Sandra Bershad is a financial advisor with Oppenheimer, holding Series 63, Series 65, and Series 66 credentials with 27 years of industry experience. She has been with Fahnestock & Co. Inc., part of 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 a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Mary Ward is a CFP® with 31 years of industry experience, currently with Oppenheimer since 2005. She holds her Series 63 and Series 65 licenses. Outside of her advisory role, she serves as president of the Silverbrook Condominium Association, a nonprofit organization in Sterling Heights, Michigan. 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 range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Kevin Friedman is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2017. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he instructs law enforcement and military personnel in defense tactics and serves on the Tucson Delta Chi Alumni Board. 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 wide range of investment and financial planning services using both discretionary and non-discretionary approaches, with a notable portion of assets managed on a non-discretionary basis.

Michael Merrigan is a financial advisor at Oppenheimer with two years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Focus Partners Wealth, The Colony Group, GW & Wade LLC, and KPMG in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory services.

Thomas Theodorou is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Transatlantic Reinsurance Company, and DAG Securities. 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 including asset management, consulting, and retirement services, with advisory services that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

James Lowe is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, he spent four years at the University of Louisville. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Edward Boll is a financial advisor at Oppenheimer with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Guggenheim Securities, LLC and Srt Securities LLC prior to joining Oppenheimer. Boll is also involved with EAB Investment Group, serving as its Non-Executive Chairman. 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 discretionary and non-discretionary advisory services, including asset management, financial planning, and retirement consulting.

Tyler Mann is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and previously worked at TriFound Financial for six years before joining Oppenheimer in 2019. Outside of his advisory role, he participates in a breakfast networking group. 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 and retirement services with both discretionary and non-discretionary management, maintaining custody of client assets while providing diverse advisory programs.

Timothy Drinkall is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley, Essentia Analytics, Dauntless Management, and Clear Harbor Asset Management. He is also an adjunct professor at Fairfield University, where he teaches Principles of Investing. 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 that include equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

James Norris is a CFP® certificant with 27 years of industry experience. He has worked at Oppenheimer & Co since 2011 and previously spent time at Morgan Stanley and Citigroup Global Markets. He is based in Asheville, NC. 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 including strategic asset allocation, manager selection, and retirement consulting, operating both discretionary and non-discretionary accounts while maintaining custody of client assets.

Hunter Osolin is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has held prior roles at Kinetico, Gannon University, and various other organizations. Osolin volunteers in a leadership capacity with the Diamond Advisory Group at University Hospitals, helping to review donation and fund allocation options. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management tailored to client objectives.

Melissa Haua is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 designation. Prior to joining Oppenheimer, her work history includes time at the University of Pittsburgh Katz Graduate Business School and operating a dog daycare business. 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 programs and advisory services, including equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Zachary Eitzen is a CFP® with 10 years of industry experience and has been with Oppenheimer since 2013. He holds the Series 66 designation and is based in Scottsdale, AZ. 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 encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Sayke Reilley is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Oppenheimer since 2015, following a prior role at Modern Capital Advisors, LLC. In addition to his advisory work, Reilley is involved in community affairs through the Township of Mount Holly Urban Economic Zone and Town Council activities. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios. The firm combines discretionary and non-discretionary asset management with consulting and retirement services, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Jack Cantalin is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Oppenheimer since 2019, with prior roles at Bank of America, Merrill, and TD Ameritrade. 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 including asset management, consulting, and retirement services, offering both discretionary and non-discretionary advisory options.

Henry Nagel is a financial advisor at Oppenheimer in Chicago, IL, holding a Series 66 designation with one year of industry experience. His work history includes roles at Equity Lifestyle Properties, Monroe Capital, and Digital Design Corporation. 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 advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Ralph Yovane is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2011. 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 discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with services including consulting, retirement planning, and financial planning.

Danny Kyle is a financial advisor at Oppenheimer with 39 years of industry experience. He has worked at Oppenheimer since 2003 and previously at CIBC World Markets Corp. for one year. His professional credentials include Series 63 and Series 66 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 advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Robert Fantozzi is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018. Prior to that, he spent several years at Morgan Stanley and its affiliated entities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of investment programs and advisory services delivered on both discretionary and non-discretionary bases, managing substantial assets across equity, balanced, and fixed-income portfolios.

Michael Peloquin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at Apple Inc. for three years. He is a co-trustee of his wife’s personal trust and a trustee of his own family trust, both established for estate planning purposes. 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 with both discretionary and non-discretionary services, managing diverse portfolios through strategic asset allocation, manager selection, and regular reviews.