Allen Saffrahn is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, with prior experience at UBS Financial Services Inc and JP Morgan. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs that include portfolio management, consulting, retirement services, and financial planning. The firm employs varied investment approaches across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Jerald Hymen is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Outside of his advisory role, he serves as a co-trustee of his wife's trust. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory, brokerage, and financial planning services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.

Leonard Scandariato is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2026, following roles at B. Riley Wealth Advisors and Oppenheimer Asset Management Inc. from 2003 to 2023. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, employing a range of investment approaches that include strategic and tactical asset allocation, manager selection, and periodic rebalancing tailored to different client needs.

Samuel Herek is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Burlington Capital and Charles Schwab. Outside of his financial career, he has experience working at Creighton University and with Schmidleys Family Golf Range. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

John Hexamer is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. for 23 years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical allocation, manager selection, and rebalancing across multiple asset classes, offering both discretionary and non-discretionary services.

Daniel Israelite is a financial advisor with Oppenheimer in Chicago, holding a Series 66 designation and 22 years of industry experience. He has been with Oppenheimer since 2004. Outside of his advisory role, he serves on the board of directors for Block Club Chicago, an online local news organization, where he advises on nonprofit status. Oppenheimer provides advisory and brokerage services to a broad client base, including individuals, corporations, and charitable organizations. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to meet client objectives, and it acts as a qualified custodian for client assets.

Aren Mito is a financial advisor at Oppenheimer in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Oppenheimer since 2012. 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 alongside a variety of investment vehicles, and acts as a qualified custodian with both discretionary and non-discretionary account management.

Courtney Mygatt is a financial advisor at Oppenheimer with 32 years of industry experience. She has been with Oppenheimer since 2007 and holds Series 63 and Series 65 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a broad range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with accounts reviewed periodically and cash balances managed through its Advantage Bank Deposit Program.

Ian Bannon is a financial advisor at Oppenheimer in Chicago, IL, with four years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, J.P. Morgan Securities, and RJ O’Brien & Associates LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to each program, managing both discretionary and non-discretionary assets.

Roger Lofquist III is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial and Specialty Underwriters LLC. 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 employs various investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets.

Francis Williams is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Outside of his advisory role, he manages ARIMATHEA LLC, a private company that licenses intellectual property patents, spending a few hours monthly on royalty payments. Oppenheimer serves a diverse client base including individuals, corporations, and retirement plan fiduciaries, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation alongside a variety of investment vehicles, with a notable emphasis on both discretionary and non-discretionary management programs.

David Boon is a financial advisor at Oppenheimer in Chicago, IL, with 28 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he serves as trustee of the David M. Boon Declaration of Trust. 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 a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Mark Frommer is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association from 2010 to 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Michael Ridge is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning, using a range of investment strategies tailored to client objectives.

Paul Laliberte is a financial advisor at Oppenheimer with 24 years of industry experience. He holds a Series 66 designation and has worked with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management prior to joining Oppenheimer in 2023. Based in Chicago, IL, Laliberte has spent the majority of his career focusing on wealth management. 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 alongside manager selection and various investment strategies tailored to client objectives.

Steven Egan is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse 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 uses strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions.

Kenneth Rosenbaum is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Rosenbaum serves as trustee for the trust accounts of his parents and acts as power of attorney for his mother’s IRAs. 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 vehicles to tailor client solutions, with a distinctive use of commission-based advisory programs and non-discretionary management.

Hollis Herman is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets Corp, Ameriprise Financial Services Inc, and LPL Financial. Herman has been with Oppenheimer and its related entities since 2019. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple strategies.

Nicholas Hunt is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Oppenheimer in Chicago since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing strategic and tactical asset allocation across various investment vehicles.

Joshua Hayes is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 66 designation and is based in Chicago, IL. Outside of his advisory role, he acts as trustee for several family trusts established for his minor sons and his family. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation alongside various investment vehicles, offering both discretionary and non-discretionary management tailored to client objectives.