Louis Conyard III is a financial advisor at Oppenheimer with 41 years of industry experience. He has held positions at Oppenheimer since 2010 and previously worked at Morgan Stanley and Citigroup Global Markets. Conyard 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 provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Michael Napier is a CFP® with over 32 years of experience in the financial industry. He has worked at Oppenheimer & Co. Inc since 2018 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Seattle, WA. 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 programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches to portfolio management.

Cole Bonipart is a CFP® with three years of industry experience, currently serving as a financial advisor at Oppenheimer in Seattle, WA since 2022. His prior roles include positions at Progeny 3 Inc. and multiple engagements at Sand Point Country Club, as well as experience with Gonzaga University and Seattle Preparatory School. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs and advisory services spanning equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Dean Pickett is a financial advisor with Oppenheimer in Seattle, WA, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has worked at Oppenheimer since 2017 and has been active in the financial services sector since 2007, including a tenure at Morgan Stanley. 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 programs and services that include discretionary and non-discretionary portfolio management, consulting, and retirement services across equity, balanced, and fixed-income strategies.

James White is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Bank of America, Merrill, and Morgan Stanley prior to joining Oppenheimer in 2017. He is based in Seattle, WA. 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 discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Steven Stapley is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. 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 programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options.

David Madia is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, Edward Jones, and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Ryan Watts is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. His background also includes work in education and community engagement roles in Seattle. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs with a focus on strategic and tactical asset allocation, manager selection, and comprehensive portfolio monitoring.

David Seidel is a financial advisor with Oppenheimer based in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent 18 years at Merrill. Outside of his advisory work, he serves as a volunteer officer of the Bellevue Toastmasters Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

David Pickett is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities for over 25 years before joining Oppenheimer in 2017. He previously served as a board member of a ballet organization but has had no association since 2010. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs, including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Ashwin Pathare is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following three years with Morgan Stanley and Morgan Stanley Private Bank. 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 and advisory services across various portfolio types, employing both discretionary and non-discretionary approaches.

Serafin Aquino is a financial advisor at Oppenheimer with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Oppenheimer since 2006, following an 11-year tenure at Merrill. 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 strategic asset allocation and manager selection, with a notable portion of assets managed on a non-discretionary basis.

Kevin Daniel Jr. is a CFP®-certified financial advisor with over 31 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent significant time at Merrill and Bank of America. Outside of his advisory role, he contributes annually to a business school board, supporting near-graduates with networking and engaging in community business events. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory programs that encompass equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management strategies.

Kimber Woods is a CFP® professional with 25 years of industry experience, currently serving at Oppenheimer since 2011. Prior to Oppenheimer, Woods worked at Wedbush Securities, UBS Financial Services, and Piper Sandler & Co. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory options.

Robert Tolstykh is a financial advisor with Oppenheimer in Seattle, WA, holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at Mariner Wealth Advisors, Pacific Portfolio Consulting, Morgan Stanley, UBS Financial Services, Newport Group, and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services delivered on both discretionary and non-discretionary bases, with a notable emphasis on maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Daniel Seidel is a Series 66-licensed financial advisor with Oppenheimer & Co. Inc in Seattle, WA, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Seidel has a minor involvement as a landlord. 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, retirement services, and financial planning with discretionary and non-discretionary account management.

Duane Larue is a financial advisor with Oppenheimer in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Citigroup Global Markets for 14 years before joining Oppenheimer in 2009. 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 programs that include asset management, consulting, and retirement services, with advisory strategies encompassing equity, balanced, and fixed-income portfolios delivered through discretionary and non-discretionary approaches.

David Wright is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including D.A. Davidson & Co., Wells Fargo Clearing, Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. 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 broad range of programs, including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary investment approaches.

Xingdi Zhou is a CFP® and Series 66 credentialed advisor with five years of industry experience. She is currently with Oppenheimer and previously worked at Baird and operated Dragon Accents LLC, a life coaching and translation service, where she provides ontology-based coaching on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, including discretionary and non-discretionary portfolio management and consulting, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

Gary Takacs is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes positions at CIBC World Markets Corp., Fahnestock & Co. Inc., and Oppenheimer Asset Management Inc. Outside of his advisory duties, he serves as co-trustee of a revocable trust established with his spouse. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs that include discretionary and non-discretionary investment management, consulting, and retirement services, with an emphasis on strategic asset allocation, manager selection, and suitability reviews.

Lucas Seidel is a financial advisor at Oppenheimer with Series 66 credentials and one year of industry experience. He has previously worked in roles outside the financial sector, including seven years at Skis Painting. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering programs such as asset management, consulting, and retirement services through both discretionary and non-discretionary arrangements. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses.

Kirk Davis is a financial advisor with Oppenheimer in Seattle, WA, holding Series 65 and Series 66 credentials and two years of industry experience. He previously worked at Bank of America for 40 years before joining Oppenheimer. Outside of his advisory role, he serves as treasurer for the Bix Men Pedestrian Safety Foundation, a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, and charitable organizations. 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 approaches.

Robert Haynie is a CFP® with 27 years of industry experience. He has worked at Oppenheimer since 2008, following periods at Merrill and Ernst & Young Investment Advisers LLP. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including high net worth individuals, corporations, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both strategic and tactical asset allocation approaches.