Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. 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 including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.

James Mccollough is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked in journalism for the Los Angeles Times and Pittsburgh Post-Gazette. Outside of advisory work, he co-manages a family rental property through a personal LLC. 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 advisory services, including discretionary and non-discretionary portfolios, consulting, and retirement services.

Justin Tao is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and UBS International Inc. before joining Oppenheimer in 2026. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a wide range of investment programs and advisory services that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm also maintains custody of client assets and operates commission-based advisory programs alongside its advisory business.

Ariya Pejouhesh is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. Pejouhesh manages several rental properties outside of his advisory role. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of discretionary and non-discretionary investment programs that include equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Jeffrey Ahrens is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Gunnallen Financial, Inc. and Piper Sandler & Co. He holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a trustee of his personal living trust. 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 advisory services, including discretionary and non-discretionary management, with a notable share of assets managed on a non-discretionary basis.

Ron Guidi is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Capital Management, Rockefeller Financial LLC, Liberty Group, Robertson Stephens, Deutsche Bank Securities, and other firms. 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 wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Maria Pejoro is a financial advisor with Oppenheimer in San Francisco, California, holding a Series 63 designation and 32 years of industry experience. Her prior work includes roles at Bay Hills Capital Management, iCapital Wealth LLC, Cantella & Co., Inc., Raymond James & Associates, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of finance, she has worked as a pastry consultant involved in restaurant build-outs and menu planning. 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 provides a range of advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches tailored to client objectives.

Robert Berston is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held various roles including multiple positions at the University of California, Santa Cruz. Outside of finance, he works part-time with Cow Hollow Catering. 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 investment and consulting services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Sheldon Freisinger is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves as the sole surviving trustee of the Sheldon Freisinger & Myra Freisinger Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management and financial planning, with advisory services that include strategic asset allocation and manager selection across various portfolio types.

Wayne Zhong is a CFA® charterholder with 22 years of industry experience. He is currently with Oppenheimer in San Francisco, where he has worked since 2022. His prior experience includes roles at J.P. Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and 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 broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Alan Gibbs 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 2008, following 11 years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and consulting services, managing both discretionary and non-discretionary portfolios across various asset classes.

Eric Schulkin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Oppenheimer. He has worked at Oppenheimer since 2018, and previously held roles at Gerber Kawasaki and LPL Financial. He serves as a trustee on the board of Drew School, a nonprofit educational organization. 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 investment and financial planning services, with an emphasis on both discretionary and non-discretionary account management.

Michael Paganucci is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Based in San Francisco, CA, he has been with Oppenheimer since 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs with both discretionary and non-discretionary advisory services, focusing on strategic and tactical asset allocation, manager selection, and customized retirement and consulting engagements.

Mitchell Hickey is a CFP® professional with 12 years of industry experience, currently serving at Oppenheimer since 2015. He holds Series 63 and Series 65 registrations and is based in San Francisco, CA. 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 including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment solutions.

Hance Smith is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, he worked in various roles including a position with Stanford Baseball Camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement accounts. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Elisabeth Sorensen is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. The firm serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Oppenheimer provides investment advisory and broker-dealer services with programs spanning equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary management.

Alexander Joseph is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at UBS Financial Services for five years. His credentials include Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs through a broad range of advisory and brokerage services. The firm offers programs including asset management, consulting, retirement services, and financial planning across discretionary and non-discretionary platforms.

Brian Murphy is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Murphy serves on the board of directors of the Hibernian Newman Club of San Francisco, a local charity. 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 across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary services with strategic asset allocation and manager selection.

David Carey is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Oppenheimer since 2003 and was previously employed by CIBC World Markets Corp. from 1998 to 2003. He serves as a trustee for several family-related trusts and is a trustee for The Compassionate Friends Foundation, a nonprofit supporting families that have lost loved ones. 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 encompassing asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Michael Malik is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Oppenheimerfunds Distributor Inc, and Strong Capital Management Inc. Outside of his advisory work, he is a member of Provisors and a chapter member of BNI, both non-investment-related networking groups. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Rhonda Richardson is a financial advisor at Oppenheimer in San Francisco, CA, holding Series 63 and Series 66 credentials with seven years of industry experience. She has worked at Oppenheimer since 2019 and was previously self-employed from 2017 to 2019. Outside of advising, she serves on the Board of Members for Tahoe Paperboard Company LLC, a paper processing business, where she participates in occasional meetings and administrative duties. 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 variety of advisory programs encompassing equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Nilamber Shrestha is a financial advisor at Oppenheimer with 37 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Morgan Stanley DW Inc. from 1998 to 2005. He holds Series 63 and Series 65 licenses. 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 across equity, balanced, and fixed-income portfolios, emphasizing both discretionary and non-discretionary advisory services.

David Holmes 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 Raymond James & Associates, Deutsche Bank Securities Inc., and UBS Financial Services. Outside of his advisory role, Holmes is a 25% partner in a rental real estate business. 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 provides a range of investment programs and advisory services utilizing both discretionary and non-discretionary strategies, with a notable emphasis on maintaining custody of client assets while operating integrated broker-dealer and advisory businesses.

Nicholas Sterling is a CFP® with nine years of industry experience, currently advising at Oppenheimer. His prior roles include positions at JP Morgan Chase Bank and Charles Schwab. Outside of his advisory work, he is a founding member of Texas Emerging Leaders and works as a fly fishing guide with Napa Valley Fly Guides. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services with both discretionary and non-discretionary approaches. The firm manages equity, balanced, and fixed-income portfolios using asset allocation and manager selection strategies while maintaining custody of client assets.