Philip Blaxton is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Edward Jones. Based in St. Louis, MO, he joined Oppenheimer in 2025. Oppenheimer serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services, employing strategic asset allocation and various investment vehicles tailored to client objectives.

Joseph Sell is a Series 66-licensed financial advisor at Oppenheimer with seven years of industry experience. He previously worked at Edward Jones for six years and Select Marketing for seventeen years. Based in St. Louis, MO, Sell has been with Oppenheimer since 2024. 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 focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, supporting both discretionary and non-discretionary accounts.

David Naert is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets since the mid-1990s. 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 strategies, with a distinctive role as a qualified custodian and a notable use of commission-based advisory programs.

Richard Stocke Jr. is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Oppenheimer since 2003. In addition to his advisory role, he serves as trustee for multiple family trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic asset allocation, manager selection, and various investment strategies, offering both discretionary and non-discretionary management programs.

Jack Cantalin is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, and TD Ameritrade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

David Wiese is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021. Prior to that, he was with TD Ameritrade and has experience in both financial services and retail sectors. 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 a range of strategies including strategic and tactical asset allocation, with a distinctive approach that includes both discretionary and non-discretionary account management.

Jackie Abels is a financial advisor at Oppenheimer with 32 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-trustee managing a private trust with her spouse. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies, with customized investment policy statements and regular account reviews.

Constantinos Livaditis is a financial advisor at Oppenheimer in St. Louis, MO, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Barry-Wehmiller, and Carrollton Bank. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary solutions tailored to client objectives.

Daniel Findley is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. He serves as co-trustee of the Daniel P. & Catherine D. Findley Revocable Living Trust. 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 a variety of mutual fund, ETF, fixed-income, and equity strategies.

Daniel Vatterott is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 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, using strategic and tactical asset allocation alongside various investment strategies.

Joseph Waris is a financial advisor at Oppenheimer with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Fidelity Investments, and TD Ameritrade Charles Schwab. Outside of finance, he has experience in the hospitality and service sectors, including positions at Field and Ivy Brewery and Reddoor Grill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches tailored to different programs and manages approximately $36.7 billion in assets.

Phillip Sprague is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that combines strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Linda Richards is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Edward Jones. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a range of investment strategies, operating both discretionary and non-discretionary programs.

Denanne Heil is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. She is based in Edwardsville, Illinois. 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, combining strategic and tactical asset allocation with various investment strategies and financial planning.

Richard Levey is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He also serves as a trustee of several family-related trusts. 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 focus on strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

John Luby Jr. is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2022, following an 11-year tenure at UBS Financial Services. Based in St. Louis, MO, he provides advisory services through Oppenheimer’s platform. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm uses strategic asset allocation and manager selection across various investment vehicles, maintaining client objectives through documented investment policy statements and periodic reviews.

Robert Barnes Jr. is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He serves as a trustee of Mothers Trust. Oppenheimer provides a range of advisory and brokerage services to individuals, corporations, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, offering both discretionary and non-discretionary management programs.

Richard Steinbach is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fahnestock & Co., Inc. since 1990. Based in St. Louis, MO, he has a long-standing career in financial services. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, supporting both discretionary and non-discretionary accounts.

Stephen Heil is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2021. Prior to that, he held multiple roles at Morgan Stanley from 2013 to 2021, including positions with Morgan Stanley Private Bank. 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 financial planning. The firm employs strategic and tactical asset allocation and serves as a qualified custodian, providing both discretionary and non-discretionary management programs.

Jena Daake is a financial advisor at Oppenheimer with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and AT&T. She has been with Oppenheimer since 2021. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services including investment management, consulting, and financial planning, employing strategic and tactical asset allocation with periodic account reviews.

Zachary Naert is a financial advisor at Oppenheimer with three years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2019, with a brief period of employment outside the firm. Prior to his advisory career, he was involved with Ground Shark Coffee and spent time at the University of Missouri. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, using strategic asset allocation and a range of investment vehicles to construct client solutions.

Shahzeb Shaikha is a financial advisor at Oppenheimer in St. Louis, MO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He was also involved with myDawat.pk for seven years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs and services, including discretionary and non-discretionary portfolio management and financial planning. The firm employs varied investment approaches across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Ryan Maksimovich is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. He has been with Oppenheimer since 2020. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs various investment approaches, including strategic and tactical asset allocation across multiple asset classes, and manages both discretionary and non-discretionary assets.

Timothy Shocklee Jr. is a financial advisor at Oppenheimer in St. Louis, MO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Outside of his advisory role, he has a private investment in a commercial property. 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 financial planning. The firm utilizes strategic asset allocation and manager selection across various investment vehicles, and acts as a qualified custodian with a distinctive mix of discretionary and non-discretionary advisory programs.

Daniel Feichtner is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following nine years at Smith Moore & Co. 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 employs a range of investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Jonathan Honig is a financial advisor with Oppenheimer in St. Louis, MO. He holds the Series 66 designation and has recently transitioned from roles at Evans & Dixon, LLC and multiple positions within Oppenheimer since 2023. Prior to entering the financial industry, he worked in education at the University of Missouri-Columbia, Christian Brothers College High School, and Washington Middle School. 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, utilizing strategic asset allocation and manager selection across various investment vehicles with both discretionary and non-discretionary management programs.

Peter Palumbo is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2007. Outside of his advisory role, he serves as chairman of the Marquette Club. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services that incorporate strategic asset allocation, manager selection, and retirement planning.

Douglas Faupel is a financial advisor with Oppenheimer & Co. Inc in Chesterfield, MO, holding a Series 66 designation and 21 years of industry experience. He has been with Oppenheimer since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, 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, manager selection, and a variety of investment strategies to meet client objectives, with a distinctive approach that includes both discretionary and non-discretionary management and roles as a qualified custodian.

Carrie Meyer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, while also acting as a qualified custodian.

David Lazarus is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He is based in St. Louis, MO. 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.

Michael Mccarthy Sr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2003. 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 with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment vehicles tailored to client objectives.

Koltyn Schilly is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade and Charles Schwab, as well as an early career position at the University of Missouri St. Louis. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs, including portfolio management, consulting, and financial planning. The firm offers both discretionary and non-discretionary investment approaches and supports institutional and unaffiliated advisors through consulting and retirement services.

Kathleen Palumbo is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. She serves as trustee for both her personal trust and her late husband's credit shelter trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to develop client solutions, with a notable role as a qualified custodian and a mix of commission-based and advisory programs.

Christopher Smith is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and affiliated entities from 2017 to 2024. 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 uses strategic and tactical asset allocation alongside various investment products to build client portfolios, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management approaches.

Brenda Obrien is a financial advisor at Oppenheimer with 33 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 66 registrations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, with client objectives documented in investment policy statements and accounts reviewed periodically.

Rickey Bellew Jr. is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. His career includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial, Edward Jones, Fisher Investments, and SCOTTRADE. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with 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 late 2025.

Christina Voigt is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and is based in St. Louis, MO. Christina has been associated with Oppenheimer & Co. Inc since 1997. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies while acting as a qualified custodian and providing both commission-based and fee-based advisory programs.

Douglas Standish is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Raymond Faupel is a financial advisor at Oppenheimer with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Aaron Deterding is a CFP®-certified financial advisor with 12 years of industry experience, currently with Oppenheimer. He has worked at several firms including Larson Financial Group, TD Ameritrade, and Scottrade. Based in St. Louis, MO, Deterding holds Series 63 and Series 66 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and multiple investment strategies tailored to client objectives.

Susan Wesselmann is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and a range of investment strategies.