Daniel Erben is a financial advisor with Oppenheimer in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Oppenheimer in 2026, he spent eight years with TD Private Client Wealth LLC and TD Bank N.A., and 13 years with Family Management Corporation and Family Management Securities, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation across multiple asset classes, supporting both discretionary and non-discretionary management styles.

James Forsythe is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles tailored to client objectives.

Gail Litchfield is a financial advisor at Oppenheimer with 23 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney, Merrill, and Wells Fargo Advisors. Oppenheimer serves a diverse client base ranging from individuals to corporations and charitable organizations, offering a variety of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across multiple investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Margaret Slattery is a financial advisor at Oppenheimer with 27 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

John Marshall is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2020, following a 13-year tenure at Stifel. He is also the president of 3 Sons Inc., a corporation formerly owning a wine and spirits store. Oppenheimer serves a wide range of clients, including individuals, corporations, and retirement plan fiduciaries, offering advisory and brokerage services with a focus on strategic asset allocation and manager selection. The firm acts as a qualified custodian and provides both discretionary and non-discretionary investment management programs.

Kenneth Glick is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott and Morgan Stanley Private Bank, National Association. 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, employing strategic and tactical asset allocation alongside various investment strategies.

Luis Abreu is a CFP® with nine years of industry experience, currently serving as a financial advisor at Oppenheimer since 2023. Prior to joining Oppenheimer, he worked at Bank of America and Merrill from 2016 to 2023. 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, with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment vehicles tailored to client objectives.