Diane Lacina is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following eight years at Southwest Securities, Inc. and three years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a significant focus on non-discretionary advisory assets.

Sue Anna Piedra is a financial advisor with Oppenheimer in Austin, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent 15 years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of advisory programs and investment services, including discretionary and non-discretionary management, consulting, and retirement planning.

Barry Lacina is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017, following eight years as a self-employed professional. Outside of finance, he is the owner and member of Happyness Films, LLC, a film production company. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of advisory and broker-dealer services including discretionary and non-discretionary investment management, consulting, and retirement planning.

Kip Reagor is a financial advisor with Oppenheimer, holding Series 63, 65, and 66 designations and 34 years of industry experience. He has been with Oppenheimer & Co since 2002. Outside of his advisory role, he owns and manages a water cooler rental business. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.