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Harry Y

Series 66

Chicago, IL

Oppenheimer

Harry Yessayan Jr. is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has worked at firms including FourStar Wealth Advisors, Bank of America, Merrill, and Morgan Analytics LLC. 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, including both discretionary and non-discretionary portfolio management, with a notable portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Gwendolyn H

Series 66

Chicago, IL

Oppenheimer

Gwendolyn Hueneman is a financial advisor at Oppenheimer with 22 years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2010, following prior roles at Stifel and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, with advisory strategies that encompass equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Robert M

CFP®, Series 63, Series 65

Chicago, IL

Oppenheimer

Robert Mandell is a financial advisor with Oppenheimer in Chicago, IL, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 49 years of industry experience, including 24 years at CIBC World Markets and 23 years at Fahnestock & Co. Inc. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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James M

Series 63, Series 65

Chicago, IL

Oppenheimer

James Murphy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors and B. Riley Wealth Management, where he worked for over 17 years combined, as well as experience at Mesirow Financial. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations among others. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services, and maintains custody of client assets while managing significant non-discretionary advisory assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Lora C

Series 63, Series 65

Chicago, IL

Oppenheimer

Lora Carlon is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. 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 approaches spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Jeffrey C

Series 63, Series 65

Chicago, IL

Oppenheimer

Jeffrey Church is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2003. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a wide range of investment programs including asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies, with a notable portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Erik M

Series 66

Chicago, IL

Oppenheimer

Erik Mikrut is a financial advisor at Oppenheimer with a Series 66 designation. He has one year of industry experience and has held prior positions at Zurich North America and Water Watchers Pool Management. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Mark R

Series 63, Series 65

Chicago, IL

Oppenheimer

Mark Reynolds is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Prior to that, he worked at Morgan Stanley Dw Inc. and Banc One Securities Corporation. 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 advisory services that include strategic and tactical asset allocation, manager selection, and periodic portfolio reviews, delivered through both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Boyd K

Series 63, Series 65

Chicago, IL

Oppenheimer

Boyd Klingler is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Howe Barnes Capital Management, and Raymond James & Associates. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services that encompass equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Claire E

Series 66

Chicago, IL

Oppenheimer

Claire Enyeart is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has previously worked at Homegoods, Mesirow, Bar Louie, and Evans Distribution Systems. Her background also includes four years at Michigan State University and several years in education at International Academy West and Oak Valley Middle 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 range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Paul S

Series 63, Series 65

Chicago, IL

Oppenheimer

Paul Sortal is a financial advisor with Oppenheimer who holds Series 63 and Series 65 credentials and has 51 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and was previously with Oppenheimer Asset Management Inc. from 2003 to 2007. Outside of his advisory role, he serves as Vice President of the Scott Cemetery Association, a tax-exempt family and local cemetery organization. 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 range of programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary advisory services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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