Dynasty Consulting and Sothebys International Realty. 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 with discretionary and non-discretionary advisory services spanning equity, balanced, and fixed-income portfolios, focusing on strategic asset allocation, manager selection, and periodic portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Cristina G

Series 63, Series 65

Coral Gables, FL

Oppenheimer

Cristina Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. Prior to her career in finance, she held positions at Ross Dress for Less and Ana Ansin 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 including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Paramveer S

CFA®, Series 63

New York, NY

Oppenheimer

Paramveer Singh is a CFA® charterholder with 15 years of industry experience. He is currently with Oppenheimer in New York, NY, where he has worked in multiple stints since 2019. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bofa Securities, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and various institutional clients. The firm offers a range of investment and consulting services including discretionary and non-discretionary advisory programs, with a notable portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Mark R

Series 63, Series 65

Chicago, IL

Oppenheimer

Mark Reynolds is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Prior to that, he worked at Morgan Stanley Dw Inc. and Banc One Securities Corporation. 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 broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and periodic portfolio reviews, delivered through both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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James W

Series 66

New York, NY

Oppenheimer

James Wohrer is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for four years. His background also includes roles at Uber and Legarza Sports Camps. 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 including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Michael B

Series 63, Series 65

New York, NY

Oppenheimer

Michael Barocas is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 49 years of industry experience. He 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, pooled investment vehicles, and IRAs. The firm offers programs including asset management, consulting, and retirement services, delivered on discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Robert M

Series 63, Series 65

North Palm Beach, FL

Oppenheimer

Robert Mccabe is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a board member of the Homeowner's Association at Halcyon of Palm Beach. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs that include discretionary and non-discretionary portfolio management, strategic asset allocation, and financial planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Jill R

Series 63, Series 65

Fort Lauderdale, FL

Oppenheimer

Jill Richardson is a financial advisor at Oppenheimer with 37 years of industry experience. She has held positions at Citigroup Global Markets from 1997 to 2009 before joining Oppenheimer in 2009. Outside of her advisory work, she is a co-owner of Gallery of Modern Masters in Sedonia, Arizona. 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 including asset management, consulting, and retirement services with both discretionary and non-discretionary advisory approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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