Susan Vitkus is a financial advisor at Oppenheimer with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs that include portfolio management, consulting, and financial planning. The firm employs various investment approaches across equity, balanced, and fixed income strategies and manages both discretionary and non-discretionary assets.

Christopher Mccann is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co Inc since 2012. Based in New York, NY, he is part of a large team of advisors at the firm. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation and a variety of investment strategies to meet client objectives.

Kole Schleimer is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Outside of his advisory role, he is involved with K&S Solutions LLC and Cleat Shield LLC, and previously taught at Kean University. 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 manages assets through various investment vehicles, maintaining a range of discretionary and non-discretionary programs.

Joaquin Canto is a financial advisor at Oppenheimer with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is based in New York, NY. 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 along with diversified investment strategies tailored to client objectives.

Patrick Locke is a CFA® charterholder with 21 years of industry experience. He has been with Oppenheimer & Co Inc since 2017, following three years as a self-employed advisor. Based in New York, NY, he holds the Series 63 designation. 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 vehicles to meet client objectives.

Guillermo Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and is based in Jersey City, NJ. Gonzalez has been with Oppenheimer since 2000. 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, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment products to meet client objectives.

William Reif is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2019. His prior experience includes roles at Emory University, Bank of Montreal, KMF Companies, and Cedar Hill Country Club. Oppenheimer serves a diverse 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, manager selection, and various investment strategies tailored to client objectives.

Caitlyn Berry is a financial advisor at Oppenheimer with four years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and TotalCareIT. Berry has experience across both wealth management firms and financial services technology. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Philip Gullo is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors and AXA Advisors. He is a trustee of an irrevocable family trust unrelated to his advisory activities. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm constructs client solutions using strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

David Fleming is a Series 66-licensed financial advisor with 29 years of industry experience. He has worked at Oppenheimer since 2022 and previously spent seven years with Stifel. 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’s investment approach includes strategic and tactical asset allocation across various strategies and provides both execution and advisory support to institutional and unaffiliated advisors.

Kenneth Smalley is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Oppenheimer in New York, NY. He has over a decade of experience in the financial industry, with prior roles at StoneX Group Inc, BTIG LLC, and Seaport Global Securities 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 financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, while also acting as a qualified custodian and providing both discretionary and non-discretionary advisory programs.

Thomas Shearer is a financial advisor at Oppenheimer with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Goldman, Sachs & Co., Morgan Stanley, ICR, and The Marquee Group. 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 retirement services. The firm’s investment approach varies by program and advisor, utilizing strategic and tactical asset allocation across equity, balanced, and fixed income strategies.

Zachary Visconti is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has prior experience that includes roles at Jacobs Solutions and Fordham University. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans. The firm offers various advisory programs and services ranging from portfolio management to consulting and retirement services, employing multiple investment approaches tailored by program and advisor.

Amanda Adamczyk is a financial advisor at Oppenheimer with 13 years of industry experience. She holds a Series 63 designation and has been with Oppenheimer since 2015. Oppenheimer serves individual, corporate, pooled vehicle, and retirement plan clients with a broad range of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches across multiple strategies and had approximately $36.7 billion in assets under management as of December 31, 2025.

Jenny Chan is a financial advisor at Oppenheimer with 13 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2004. 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 discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning.

Nicola Brancato is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Oppenheimer, he has been involved with Project Bullies LLC since 2021 and worked at Microcenter from 2020 to 2021. 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’s investment approach varies by program and advisor and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing, managing approximately $36.7 billion in assets as of the end of 2025.

Brian Nagel is a CFA® charterholder with 26 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 provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Mario Kustera is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, following three years at Morgan Stanley. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a mix of strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Zhiyu Jiang is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Oppenheimer since 2021 and previously held positions at Moody's Investors Service, Navigant Consulting, Inc., and Columbia University. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client portfolios, with a distinctive focus on both discretionary and non-discretionary advisory programs.

Eric Gregerson is a financial advisor at Oppenheimer in Minneapolis, MN, with 28 years of industry experience. He holds Series 63 and Series 66 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 alongside various investment strategies to meet client objectives.