Daniel Erben is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2026, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2018 to 2026, and managed family investment entities from 2005 to 2018. 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 programs including asset management, consulting, and retirement services, with advisory oversight that includes both discretionary and non-discretionary account management.

James Forsythe is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, employing strategic and tactical asset allocation along with manager selection in both discretionary and non-discretionary accounts.

Gail Litchfield is a financial advisor at Oppenheimer with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney, Merrill, Wells Fargo Advisors, and UBS Financial Services. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles with a wide range of advisory programs. The firm offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating broker-dealer and advisory businesses.

Margaret Slattery is a financial advisor at Oppenheimer with 28 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years before joining Oppenheimer in 2026. 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 broad range of programs with both discretionary and non-discretionary advisory services, including equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

John Marshall is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel and Ryan Beck & Co. He is listed as president of a corporation formerly owning a wine and spirits store but has no active duties in that role. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Kenneth Glick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes positions at Janney Montgomery Scott, Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. He is based in Saddle Brook, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary management and maintains custody of client assets as a qualified custodian.

Luis Abreu is a CFP® professional affiliated with Oppenheimer and has 10 years of experience in the financial industry. Prior to joining Oppenheimer in 2023, he worked at Bank of America and Merrill from 2016 to 2023. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.