Laurence Casper is a financial advisor with Oppenheimer in Asheville, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Oppenheimer and Company since 2011. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm offers a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

James Norris is a CFP® professional with 27 years of experience in the financial services industry. He has been with Oppenheimer & Co since 2011. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Kathleen King is a financial advisor at Oppenheimer with 12 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside manager selection and multiple investment strategies.

Joshua Dillard is a financial advisor with Oppenheimer in Asheville, NC. He holds a Series 66 designation and has been with Oppenheimer since 2023. Prior to joining Oppenheimer, he had roles in the brewing and hospitality industries, including at Bhramari Brewing Company and Black Mountain Pizza & Ale House. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services ranging from discretionary and non-discretionary portfolio management to consulting and retirement solutions. The firm employs diverse investment approaches tailored to its programs and advisors and manages approximately $36.7 billion in assets as of December 31, 2025.

Donald Weidemann is a CFP® with 38 years of industry experience, currently affiliated with Oppenheimer since 2010. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches varying by program, with assets under management totaling approximately $36.7 billion as of year-end 2025.

James Novello is a financial advisor at Oppenheimer with four years of industry experience. He holds Series 65 and Series 63 registrations and previously worked at John Hancock in various roles from 2019 to 2023. Outside of his advisory work, he is the owner of Glassmine Publishing LLC, an editing and publishing business. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes.

Christina Simpson is a financial advisor at Oppenheimer with 19 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2012. 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, manager selection, and various investment strategies tailored to client objectives.

Christina Gier is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer, she worked at Asheville Hotel Group and Target. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation across multiple asset classes, manager selection, and periodic rebalancing.

Amber Mccleerey is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2015. Outside of her advisory role, she serves as a board member on the Henderson Tourism Development Authority, overseeing tourism development in Henderson County. 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, manager selection, and a variety of investment strategies to construct client solutions, with accounts reviewed periodically and cash balances managed through its Advantage Bank Deposit Program.

Cal Rains II is a financial advisor with Oppenheimer in Asheville, NC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Oppenheimer & Co since 2006. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with a notable emphasis on both discretionary and non-discretionary accounts.

Jonathan Payne is a financial advisor with Oppenheimer & Co, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Oppenheimer since 2009. 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 emphasizes strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

Brenda Mccleerey is a financial advisor at Oppenheimer with 47 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Outside of her advisory role, she co-owns a family business unrelated to investments. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Sandra Newberry is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Oppenheimer since 2018 and previously spent seven years with First Citizens Investor Services. 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 various investment strategies tailored to client objectives.