Allen Saffrahn is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Oppenheimer, UBS Financial Services Inc, and JP Morgan Securities LLC. 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 that include equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation along with manager selection and portfolio reviews.

Jerald Hymen is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2005, following a four-year tenure at Morgan Stanley DW Inc. Outside of his advisory role, he serves as a co-trustee of his wife’s trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services that utilize strategic and tactical asset allocation, manager selection, and customized investment policy development, managing a significant portion of assets on a non-discretionary basis.

Leonard Scandariato is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Oppenheimer and its affiliates since 2003, with prior experience at CIBC World Markets from 2000 to 2003. Scandariato is also involved with B. Riley Wealth Insurance as a life and health insurance agent. 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 investment programs and advisory services, including discretionary and non-discretionary management, and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Samuel Herek is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at Burlington Capital and Charles Schwab. Outside of finance, he has been involved with Schmidleys Family Golf Range for six years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, including both discretionary and non-discretionary management, with oversight processes that include suitability and branch manager review.

John Hexamer is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at CIBC World Markets Corp., Oppenheimer Asset Management Inc., and Fahnestock & Co. Inc., where he has been employed since 2003. 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 encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Daniel Israelite is a financial advisor at Oppenheimer with 22 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. Outside of his advisory work, he serves on the Board of Directors for Block Club Chicago, an online local news organization, where he provides guidance on nonprofit status. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management tailored to client objectives.

Aren Mito is a Series 66 licensed financial advisor with Oppenheimer in Chicago, IL, where he has worked for 14 years. He has 13 years of industry experience in total. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Courtney Mygatt is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2007, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection.

Ian Bannon is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Prudential Insurance Company of America, Pruco Securities LLC, and RJO Futures. 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 including asset management, consulting, and retirement services, with advisory services that cover equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Roger Lofquist III is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial and Specialty Underwriters LLC. His background also includes roles outside finance, such as at Ascott Pools, Inc. and The Prairie School. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Francis Williams is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Oppenheimer since 2010, with prior roles at Stifel, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he manages a private company licensing intellectual property patents and serves as executor of an estate. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

David Boon is a financial advisor at Oppenheimer with 28 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent six years at UBS Financial Services. He holds Series 63, 65, and 66 licenses and serves as trustee of the David M. Boon Declaration of Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Mark Frommer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Merrill, and Lehman Brothers. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary advisory programs across equity, balanced, and fixed-income portfolios, with services including asset allocation, manager selection, and comprehensive consulting and retirement planning.

Michael Ridge is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Oppenheimer since 2006. 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 across various portfolio types, employing both discretionary and non-discretionary management approaches.

Paul Laliberte is a financial advisor at Oppenheimer with 24 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2023. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Stanley DW Inc. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment and consulting services delivered on discretionary and non-discretionary bases. The firm offers equity, balanced, and fixed-income portfolios along with retirement planning and operates both advisory and broker-dealer businesses.

Steven Egan is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes five years at CIBC World Markets Corp. and over two decades with Fahnestock & Co. Inc. before its integration with Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services with a focus on both discretionary and non-discretionary engagements.

Kenneth Rosenbaum is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following nine years at Citigroup Global Markets. Rosenbaum serves as trustee for his parents' trust accounts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs, combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Hollis Herman is a financial advisor with Oppenheimer in Chicago, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at firms such as RBC Capital Markets Corp, Ameriprise Financial Services, and LPL Financial. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Nicholas Hunt is a CFP® and Series 66 credentialed advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2014. Based in Chicago, IL, he serves clients through an enterprise firm with a broad service offering. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Joshua Hayes is a financial advisor at Oppenheimer in Chicago, IL, holding the CFP® designation and Series 66 license with 17 years of industry experience. He has been with Oppenheimer since 2009. Hayes serves as trustee for several family trusts established for his minor son and his family. Oppenheimer is a registered investment adviser and broker-dealer that serves a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.