Nilamber Shrestha is a financial advisor at Oppenheimer with 37 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Morgan Stanley DW Inc. from 1998 to 2005. 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 across equity, balanced, and fixed-income portfolios, emphasizing both discretionary and non-discretionary advisory services.

Petar Arizanov is a financial advisor at Oppenheimer with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2013, he worked at Fidelity, B. Riley Wealth Advisors, and Gunnallen Financial. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory programs and services, managing portfolios through strategic and tactical asset allocation with both discretionary and non-discretionary options.

Lucas Seidel is a financial advisor at Oppenheimer with Series 66 credentials and one year of industry experience. He has previously worked in roles outside the financial sector, including seven years at Skis Painting. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering programs such as asset management, consulting, and retirement services through both discretionary and non-discretionary arrangements. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses.

Carlos Burns is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc., a division of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory programs encompassing equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary services tailored to client objectives.

Steven Schultz is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent three 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 programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Justin Ramey is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc., Hub International, and has experience outside finance with roles at the University of Alabama Recreation and in the food service industry. 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 across equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Jonathan Dooda is a financial advisor at Oppenheimer with 20 years of industry experience and holds a Series 66 designation. He has been with Oppenheimer since 2004. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

James Williams is a financial advisor with Oppenheimer, holding Series 63, Series 65, and Series 66 credentials. He has 45 years of industry experience, including eight years at Morgan Keegan & Company, LLC before joining Oppenheimer in 2010. 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 provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, emphasizing both discretionary and non-discretionary account management.

Mark Bogert is a financial advisor with Oppenheimer who holds a Series 66 designation and has 37 years of industry experience. His career includes tenure at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Merrill, and Charles Schwab. He is based in North Palm Beach, Florida. 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 that include equity, balanced, and fixed-income portfolios managed through strategic and tactical asset allocation, as well as consulting and retirement services delivered on discretionary and non-discretionary bases.

Jerome Lynn III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Fahnestock & Co. Inc. and CIBC World Markets for over two decades. Outside of his advisory role, he operates a small craft business called Doublegate Designs. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of programs and advisory services that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Alice Leopold Benintendi is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked at Oppenheimer & Co, Inc. since 2022 and previously held roles at Janney Montgomery Scott and Merrill. Based in New York, she has served clients across multiple firms throughout her career. 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 with both discretionary and non-discretionary advisory services, covering equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection.

Kevin Baum is a financial advisor at Oppenheimer with 12 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co since 2013. Outside of his advisory work, he is the beneficiary and co-trustee of the Kevin Baum 2017 Trust. 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, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Richard Ribek is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services, Lipari Ribek Group, Morgan Stanley, and Citigroup Global Markets. He is based in North Palm Beach, Florida. 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, employing both discretionary and non-discretionary approaches, with a notable emphasis on non-discretionary asset management and custody of client assets.

Boyd Klingler is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Howe Barnes Capital Management, and Raymond James & Associates. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services that encompass equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary management.

Michael Lemkin is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. He serves as the trustee of an irrevocable spendthrift trust for a family friend, managing investments and distributions in that capacity. 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, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Dineen Hughes is a CFP® with 19 years of experience in financial advising, currently with Oppenheimer since 2016. Prior to joining Oppenheimer, she worked at USAA Financial Planning Services, Chase Investment Services Corp., and Wells Fargo Investments, LLC. 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 advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment options.

Elizabeth Ehlen is a financial advisor at Oppenheimer with 11 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2017, previously working at Commerce Brokerage Services Inc from 2013 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment and consulting programs, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Cal Rains II is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2006, following eight years at UBS Financial Services. 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 services, including asset management, consulting, and retirement planning, utilizing both discretionary and non-discretionary approaches.

Craig Platt is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, Mr. Platt serves as co-trustee of an estate trust and has involvement in several family and investment-related LLCs. 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, with advisory services spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Robert Walsh is a financial advisor at Oppenheimer with 45 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.