David Maciak is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Oppenheimer since 2018, following roles at J.P. Morgan Securities and Chase Investment Services Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other entities. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Sandy Lesser is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses 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 range of programs including asset management, consulting, and retirement services using both discretionary and non-discretionary approaches.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2012. He serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. 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 management, spanning equity, balanced, and fixed-income portfolios using strategic asset allocation, manager selection, and periodic portfolio reviews.

Daniel Nicolas is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mass Mutual Investors Services and MetLife Securities. 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 including asset management, financial planning, consulting, and retirement services delivered through both discretionary and non-discretionary approaches.

Jonathan Payne is a financial advisor with Oppenheimer who holds Series 65 and Series 66 licenses and has 27 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company, UBS Financial Services, and 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 variety of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

David Lee is a financial advisor at Oppenheimer with 18 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Cetera Wealth Services, LLC for two years. He holds Series 63, Series 65, and Series 66 licenses. 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 wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary approaches.

Ashley Alonso is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has previous work experience at MotorFi, Copart, and Smith System. Based in Dallas, TX, she joined Oppenheimer in 2024. 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 advisory and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Michael Holahan is a financial advisor with Oppenheimer in North Palm Beach, FL. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at VP Distributors LLC, Virtus Investment Partners, and Fidelity Investments. 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 services, including asset management, financial planning, and retirement consulting, delivered through both discretionary and non-discretionary accounts.

Paul Colligan is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Deutsche Bank Securities. Outside of his advisory work, Colligan serves on the advisory board for the University of New Haven’s Micro MBA program and participates in activities with the Concussion Legacy Foundation. 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 and consulting services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Austin Verity IV is a financial advisor at Oppenheimer with 34 years of industry experience. He has held positions at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously worked at CIBC World Markets Corp. from 1994 to 2003. Verity acts as trustee for family trusts, including his own living trust. 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 advisory programs with both discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Hiren Patel is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Outside of his advisory role, Patel has an ownership interest in a cryptocurrency mining business. 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 investment and consulting services, managing portfolios with both discretionary and non-discretionary approaches.

Steven Lauterbach II is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017. Prior to that, he was affiliated with the University of Texas from 2015 to 2017. 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 across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Diana Rudwilleit is a financial advisor at Oppenheimer with 11 years of industry experience. She holds Series 63 and Series 65 licenses 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, pooled investment vehicles, and IRAs. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

David Manderfield is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer Asset Management Inc. since 2003. Manderfield also serves as a trustee for family and marital trusts. 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 including discretionary and non-discretionary services, focusing on equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.

Claudia Holm is a financial advisor at Oppenheimer in New York, NY, with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she has experience working in the restaurant industry and education. 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 comprehensive range of advisory programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Christopher Scott is a Series 66-licensed financial advisor at Oppenheimer with 10 years of industry experience. He has worked at Oppenheimer since 2015. 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 that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Dorian Gonzalez is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 registrations. His prior work includes roles at Morgan Keegan & Company, LLC and Union Planters Investment Advisors, Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Kirk Davis is a financial advisor with Oppenheimer in Seattle, WA, holding Series 65 and Series 66 credentials and two years of industry experience. He previously worked at Bank of America for 40 years before joining Oppenheimer. Outside of his advisory role, he serves as treasurer for the Bix Men Pedestrian Safety Foundation, a nonprofit organization. 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 broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Larry Harper is a financial advisor at Oppenheimer with 50 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at Janney Montgomery Scott from 2006 to 2008. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management.

Dawn Ehret is a financial advisor at Oppenheimer with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co Inc since 2006. 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 discretionary and non-discretionary investment programs with a focus on asset allocation, manager selection, and portfolio monitoring.