Mario Kustera is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Oppenheimer since 2018, following three years at Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer that serves 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 both discretionary and non-discretionary account management.

Zhiyu Jiang is a CFA® charterholder and financial advisor at Oppenheimer with four years of industry experience. Prior to joining Oppenheimer, Jiang worked at Moody's Investors Service, Navigant Consulting, Inc., and Columbia University. He is based in New York, NY. 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 investment approaches spanning equity, balanced, and fixed-income portfolios.

Eric Gregerson is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2014, following a brief tenure at UBS Financial Services. 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 across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Edward Harrington is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Oppenheimer 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 programs and advisory services, including strategic and tactical asset allocation, manager selection, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Adam Sands is a CFA® charterholder with 16 years of industry experience. He is currently with Oppenheimer, where he has worked since 2023. His prior roles include positions at Lument (ORIX Real Estate Capital), STIFEL, First Empire Securities, Inc., Incapital LLC, and Kimberlite Advisors LLC. 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 across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management while maintaining custody of client assets.

Brian Roth is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Oppenheimer since 2005. Outside of his advisory role, Roth serves as president on the board of directors for his residential co-operative, Fox-Co-op. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts with a focus on strategic asset allocation and manager selection.

Thea Vunk is a financial advisor at Oppenheimer with five years of industry experience. She holds the Series 66 designation and previously worked at Cravath, Swaine & Moore and New England Country Foods. Her background also includes roles in education and the hospitality industry. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs covering equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

James Johnson is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 63 designation and has been with Oppenheimer since 2013. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Domenick Pugliese is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer & Co. Inc. since 2018 following two years at Markets Group. 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 wide range of programs and advisory services across various asset classes, utilizing both discretionary and non-discretionary approaches.

Erica Eiler is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. She holds the Series 63 designation and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. 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.

Zhihua Yang is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. He holds the Series 63 designation and is based in New York, NY. 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 wide range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

Christian Kosik is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fahnestock & Co., Inc., a division of Oppenheimer, 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 offers a wide range of programs and services, including asset management, consulting, and retirement planning, with a focus on both discretionary and non-discretionary account management.

Jeffrey Nass is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation. He has recently begun his career in the industry, with experience starting in 2024. His prior work includes roles outside of finance, such as at the JCC of Mid Westchester and Ethical Culture Fieldston School. 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 and consulting services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Kjeld Engberg is a financial advisor at Oppenheimer with 17 years of industry experience. He holds the CFA® designation and Series 66 license. His prior roles include positions at Deutsche Bank Securities, Credit Suisse Securities, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Suraj Kalia is a CFA® charterholder based in New York, NY, with 22 years of industry experience. He has worked at Oppenheimer since 2019 and previously spent seven years at Northland Securities, Inc. 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 and services including asset management, consulting, and retirement planning across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary account management.

Matthew Hershenhorn is a CFA® charterholder with 10 years of industry experience, currently advising at Oppenheimer & Co. Inc since 2016. Based in New York, NY, he is also a member of the band "Exile on Broad Street," performing as a musician in his spare time. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of investment and consulting services through both discretionary and non-discretionary approaches. The firm provides portfolio management across equities, balanced, and fixed-income strategies, with emphasis on asset allocation, manager selection, and ongoing account monitoring.

Arif Lallmohamed is a financial advisor at Oppenheimer with a Series 66 designation and one year of experience in the industry. His background includes roles at Wells Fargo Advisors and New York Tribeca Group, as well as prior positions within the NYC Department of Education and other organizations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers various programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Dylan Maziarz is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Gian-Grasso & Tomczak P.C., and Doordash. He has also worked in academic settings, including Loyola University of Maryland and St. Joseph's Preparatory School. 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 and advisory services that encompass equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Matthew Nirenberg is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Based in New York, NY, he holds the Series 63 designation. Oppenheimer is a registered investment adviser and broker-dealer that serves 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 equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Connor Cassidy is a financial advisor at Oppenheimer with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.