Richard Cheung is a financial advisor at Oppenheimer with seven years of industry experience and a Series 65 credential. His prior roles include a 15-year tenure at Alternative Investment Group and two years at Truist. 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 including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Ian Zaffino is a CFA® charterholder with 28 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2004 and is based in New York, NY. 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 and advisory services, including discretionary and non-discretionary portfolio management, with a focus on strategic asset allocation, manager selection, and tailored consulting and retirement planning.

Alan Derose is a financial advisor with Oppenheimer in New York, NY, holding 41 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as 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 both discretionary and non-discretionary management options.

Rupesh Parikh is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 63 designation and is based in New York, NY. Outside of his advisory role, he serves as a trustee for an insurance-related family trust. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

Patrick Schuchard is a financial advisor at Oppenheimer with 16 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2011, he worked at Principal Financial Services and Fidelity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment programs and advisory services including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses.

Carol Mccann is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2017, following a one-year tenure at 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 wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting and retirement services delivered on both discretionary and non-discretionary bases.

Ari Wald is a financial advisor at Oppenheimer in New York, NY, with 21 years of industry experience. He holds the CFA® designation and Series 63 license and has been with Oppenheimer since 2014. Wald is applying for a board position at the CMT Association, a nonprofit focused on technical analysis education, where he has been actively involved for over a decade as head of technical analysis at Oppenheimer. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and other entities through a range of advisory and brokerage services, offering equity, balanced, and fixed-income portfolios with discretionary and non-discretionary management options.

Ozan Volkan is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fahnestock & Co., Inc. since 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 investment programs and advisory services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and tailored performance reporting.

Peter Cadaret is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer and Oppenheimer Asset Management Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Robert Lowenthal is a Series 66-registered advisor with Oppenheimer who has 25 years of industry experience. He has been with Oppenheimer since 1999 and also has experience at Freedom Investments, Inc. since 2018. He serves as a director of Buzzbox Beverages, Inc. 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 advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Bryan Tudor is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2002. 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 range of programs covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management, maintaining custody of client assets while operating multiple advisory and broker-dealer services.

Brian Ocampo is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Morgan Stanley and Barrington Media Group. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Brigid Donnelly is a financial advisor at Oppenheimer with 21 years of industry experience. She has held her current position at Oppenheimer & Co. Inc. since 2005. Donnelly serves as a board member of the Iona University Alumni Association, participating in board and university activities outside of work hours. 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 advisory programs encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

Gary Harrington is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Oppenheimer since 2011. Harrington holds Series 63 and Series 66 designations. Outside of his advisory role, he is a non-managing member of a family-owned entity that holds inherited land and minerals. 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 that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Robert Davis is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Oppenheimer since 2005, with prior positions at Morgan Stanley Dw Inc., Advest, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing both discretionary and non-discretionary investment strategies across equity, balanced, and fixed-income portfolios.

Elio Benvenuto is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, Northwestern Mutual, and in educational roles at Salem State University. 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 variety of programs and advisory services, including strategic and tactical asset allocation with both discretionary and non-discretionary management options.

John Stoltzfus is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Outside of his advisory role, Stoltzfus is a part-time adjunct professor at New York University’s School of Professional Studies, where he teaches finance courses in the evenings. He is also involved as a musician with Exile on Broad Street. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

Daniel Sullivan is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has previously worked at Finra, Bank of America, Merrill, Worldwide Express, and MSI 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 range of programs including asset management, consulting, retirement services, and financial planning, with advisory services covering equity, balanced, and fixed-income portfolios using strategic and tactical allocation approaches.

Edita Raslova is a CFA® charterholder with 19 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent six years with Foresters Financial Services, LLC. Raslova holds a Series 63 license and is based in New York, NY. 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 and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary management.

John Gavigan is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021, following 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, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.