Harry Yessayan Jr. is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked previously at FourStar Wealth Advisors, Bank of America, Merrill, Morgan Analytics LLC, and as an independent futures trader. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, while also acting as a qualified custodian and offering both commission-based and fee-based programs.

Gwendolyn Hueneman is a financial advisor with Oppenheimer in Chicago, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as portfolio management, consulting, and financial planning. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Robert Mandell is a CFP® with 48 years of industry experience, currently affiliated with Oppenheimer. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets starting in 1979. 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 along with manager selection and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

James Murphy is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Murphy is based in Northbrook, Illinois. 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 manager selection and various investment strategies tailored to client objectives.

Lora Carlon is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing 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 along with manager selection across various investment vehicles, serving as a qualified custodian and maintaining both discretionary and non-discretionary advisory programs.

Jeffrey Church is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services such as portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies, with both discretionary and non-discretionary management options.

Erik Mikrut is a financial advisor at Oppenheimer in Chicago, IL, holding a Series 66 credential. He joined Oppenheimer in 2026 and has prior experience at Zurich North America, as well as roles at Water Watchers Pool Management and Target. Erik attended Indiana University Bloomington from 2022 to 2026. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation across multiple asset classes, with both commission-based and asset-based fee structures.

Mark Reynolds is a financial advisor at Oppenheimer with 26 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Boyd Klingler is a financial advisor at Oppenheimer with 41 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. Klingler is based in Chicago, IL. 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 with a range of investment strategies, and acts as a qualified custodian for client assets.

Claire Enyeart is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, she held roles at Homegoods, Mesirow, Bar Louie, and Evans Distribution Systems. She also has a background in education, having worked at Michigan State University, International Academy West, and Oak Valley Middle School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and various investment strategies to meet client objectives.

Paul Sortal is a financial advisor with Oppenheimer Asset Management Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Oppenheimer and Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as Vice President of the Scott Cemetery Association, a tax-exempt family and local cemetery organization. Oppenheimer serves a broad 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 along with manager selection across multiple investment vehicles.