Ian Zaffino is a CFA® charterholder with 28 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management, utilizing strategic and tactical asset allocation along with a range of investment vehicles.

Alan Derose is a financial advisor with Oppenheimer, holding 40 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside a range of investment products, with a focus on both discretionary and non-discretionary management.

Rupesh Parikh is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 63 license and acts as a trustee for the Parikh Insurance Trust, a family trust with responsibilities related to insurance and investments. 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 with a variety of investment vehicles and acts as a qualified custodian for client assets.

Patrick Schuchard is a CFA® charterholder with 16 years of industry experience. He has been with Oppenheimer since 2011. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Carol Mccann is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Ari Wald is a CFA® charterholder with 20 years of industry experience and has been with Oppenheimer since 2014. He serves as Head of Technical Analysis at the firm and is applying for a board position at the CMT Association, a nonprofit focused on technical analysis education and practice, where he has been involved for over a decade. 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, manager selection, and a variety of investment strategies, with a distinct approach that includes both discretionary and non-discretionary management and roles as a qualified custodian.

Ozan Volkan is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Fahnestock & Co., Inc. since 2003. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering various portfolio management and consulting programs. The firm employs diverse investment approaches, including strategic and tactical asset allocation, manager selection, and rebalancing, and manages approximately $36.7 billion in assets as of December 31, 2025.

Peter Cadaret is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Oppenheimer and Oppenheimer Asset Management Inc. since 2003. 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 a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Robert Lowenthal is a financial advisor at Oppenheimer with 25 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 1999, also serving at Freedom Investments, Inc. since 2018. Outside of his advisory role, he serves as a director for Buzzbox Beverages, Inc. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, supporting both discretionary and non-discretionary investment management programs.

Bryan Tudor is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Based in New York, NY, he serves a diverse client base through his role at Oppenheimer. Oppenheimer provides advisory and brokerage services to individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm uses strategic and tactical asset allocation, manager selection, and various investment strategies to develop client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Brian Ocampo is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Barrington Media Group. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Brigid Donnelly is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc. since 2005. Donnelly serves on the Iona University Alumni Association Board, participating in board and university activities outside of work hours. Oppenheimer serves a broad 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 uses strategic and tactical asset allocation and various investment vehicles to tailor client solutions.

Gary Harrington is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Oppenheimer since 2011. Outside of his advisory role, he is a non-managing member of a family-owned entity that holds inherited land and minerals. Oppenheimer serves a diverse client base, including individuals, corporations, and retirement plan fiduciaries, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with client accounts reviewed periodically.

Robert Davis is a financial advisor at Oppenheimer with 27 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Elio Benvenuto is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2021, he worked at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual, and also has experience in academic roles at Salem State University. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

John Stoltzfus is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. In addition to his advisory role, Stoltzfus is a part-time adjunct professor teaching economics at New York University’s School of Continuing and Professional Studies, a position he has held since 2008. He is also involved as a musician in a private entertainment venture. 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 and tactical asset allocation with various investment vehicles and provides both discretionary and non-discretionary management programs.

Daniel Sullivan is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at FINRA, Bank of America, and Merrill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches, including strategic and tactical asset allocation across various asset classes, managing approximately $36.7 billion in assets as of December 31, 2025.

Edita Raslova is a CFA® charterholder with 19 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent six years at Foresters Financial Services, LLC. Raslova holds a Series 63 license and is based in Metuchen, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

John Gavigan is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Oppenheimer since 2021. 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 a range of strategies including asset allocation and manager selection, and acts as a qualified custodian with distinctive features like commission-based advisory programs and non-discretionary asset management.

John Hyland is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.