John Dubois is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, previously spending 19 years at Nori, Hennion, Walsh, Inc. He serves as trustee of the John R. & Nancy H. Dubois Family Trust, managing administrative matters related to the trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a distinctive role as a qualified custodian and a notable presence in commission-based advisory programs and consulting relationships.

John Ingraham is a financial advisor with Oppenheimer in Denver, CO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer since 2016. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Marc Fine is a financial advisor at Oppenheimer with 35 years of industry experience. He has been with Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. He serves as a trustee of the Julianna Fine Trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Matthew Mcguirk is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank and as a self-employed advisor. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, and financial planning, utilizing strategic asset allocation and a variety of investment strategies tailored to client objectives.

David Garner is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and previously worked for Centaurus Financial, Inc. for 14 years. Outside of his advisory work, he serves as president of his community's HOA board, where he contributes to decision-making and occasionally assists with manual labor. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation alongside various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management programs.

Jacquelyn Davis is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles, while acting as a qualified custodian for client assets.

Michael Campione is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2015. Outside of his advisory role, he volunteers as an umpire for Little League International, a nonprofit youth baseball and softball organization. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Blake Atkin is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors. Outside of his advisory role, he works as a bartender at Pete's Park Place Tavern. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection across multiple investment strategies.

Gregory Bjork is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, following 14 years at Jefferies & Company. Based in Denver, CO, he serves clients through Oppenheimer’s broad advisory platform. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

Barry Cash is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2020. Prior to that, he was with Fidelity Personal and Workplace Advisors and Fidelity from 2013 to 2019. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic asset allocation, manager selection, and the use of mutual funds, ETFs, fixed income, and equity strategies.

Roberto Valdes Rodriguez is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Oppenheimer in New York, NY. His prior experience includes roles at Citigroup, Arca Investments, Barclays Capital, and General Electric. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Daniel Erben is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018. Prior to that, he was involved with Family Management Corporation and Family Management Securities, LLC from 2005 to 2018. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers through its managed portfolios.

Benjamin Davis is a financial advisor at Oppenheimer with 35 years of industry experience. He has held his current role since 2002, previously working at Fahnestock & Co. Inc. Davis holds the Series 63, Series 65, and Series 66 licenses. Outside of finance, he is involved with the Gotham Burger Social Club, grilling burgers at pop-up events several times per year. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, supporting both discretionary and non-discretionary management approaches.

Nadia Polack is a financial advisor at Oppenheimer with 15 years of industry experience. She holds the Series 66 designation and has previously worked at VALIC Financial Advisors, AFlac, and Bank of America Merrill Lynch. Outside of her advisory role, she participates in FINRA dispute resolution, arbitrating hearings between investors and securities firms. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Christopher Barsky is a CFA® charterholder with nine years of industry experience. He has been with Oppenheimer in Hoboken, NJ since 2006. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Jacob Schmitt is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Heim, Young & Associates, Robinhood Markets, U.S. Bancorp Investments, TD Ameritrade, and Scottrade. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Kristen Owen is a CFA® charterholder with 15 years of industry experience and has been with Oppenheimer since 2015. She holds a Series 63 license and is based in New York, NY. Outside of her advisory role, she is a limited partner and minority investor in a commercial property ownership LLC. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation across various investment vehicles and acts as a qualified custodian for client assets.

Dennis Baum is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. Baum serves as a co-trustee for multiple family and investment trusts and is a board member of Selfhelp Community Services and the Leo Baeck Institute. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a range of investment vehicles, acting as a qualified custodian and providing both commission-based and fee-based programs.

Shaymus Contorno is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Oppenheimer since 2021. His prior work includes roles at Woodside Country Club and Stony Brook University, where he contributed as an author for academic publications during his time as a graduate student. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to develop tailored investment solutions, and acts as a qualified custodian for client assets.

Morgan Newman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Oppenheimer. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is a member of The Co-Lab, a networking organization unrelated to investment activities. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation alongside manager selection and various investment vehicles to construct client solutions.