Javier Briceno is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment strategies tailored to client needs and manages approximately $36.7 billion in assets.

Marianella Armijos is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Chase Bank, Pestana & Pestana MD, PA, Florida International University, JD Dental, and Nova High School. 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 financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Callahan Lyons is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, Lyons held roles at Ampersand, Inc., The Immigrant Room - The American Club at Kohler Co., and spent five years at Clemson University. 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 along with manager selection and various investment strategies to meet client objectives.

Sebastian Iturriaga is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Papa Johns, Brown and Brown Insurance, and Pisco Y Nazca. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory and execution services, employing varied investment approaches across multiple programs. The firm manages approximately $36.7 billion in assets and offers both discretionary and non-discretionary portfolio management.

Mariacelia Blandon is a financial advisor at Oppenheimer with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is the sole owner of two investment properties in Miami. 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 financial planning. The firm employs strategic and tactical asset allocation along with a range of investment strategies, serving as a qualified custodian and providing both discretionary and non-discretionary management programs.

Spencer Berens is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He is based in Miami, FL. 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 private-fund management.

Damian Pardo is a financial advisor at Oppenheimer with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank and First Horizon Advisors. Outside of his advisory role, he serves on the boards of the Vizcaya Museum & Gardens and the Frost Science Museum, and is actively involved in several community organizations and municipal commissions in Miami. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic asset allocation, manager selection, and both discretionary and non-discretionary management programs.

Julia Schnackel is a Series 66-licensed financial advisor with Oppenheimer in Miami Beach, FL, where she has worked since 2013. She has 11 years of industry experience. Oppenheimer serves a broad 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 and a range of investment strategies, with an emphasis on 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 licenses and has previously worked at firms including Morgan Stanley and Insigneo Advisory Services. Outside of her advisory role, she is involved in real estate as a licensed associate and owner of a real estate investment LLC in Miami. Oppenheimer serves a diverse client base with advisory and brokerage services, offering investment management, consulting, and retirement planning. The firm’s approach includes strategic asset allocation and manager selection across various investment vehicles, with a notable emphasis on both discretionary and non-discretionary account management.

Jorge Montealegre is a financial advisor with Oppenheimer based in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at UBS International Inc. since 2002 and PaineWebber Inc. since 1999. Montealegre is also a member of the Nicaraguan American Golf Association. 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 with an investment approach that incorporates strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm offers varied investment approaches across multiple strategies and manages approximately $36.7 billion in assets as of December 31, 2025.

Luis Garcia is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. 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 services. The firm employs strategic and tactical asset allocation and a variety of investment vehicles, while also acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Christopher Bell is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Oppenheimer, having joined the firm in 2026, and previously held roles at Barclays Capital and BlackRock. Bell also spent two years at the University of Virginia Darden School of Business. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with various advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs multiple investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Jonathan Meadows is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2019. Meadows serves on the board of directors for the Badu Foundation, a charitable organization. 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 a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Ashley Moncada is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 designation and previously worked at Amazon-Whole Foods and Express Employment. Outside of her advisory role, she is involved in an ice cream business. 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 with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of mutual fund, ETF, fixed-income, and equity strategies.

Cesar Hurtado is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives, with accounts reviewed regularly.

Christina Lomeli is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside diversified investment strategies tailored to client objectives.

Jay Spieler is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Spieler holds Series 63 and Series 65 licenses and acts as trustee for two family trusts. Oppenheimer serves a broad client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Patrick Pereira is a financial advisor with Oppenheimer & Co., Inc., holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining Oppenheimer in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC between 2016 and 2021. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans through a variety of programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Tatiana Zurek is a financial advisor at Oppenheimer with 25 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Merrill, a Bank of America company, from 1999 to 2023. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Farhad Shaya is a financial advisor with Oppenheimer & Co., Inc., holding the Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Coral Gables, FL. 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, manager selection, and various investment strategies tailored to client objectives.

Luigi Mazza is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2018, following a prior role at Raymond James & Associates. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions.

Frances Batista is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Oppenheimer since 2012. 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 a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Gustavo Jaso Buzzoni is a financial advisor at Oppenheimer with 15 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2008. Outside of his advisory role, he serves as a board member for The Mark at Brickell Bay Condo Association, a nonprofit position involving oversight of property management and community governance. 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 asset allocation and manager selection across various investment vehicles and provides both discretionary and non-discretionary management programs.

Guillermo Bicas is a financial advisor at Oppenheimer with 21 years of industry experience. He has been with Oppenheimer since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is a partner in DECK MIAMI LLC, a skateboard supercross facility and park that offers afterschool programming, camps, and open ride time. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management and financial planning. The firm’s investment approach varies by program and includes strategic asset allocation, manager selection, and both discretionary and non-discretionary management.

