David Hertl is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013. His prior roles include positions at Invest Financial Corporation, FSC Securities Corporation, Osaic FA, Inc., and Banc One Securities Corporation. Hertl also volunteers as a co-coordinator for the Dave Ramsey Financial Peace University at Groveport United Methodist Church. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and other entities. The firm offers a range of investment programs and advisory services, focusing on both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Gavin Mcdavitt is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer in 2026, his background includes roles in information technology systems and various part-time positions during his time as a student at Florida State University. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

William Vanech is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Oppenheimer since 2010 and previously held roles at Morgan Stanley and its affiliated entities between 2002 and 2010. 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 management, with a notable portion of assets managed on a non-discretionary basis.

Thomas Suckow is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior work includes roles at Lynn University and Saint Dominic Academy. 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.

Jenny Choi is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Her prior roles include positions at Gibbs Wealth Management and Digital Media Nation, among others. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities with a wide range of investment and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning. The firm maintains custody of client assets and offers both commission-based and fee-based programs.

Paul Sortal is a financial advisor at Oppenheimer with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. Outside of his advisory work, he serves as vice president of the Scott Cemetery Association, a tax-exempt family and local cemetery organization. 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 with both discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios, along with consulting and retirement services.

Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He holds a Series 63 designation and has worked at several firms including Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. He has been with Oppenheimer since 2016. 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 services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory approaches.

Jack Pappas is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held various roles at Fordham University, Arcola Country Club, Goya Foods, and Sicilian Sun. 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 covering equity, balanced, and fixed-income portfolios, provided on both discretionary and non-discretionary bases.

Lance Harting is a CFP® professional with nine years of industry experience, currently advising at Oppenheimer since 2024. Prior to joining Oppenheimer, he worked for Bank of America and Merrill from 2017 to 2024 and was employed at a pool service company from 2010 to 2017. 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 provides a range of advisory and consulting services across multiple asset classes, offering both discretionary and non-discretionary management, and maintains custody of client assets as a qualified custodian.

Lisa Stigliano is a financial advisor at Oppenheimer in Hauppauge, NY, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Oppenheimer in 2025, she worked at Flories Finales and spent time in the culinary field, including at the Institute of Culinary Education and Hummel Hummel Bakeshop. She also has a 14-year work history with Fidelity Information Services. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment and retirement services through both discretionary and non-discretionary accounts. The firm manages a large amount of non-discretionary assets and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Jake Taylor is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Financial LLC and Rockefeller & Co. He studied at the University of Southern California and Eton College. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory programs including asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Daniel Cavagnaro is a financial advisor with Oppenheimer holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Oppenheimer since 2019 and previously held positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley from 2003 to 2019. 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 various programs with both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and regular portfolio reviews.

Jon Sanders is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. before joining Oppenheimer in 2023. 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 that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

Boban Markovic is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He is currently with Oppenheimer & Co. Inc and previously worked at Credit Suisse, Atoll Financial Group/BA Securities, the Institute of International Finance, Ankura Consulting, and Zivid Ventures, 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 programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Justin Wright is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 credential and previously worked at RBC Capital Markets, Cetera, Shoemaker Financial, and Securian Financial Services. Outside of his advisory role, Wright volunteers with the Phoenix Club of Memphis and serves as Co Vice Chair on the advisory board of the Shelby County Young Republicans club. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment and retirement services. The firm combines discretionary and non-discretionary account management, offering programs that include asset allocation, manager selection, and personalized consulting.

Sandra Newberry is a financial advisor at Oppenheimer with 24 years of industry experience. She has been with Oppenheimer since 2018 and previously worked at First Citizens Investor Services for seven years. She holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as 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 discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Mitchell Reback is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2012 and previously worked at GMS Group from 2010 to 2012. He holds Series 63 and Series 66 credentials. 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, utilizing both discretionary and non-discretionary approaches.

Peter Gwynn Sackson is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at Mighty Dog Roofing of Arlington and Compass Real Estate, as well as the Boston Consulting Group. 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 financial planning services across various portfolio types, with both discretionary and non-discretionary management approaches.

Guy Presutti is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Oppenheimer since 2005. 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 variety of programs including asset management, consulting, and retirement services, with advisory approaches that incorporate strategic and tactical asset allocation, manager selection, and suitability reviews.

Arthur Caione is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Fahnestock & Co. Inc. 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 a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.