Heather Ott is a financial advisor at Oppenheimer with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer for 10 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary services, managing equity, balanced, and fixed-income portfolios while maintaining custody of client assets as a qualified custodian.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 1999. He also serves as a trustee of the Peter & Pamela Petropoulos Trust. 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 advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, The Huntington Investment Company, and J.P. Morgan Securities. 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 including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Anthony Ruda is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Oppenheimer since 2018, following eight years at Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a nonprofit chamber music society. 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 programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

William Williams is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Outside of finance, Williams officiates youth hockey games and serves as an off-ice official for the National Hockey League (NHL). Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of advisory programs with services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.