Jorge Etinger is a financial advisor at Oppenheimer with 47 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co since 1988. 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 and manager selection across various investment vehicles while acting as a qualified custodian for client assets.

Mandah Doo is a financial advisor at Oppenheimer with 56 years of industry experience. She has been with Oppenheimer & Co since 1988 and holds Series 63 and Series 66 designations. 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, using a range of strategies including strategic and tactical asset allocation and manager selection.

Marbelys Martinez is a financial advisor at Oppenheimer with four years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Oppenheimer & Co. Inc since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through various advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 2025.

Marisela Blandon is a financial advisor at Oppenheimer with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She has been with Oppenheimer since 2021. 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 employs strategic and tactical asset allocation and manager selection to build client solutions, and it acts as a qualified custodian while maintaining a mix of commission-based and fee-based advisory programs.

Regine Rigal is a financial advisor with Oppenheimer in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. 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, manager selection, and various investment strategies tailored to client objectives.

Diego Gonzalez is a financial advisor with Oppenheimer in Coral Gables, FL, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Oppenheimer since 2008. 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 financial planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of commission-based and fee-based advisory programs.

Huston Lorenzo is a financial advisor at Oppenheimer with 8 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, BNY Wealth Management, Snowden Lane Partners, Axio Financial, and Fidelity. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and financial planning. The firm employs a range of investment strategies including strategic and tactical asset allocation and manages approximately $36.7 billion in assets as of the end of 2025.

Robert Doo Jr is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and 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 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 and provides both discretionary and non-discretionary management programs.

Carlos Bergouignan Sotolongo is a financial advisor with Oppenheimer based in Coral Gables, FL. He holds a Series 66 designation and has 21 years of experience in the industry. 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 such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to its programs, with approximately $36.7 billion in assets under management as of December 31, 2025.

Fred Berens is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 61 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is actively involved in several nonprofit and community organizations, serving as a trustee for the University of Miami since 1972 and as a director of WPBS South Florida public television since 1978, in addition to his role as vice chairman of the PBS Foundation board. Oppenheimer provides advisory and execution services to individuals, corporations, and retirement plans, offering a range of portfolio management and consulting programs. The firm employs varied investment approaches that include strategic asset allocation and manager selection, managing approximately $36.7 billion in assets as of the end of 2025.

Arlette Pol is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley and Merrill Lynch among other firms. In addition to her advisory work, she is an adjunct college professor teaching digital marketing at Miami Dade College. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm offers both execution and advisory support for institutional and unaffiliated advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Marcos Chevallier Boutell is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. 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, manager selection, and various investment strategies tailored to client objectives.

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 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 across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Oui Coulson is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2024, Coulson worked at First Horizon Advisors and Morgan Stanley, including its Private Bank division. Oppenheimer serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation and provides both discretionary and non-discretionary management programs.

Brianna Lastra is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 credential and has previously worked at Equitable Advisors, Belpointe Asset Management LLC, and Anthem Advisors. Outside of her advisory work, she is also a real estate agent with Florida Realty of Miami. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, including portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 2025.

William Gilchrist is a financial advisor with Oppenheimer, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Capitas Financial, Altman Advisors, and Florida State University. He serves on the board of the Badu Foundation, contributing to financial literacy and empowerment programs for youth, and is CEO of a marketing services company targeting small and midsized businesses. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs that incorporate both discretionary and non-discretionary approaches.

Motaz Ashri is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, 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, sound engineering, and venue design. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services such as portfolio management, consulting, and financial planning. The firm employs a range of investment strategies and provides both execution and advisory support to institutional and unaffiliated advisors.

Diana Sol is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America N.A., Citigroup, and Wells Fargo. She is based in Coral Gables, FL. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor, managing billions in assets across equity, balanced, and fixed income strategies.

Tama Zaydon is a financial advisor with Oppenheimer in Miami, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves on the board of St. Jude Children's Hospital and is a trustee for both The John Paul Zaydon Trust and the Phillip George Insurance Trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, with accounts reviewed periodically and cash balances swept into its Advantage Bank Deposit Program.

Sandra Lopes is a financial advisor at Oppenheimer with seven years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer and Morgan Stanley during her career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Cristina Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2019. Prior to joining Oppenheimer, she held positions at Ross Dress for Less, Ana Ansin Inc, and Florida International University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Dorian Gonzalez is a CFP® with 29 years of industry experience and has been with Oppenheimer in Coral Gables, FL since 2007. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.