Joseph Guttilla is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he is a partner in a small real estate venture. 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 vehicles to meet client objectives.

Nicole Kracum is a financial advisor at Oppenheimer with 10 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for nine years. 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.

James Allen is a CFP® with 32 years of experience in the financial industry. He has worked at Oppenheimer since 2020, following roles at David A. Noyes & Co. / Sanctuary Securities, Inc. and Citigroup Global Markets. Outside of his advisory work, he volunteers as a caucus member for the Village of Glencoe, IL, participating in the selection of library and park district candidates. 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 vehicles to meet client objectives.

Jack Bertke is a financial advisor with Oppenheimer in Chicago, IL. He holds a Series 66 designation and began his industry career in 2026. Prior to joining Oppenheimer, he completed his education at Michigan State University and worked in educational roles at East Grand Rapids High School and Middle School. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management, consulting, and financial planning services. The firm employs various investment approaches across multiple programs and reported approximately $36.7 billion in assets under management as of late 2025.

Andrew Bloom is a financial advisor at Oppenheimer with 24 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of his advisory role, he serves as Treasurer for the Highland Park Community Nursery School, which provides daycare services to local residents and employees. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a mix of discretionary and non-discretionary programs.

Henry Nagel is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has prior experience with Equity Lifestyle Properties and Monroe Capital. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Danny Kyle is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Michael Peloquin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at Apple Inc. from 2014 to 2017. He is a co-trustee of his wife’s trust and trustee of his own family trust, roles related to estate planning. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a range of investment vehicles and acts as a qualified custodian, managing both discretionary and non-discretionary accounts.

Michael Kelly Jr. is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kelly serves as trustee for his children's trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management approaches.

Richard Peloquin is a financial advisor with Oppenheimer Asset Management Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has been with Oppenheimer and Fahnestock & Co. Inc. since 2003. 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 with investment solutions that incorporate strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Gregg Winter is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 and various investment strategies.

Daniel Schreiner is a financial advisor at Oppenheimer with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019, following four years at Ameriprise Financial Services. Based in Chicago, IL, Schreiner provides advisory services within a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies tailored to client objectives.

John Linehan is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Linehan serves on the advisory board of Leo High School, a position he has held since 1998. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Carter Walsh is a financial advisor at Oppenheimer with one year of industry experience. He previously worked at Morgan Stanley and SG Capital Management. Carter holds Series 63 and Series 65 certifications. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of December 31, 2025.

Kevin Doney is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2014. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. 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.

Patrick Catarello is a financial advisor at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2011. Based in Chicago, IL, he works within a large enterprise firm environment. 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, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Madeline Pestine is a financial advisor at Oppenheimer in Chicago, IL, holding a Series 66 designation. She has been with Oppenheimer since 2026. Outside of her advisory role, she has experience working with nonprofit and fitness organizations, including the Jewish United Fund and solidcore, as well as involvement in dance instruction at Reverie Dance Academy. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs and services, including both discretionary and non-discretionary portfolio management. The firm employs a range of investment strategies across equities, fixed income, and balanced approaches, managing approximately $36.7 billion in assets as of December 31, 2025.

Hee Yang is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. before joining Oppenheimer in 2024. Oppenheimer serves a diverse client base including individuals, corporations, pension 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, and acts as a qualified custodian for client assets.

Nancy Findeisen is a financial advisor at Oppenheimer with 19 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2025, she worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management from 2013 to 2025. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory and brokerage services, employing strategic and tactical asset allocation alongside a range of investment vehicles, with client accounts reviewed periodically and investment objectives documented in policy statements.

Christopher Prince is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2014. He holds a Series 66 license and is based in Chicago, IL. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies, with a notable role as a qualified custodian and a mix of commission-based and non-discretionary advisory programs.