Javier Briceno is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Amerant Investments, Inc., Morgan Stanley, and Morgan Stanley Private Bank, National Association before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including strategic asset allocation and manager selection, with a notable portion of its advisory assets managed on a non-discretionary basis.

Marianella Armijos is an advisor at Oppenheimer with a Series 66 designation and experience spanning roles at Chase Bank, Pestana & Pestana MD, PA, and Florida International University. She joined Oppenheimer in 2026 and is based in Coral Gables, FL. 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 including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary advisory solutions.

Callahan Lyons is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Ampersand, Inc., The Immigrant Room - The American Club at Kohler Co., and spent several years in educational roles at Clemson University and Sheboygan Lutheran High School. 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 including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory options.

Sebastian Iturriaga is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2021, he worked at Papa Johns, Brown and Brown Insurance, and Pisco Y Nazca. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Mariacelia Blandon is a financial advisor at Oppenheimer with 16 years of industry experience and holds a Series 66 designation. She previously worked at Wells Fargo Clearing before joining Oppenheimer in 2016. Outside of her advisory role, she is a sole owner and proprietor of investment properties in Miami, managing them on a limited basis. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm provides equity, balanced, and fixed-income portfolio management through both discretionary and non-discretionary strategies, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Spencer Berens is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, following positions at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He also spent four years at the University of Miami early in his career. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across various asset classes, with both discretionary and non-discretionary account options.

Damian Pardo is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and First Horizon Advisors. Outside of his financial career, he serves on the boards of the Vizcaya Museum & Gardens and the Frost Science Museum and holds several community leadership roles in Miami, including commissioner for the City of Miami and chairman positions with the Coconut Grove BID and Omni CRA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services, with a focus on both discretionary and non-discretionary management, and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Julia Schnackel is a financial advisor at Oppenheimer with 12 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation and both discretionary and non-discretionary management.

Aida Velazquez is a financial advisor at Oppenheimer with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at firms including Morgan Stanley and Insigneo Advisory Services. Outside of her advisory work, she is involved in real estate through a licensed brokerage and owns a real estate investment company. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering investment advisory and brokerage services with both discretionary and non-discretionary management. The firm combines strategic asset allocation, manager selection, and comprehensive portfolio oversight while maintaining custody of client assets.

Jorge Montealegre is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS International Inc. and Painewebber Inc., where he has been employed for over two decades. He is also a member of the Nicaraguan American Golf Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including strategic asset allocation and retirement consulting, and uniquely maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.

John Stock is a financial advisor at Oppenheimer with 33 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2017, following prior roles at Wells Fargo Clearing and Citigroup Global Markets. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs through a range of advisory programs offering equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services, including investment policy development and asset allocation guidance, while maintaining custody of client assets as a qualified custodian.

Luis Garcia is a financial advisor with Oppenheimer in Coral Gables, FL, holding a Series 66 designation and 26 years of industry experience. His prior positions include roles at RBC Capital Markets and Merrill. Garcia has been with Oppenheimer since 2015. 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 strategic and tactical asset allocation, manager selection, and tailored consulting and retirement planning.

Christopher Bell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Oppenheimer & Co. Inc. and has previously worked at Barclays Capital and BlackRock. He also held a position at the University of Virginia Darden School of Business. Oppenheimer is a registered investment adviser and broker-dealer serving 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, with oversight processes and client-tailored consulting and retirement services.

Jonathan Meadows is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has worked at Oppenheimer since 2019, with intermittent roles at Florida State University and the Hilton Sandestin Beach Golf Resort & Spa. Meadows serves on the board of directors for BADU Foundation, a charitable organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Ashley Moncada is a financial advisor at Oppenheimer with two years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2023. Outside of her advisory role, she is involved in an ice cream business. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches with an emphasis on strategic asset allocation and portfolio oversight.

Cesar Hurtado is a financial advisor at Oppenheimer with 26 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management tailored to client objectives.

Christina Lomeli is a financial advisor with Oppenheimer in Coral Gables, FL, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been with Oppenheimer since 2009. 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 investment and consulting services, including discretionary and non-discretionary management, strategic asset allocation, and financial planning.

Jay Spieler is a financial advisor with Oppenheimer in Coral Gables, FL, holding Series 63 and Series 65 licenses. He has 44 years of industry experience, including 23 years with Fahnestock & Co. Inc. Spieler serves as trustee for the Stanley Spieler Restated Trust and the Betty Spieler Restated Trust. 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 programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Patrick Pereira is a financial advisor with Oppenheimer & Co., Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Oppenheimer in 2021, he spent five years at Wells Fargo Clearing. 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 across equity, balanced, and fixed-income portfolios, with a notable focus on both discretionary and non-discretionary management.

Tatiana Zurek is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Merrill and Merrill, A Bank of America Company, from 1999 to 2023 before joining Oppenheimer in 2023. 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 investment programs and advisory services that include both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios with an emphasis on strategic asset allocation and manager selection.

Farhad Shaya is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group. He has been with Oppenheimer since 2021. 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 discretionary and non-discretionary investment programs and consulting services that include strategic asset allocation, manager selection, and tailored performance reporting.

