Daniel Waskiewicz is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. He holds the Series 66 designation and operates out of Frankenmuth, MI. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a diverse range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a focus on strategic asset allocation, manager selection, and tailored performance reporting.

Byron Swarts is a financial advisor at Oppenheimer with 14 years at the firm and 11 years of industry experience. He 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 IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Douglas Kline is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory work, he is a partner and landowner involved in farmland rental. Oppenheimer serves individuals, corporations, and various institutional clients with a broad range of investment programs including asset management, consulting, and retirement services. The firm manages both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies, and maintains custody of client assets while operating its broker-dealer and advisory businesses.