Laurence Casper is a financial advisor with Oppenheimer in Asheville, NC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Oppenheimer since 2011 and previously at Edward Jones from 2007 to 2011. 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 strategic and tactical asset allocation, manager selection, and periodic portfolio reviews.

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.

Kathleen King is a financial advisor with Oppenheimer in Asheville, NC, holding a Series 66 designation and 12 years of industry experience. She has been with Oppenheimer since 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services using both discretionary and non-discretionary approaches, managing equity, balanced, and fixed-income portfolios alongside tailored retirement solutions.

Joshua Dillard is a financial advisor at Oppenheimer with Series 66 credentials and three years of industry experience. Prior to joining Oppenheimer, he was involved with Bhramari Brewing Company for eight years and briefly worked at Black Mountain Pizza & Ale House. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services, including asset management, financial planning, and retirement consulting, with both discretionary and non-discretionary account management.

Donald Weidemann is a financial advisor with Oppenheimer who holds the CFP® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2010. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, operating with a mix of discretionary and non-discretionary account management while maintaining custody of client assets.

James Novello is a financial advisor at Oppenheimer with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Oppenheimer in 2024, he worked at John Hancock and its related entities from 2019 to 2023. He is also the owner of Glassmine Publishing LLC, an editing and publishing business started in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of advisory programs with a focus on both discretionary and non-discretionary management, including equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Christina Simpson is a financial advisor with Oppenheimer, holding a Series 66 designation and 19 years of industry experience. She has worked at Oppenheimer since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. in the earlier part of her career. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, utilizing both discretionary and non-discretionary approaches with a focus on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Christina Gier is a financial advisor at Oppenheimer with Series 66 registration and four years of industry experience. Before joining Oppenheimer in 2022, she worked in the hospitality sector with Asheville Hotel Group and retail at Target. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a variety of advisory programs and services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Amber Mccleerey is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Oppenheimer & Co., Inc. since 2015. Outside of her advisory work, she serves as a board member on the Henderson Tourism Development Authority. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management and consulting, with a focus on strategic asset allocation, manager selection, and client-specific investment policies.

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.

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.

Brenda Mccleerey is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has worked at Oppenheimer since 2009 and previously spent nine years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation and personalized consulting, with a notable proportion of assets managed on a non-discretionary basis.

Sandra Newberry is a financial advisor at Oppenheimer with 25 years of industry experience. She has held roles at 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, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment and consulting services across discretionary and non-discretionary accounts, with a focus on strategic asset allocation, manager selection, and client-specific investment policy development.