Luigi Mazza is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James, Morgan Stanley, and Citigroup Global Markets. Mazza is based in Coral Gables, FL. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment programs and consulting services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Frances Batista is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Oppenheimer since 2012. Located in Coral Gables, FL, she provides advisory services through the firm’s broad range of programs. 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 equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Gustavo Jaso Buzzoni is a Series 66-licensed financial advisor with Oppenheimer, based in Coral Gables, Florida. He has 16 years of industry experience and has been with Oppenheimer since 2008. Outside of his advisory role, he serves as a board member of a nonprofit condominium association where he oversees property management and community governance. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Guillermo Bicas is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Oppenheimer for 15 years. Outside of his advisory role, he is a partner in Deck Miami LLC, a skateboard supercross facility that offers afterschool programming, camps, and open ride time. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of investment and consulting services delivered on discretionary and non-discretionary bases, with a notable emphasis on maintaining custody of client assets and managing a significant proportion of advisory assets non-discretionarily.

Jorge Etinger is a financial advisor at Oppenheimer with 48 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer & Co since 1988. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation, manager selection, and periodic portfolio reviews.

Mandah Doo is a financial advisor at Oppenheimer with 56 years of industry experience. She has been with Oppenheimer & Co since 1988. She holds Series 63 and Series 66 designations. 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, utilizing both discretionary and non-discretionary approaches.

Marbelys Martinez is a financial advisor at Oppenheimer with 10 years at the firm and 4 years of industry experience. She holds Series 63 and Series 66 licenses. 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 advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Marisela Blandon is a financial advisor at Oppenheimer with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Blandon is based in Coral Gables, FL. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including strategic and tactical asset allocation, manager selection, and retirement consulting, with both discretionary and non-discretionary account management.

Regine Rigal is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. for 23 years. 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 across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Diego Gonzalez 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 2008. Prior to joining Oppenheimer, he spent 12 years at UBS Financial Services and UBS International Inc. 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 wide range of investment and consulting programs, utilizing both discretionary and non-discretionary approaches, and maintains custody of client assets while managing significant non-discretionary advisory portfolios.

Huston Lorenzo is a financial advisor at Oppenheimer with eight years of experience in the industry. He holds a Series 66 designation and has worked at several firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, BNY Wealth Management, Snowden Lane Partners, Axio Financial, and Fidelity. 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 variety of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Robert Doo Jr is a financial advisor with Oppenheimer, holding a Series 66 designation and over 20 years of industry experience. He has been with Oppenheimer & Co since 2005. Outside of his advisory role, he is involved as a manager in a real estate investment LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers various programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment approaches.

Carlos Bergouignan Sotolongo is a financial advisor at Oppenheimer with 21 years of industry experience. He has been with Oppenheimer since 2003 and holds the Series 66 designation. 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 investment programs and advisory services that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Fred Berens is a financial advisor at Oppenheimer with over 60 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, Berens is involved in nonprofit and community activities, serving as a trustee for the University of Miami and holding leadership roles with South Florida public television and multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services, managing portfolios through both discretionary and non-discretionary approaches, and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Arlette Pol is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Northwestern Mutual, Merrill Lynch, and other firms. Outside of financial advising, she is an adjunct college professor teaching a night class on digital marketing at Miami Dade College. 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 investment and retirement services that include both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Marcos Chevallier Boutell is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2014, following five years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs with both discretionary and non-discretionary strategies, covering equity, balanced, and fixed-income portfolios.

Ximena Goni is a financial advisor at Oppenheimer with 10 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer & Co. Inc since 2016. 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 provides a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and financial planning.

Oui Coulson is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Oppenheimer. Prior to joining Oppenheimer in 2024, Coulson worked at First Horizon Advisors and Morgan Stanley, including Morgan Stanley Private Bank. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management with a focus on strategic asset allocation and manager selection.

Brianna Lastra is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 designation and has previously worked at Equitable Advisors, Belpointe Asset Management LLC, and Anthem Advisors. Outside of her advisory role, she is also a licensed real estate agent with Florida Realty of Miami. 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 and brokerage capabilities delivered on both discretionary and non-discretionary bases.

William Gilchrist is a financial advisor with Oppenheimer in Coral Gables, FL, holding the Series 66 designation and seven years of industry experience. He has worked at Oppenheimer since 2017, with brief tenures at Capitas Financial and Altman Advisors. Gilchrist serves on the board of the BADU Foundation, where he contributes to annual financial literacy and empowerment programs for youth in Chicago. Outside of advisory services, he is CEO of a marketing firm serving small and midsized businesses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs including asset management, consulting, and retirement services, with a combination of discretionary and non-discretionary account management.

Motaz Ashri is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and BNY Wealth. Outside of finance, he has been involved in the entertainment industry as the owner and managing member of Nightlife District LLC, overseeing venue relationships including sound engineering and venue design. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Diana Sol is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Bank of America, Merrill, and CitiGroup. 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 with both discretionary and non-discretionary investment approaches, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Tama Zaydon is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Zaydon serves as a trustee for both The John Paul Zaydon Trust and the Phillip George Insurance Trust, and he is on the board of St. Jude Children’s Hospital. 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 discretionary and non-discretionary investment programs utilizing equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Sandra Lopes is a financial advisor with Oppenheimer in Coral Gables, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Oppenheimer since 2012, with a brief tenure at Morgan Stanley in 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs, including asset management and financial planning, with advisory services that encompass equity, balanced, and fixed-income portfolios managed on both discretionary and non-discretionary bases.

Cristina Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. Prior to her career in finance, she held positions at Ross Dress for Less and Ana Ansin 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 range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Dorian Gonzalez is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 registrations. His prior work includes roles at Morgan Keegan & Company, LLC and Union Planters Investment Advisors, Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Lorena Berthe Martinez is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley Smith Barney, Citigroup Global Markets, and Boreal Capital Securities. She is also involved with Mora Wealth Management, LLC, an affiliated SEC-registered investment advisor. 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 broad range of advisory programs, including discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.