Irwin Mazur is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005, following five years at Morgan Stanley Dw Inc. He serves as a trustee of his personal trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at UBS Financial Services and Ameriprise. Outside of his advisory role, he performs music in public. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, 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 mix of discretionary and non-discretionary management.

Mark Weinberg is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Oppenheimer since 2003 and previously with CIBC World Markets Corp. from 1998 to 2003. 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 across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, manager selection, and customized consulting and retirement services.

Kevin Friedman is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2017, following a brief tenure at Wells Fargo Clearing. Outside of his advisory role, he serves as a Krav Maga instructor for law enforcement and military personnel and is a member of the Tucson Delta Chi Alumni Board. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and various institutional clients. The firm provides a wide range of investment programs and advisory services, including discretionary and non-discretionary management across multiple asset classes, with a distinctive emphasis on custody of client assets and substantial non-discretionary advisory assets.

Devon Silber is a financial advisor at Oppenheimer in Los Angeles, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Oppenheimer in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2019 to 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting, with a notable portion of its assets managed on a non-discretionary basis.

Merrell Siegel is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Morgan Stanley DW Inc. for 22 years. He holds Series 63 and Series 65 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 variety of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Anita Daguilar is a financial advisor at Oppenheimer with 38 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2013, following 12 years at UBS Financial Services. Outside of her advisory role, she is involved in residential real estate. 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 a focus on both discretionary and non-discretionary advisory solutions.

Robert Rosenstock is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His career includes roles at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets Corp., where he has worked since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs across discretionary and non-discretionary platforms, with services that include strategic asset allocation, manager selection, and retirement consulting.

Randy Moshtael is a financial advisor at Oppenheimer with 43 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co., Inc. since 2003, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Bruce Lessinger is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Oppenheimer since 2009, following eight years at UBS Financial Services. 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 broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Judith Gordon is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Oppenheimer since 2003. 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 programs and advisory services across various asset classes, with both discretionary and non-discretionary account management.

Dylan Kraft is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. He joined Oppenheimer in 2026 after a brief tenure at TierOne Financial & Insurance Services. Prior to his advisory roles, he spent several years in educational positions at Arizona State University and at the high school and junior high school levels. 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 programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on maintaining custody of client assets.

Jason Betley is a financial advisor at Oppenheimer with 18 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Morgan Stanley before joining Oppenheimer in 2017. Based in Los Angeles, he has been with his current firm for nine years. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services with both discretionary and non-discretionary account management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Gregory Iglow is a financial advisor at Oppenheimer with 29 years of industry experience. He has held positions at Oppenheimer since 2007, following prior roles at RBC Capital Markets and Prudential Equity Group, LLC. He holds the Series 63 designation and is based in Los Angeles, CA. 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 range of programs with discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios along with consulting and retirement services.

Feng Shen is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, UBS Financial Services, and Merrill. He is involved in managing the investments of his family trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Raymond Lew is a financial advisor at Oppenheimer with 32 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co. Inc. since 2003. Based in Los Angeles, CA, he is affiliated with one of the larger advisory firms in the industry. 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 portfolios covering equity, balanced, and fixed income strategies.

Mark Roman is a financial advisor with Oppenheimer in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent one year with Wells Fargo Clearing. 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 investment programs and services, including discretionary and non-discretionary management, with an emphasis on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Michael Rosenmayer is a financial advisor at Oppenheimer with 33 years of industry experience. He has held positions at Oppenheimer since 2007, following prior roles at RBC Capital Markets and Prudential Equity Group, LLC. He serves as trustee for the Michael H. Rosenmayer 2013 Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individual clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management tailored to client objectives.

Leda Ozmen is a financial advisor at Oppenheimer with 19 years of industry experience. She holds the Series 63 designation and has been with Oppenheimer since 2017, following a year at Wells Fargo Clearing. Based in Los Angeles, CA, she provides advisory services as part of a large enterprise firm. 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, with investment approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.

Tuyun Ra is a financial advisor at Oppenheimer with 25 years of industry experience. She has held roles at Oppenheimer since 2007 and previously worked at RBC Capital Markets and Prudential Equity Group, LLC. She holds the Series 66 designation and is based in Los Angeles, CA. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary accounts, combining strategic asset allocation and manager selection with retirement and financial planning solutions.

Derek Radulski is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at D.A. Davidson & Co., Raymond James, Morgan Stanley, and Citigroup Global Markets. He is based in Los Angeles, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services delivered on both discretionary and non-discretionary bases, with a focus on strategic asset allocation, manager selection, and customized retirement planning.

Sean Meier is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2012. Prior to and concurrently with his current role, he has worked at Global Platinum Securities LLC since 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, retirement consulting, and financial planning.

Reiji Kodama 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 HV Global Group, Inc., Irvine Management Company, and Vistana Vacation Ownership, Inc. His work history also includes six years at Marriott International. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services across discretionary and non-discretionary accounts. The firm manages equity, balanced, and fixed-income portfolios with a focus on strategic and tactical asset allocation, while also maintaining custody of client assets as a qualified custodian.

Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing. 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 programs including asset management, consulting, and retirement services, with advisory accounts managed on both discretionary and non-discretionary bases.

Michael Lemkin is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. He serves as the trustee of an irrevocable spendthrift trust for a family friend, managing investments and distributions in that capacity. 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, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Kevin Salk is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior work includes roles at Cliffwood Partners LLC, Citigroup Global Markets, and CIBC World Markets Corp. Outside of finance, he is a photographer specializing in early 1980s punk rock bands and operates multiple photography-related businesses, including partnerships with galleries and a published book. 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 discretionary and non-discretionary accounts, with a notable focus on custody of client assets and management of both commission-based and non-discretionary advisory programs.