Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlas Capital Advisors LLC, New York Life Insurance Company, and NYLIFE Securities LLC. He is based in San Francisco, CA. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning, utilizing a range of asset allocation and investment strategies.

James Mccollough is a financial advisor at Oppenheimer in San Francisco, holding a Series 66 credential. He has prior experience as a journalist with the Los Angeles Times and the Pittsburgh Post-Gazette. Outside of his advisory role, he is involved with 25th Street Ventures LLC, a family-managed entity focused on rental property management. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Justin Tao is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, with an emphasis on both strategic and tactical asset allocation.

Ariya Pejouhesh is a financial advisor at Oppenheimer with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he manages several rental properties in Sacramento, California. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Jeffrey Ahrens is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of his personal living trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, using strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Ron Guidi is a financial advisor with Oppenheimer in San Francisco, holding Series 63 and Series 66 designations and over 26 years of industry experience. His prior roles include positions at Rockefeller Capital Management, Rockefeller Financial LLC, Liberty Group, and Robertson Stephens. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a range of advisory programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets.

Maria Pejoro is a financial advisor at Oppenheimer with 32 years of industry experience. She holds a Series 63 designation and has worked at firms including 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-out, menu planning, and recipe testing, and has handled accounting and invoicing for a real estate agent. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a broad range of advisory and consulting services. The firm employs varied investment approaches across multiple programs, managing approximately $36.7 billion in assets as of the end of 2025.

Robert Berston is a financial advisor with Oppenheimer in San Francisco, holding a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he held various roles at the University of California, Santa Cruz, and Eddie Bauer LLC. Outside of finance, he is involved in event catering with Cow Hollow Catering. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of year-end 2025.

Sheldon Freisinger is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer & Co. Inc since 2011. He serves as the sole surviving trustee of the Sheldon Freisinger & Myra Freisinger Trust. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and emphasizes both commission-based and asset-based fee structures, managing approximately $36.7 billion in assets as of December 31, 2025.

Wayne Zhong is a CFA® charterholder with 21 years of industry experience. He is currently with Oppenheimer in San Francisco and has previously worked at J.P. Morgan Securities, JP Morgan Chase Bank, and UBS Financial Services. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Alan Gibbs is a financial advisor at Oppenheimer with 30 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 2008. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation across multiple asset classes.

Eric Schulkin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2018. He previously worked at Gerber Kawasaki, Inc. and LPL Financial, both from 2014 to 2018. Outside of his advisory role, Schulkin serves as a trustee on the board of the Drew School, a registered 501(c)(3) nonprofit in San Francisco. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as portfolio management, consulting, and financial planning. The firm employs various investment approaches depending on the program, ranging from strategic asset allocation to tactical manager selection, and manages approximately $36.7 billion in assets under management as of December 31, 2025.

Michael Paganucci is a financial advisor at Oppenheimer with 17 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2020. His prior experience includes positions at Ameriprise Financial Services and Morgan Stanley in both private banking and Smith Barney divisions. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Mitchell Hickey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2015. He holds Series 63 and Series 65 licenses and is based in Novato, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Hance Smith is a financial advisor at Oppenheimer with two years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2022. Prior to his advisory role, he was involved with Stanford Baseball Camps in 2022. Oppenheimer serves a wide range of clients, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Elisabeth Sorensen is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Alexander Joseph is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a co-trustee for several family trusts. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Brian Murphy is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003. He serves on the board of directors of the Hibernian Newman Club of San Francisco, a local charity. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a range of investment management programs, consulting, and retirement services, employing strategic and tactical asset allocation alongside various investment vehicles.

David Carey is a financial advisor at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for several family-related trusts and is a trustee for The Compassionate Friends Foundation, a nonprofit supporting families who have lost loved ones. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a range of investment strategies to meet client objectives.

Michael Malik is a financial advisor at Oppenheimer with 27 years of industry experience. He has held roles at Oppenheimerfunds Distributor Inc and Columbia Management Investment Distributors prior to his current position. Malik is a member of Provisors and BNI, participating in these professional groups outside of his advisory work. 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, employing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Rhonda Richardson is a financial advisor at Oppenheimer in San Francisco, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Oppenheimer in 2019, she was self-employed for two years and worked at Everett Graphics for eight years. She is a member of the Board of Members for Tahoe Paperboard Company LLC, a paper processing business, where she participates in meetings and document signing on a limited basis. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions, with a unique structure that includes commission-based advisory programs and qualified custodian services.

Nilamber Shrestha is a financial advisor with Oppenheimer in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.

David Holmes is a financial advisor with Oppenheimer who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Oppenheimer. Outside of his advisory role, he is a 25% partner in a rental property business. Oppenheimer serves individual and institutional clients with a range of advisory programs, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Nicholas Sterling is a CFP®-certified financial advisor with nine years of industry experience, currently with Oppenheimer. He has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. Outside of his advisory role, he is a founding member of Texas Emerging Leaders and works as a fly fishing guide for Napa Valley Fly Guides. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to different programs and advisors.