Philip Blaxton is a financial advisor at Oppenheimer based in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and Edward Jones prior to joining Oppenheimer in 2025. 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 including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary arrangements.

Joseph Sell is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Edward Jones and seventeen years at Select Marketing. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

David Naert is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His previous roles include positions at CIBC World Markets and Fahnestock & Co., where he has worked since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm offers a range of programs with discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Richard Stocke Jr. is a financial advisor at Oppenheimer with 29 years of industry experience. He has held his current position since 2003 and previously worked at CIBC World Markets Corp. for one year. He serves as trustee for several family trusts, including one established under his parents' estate and the Stocke Family Revocable Trust. 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 and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jack Cantalin is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and TD Ameritrade. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory services such as strategic asset allocation and retirement consulting on both discretionary and non-discretionary bases.

David Wiese is a financial advisor with Oppenheimer who holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Oppenheimer, TD Ameritrade, Kohl's, and Southern Illinois University Edwardsville. 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 and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Jackie Abels is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 2000 to 2003. Abels also serves as co-trustee of a private family trust managing personal investments. Oppenheimer is a registered investment adviser and broker-dealer that serves a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and employs strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.

Constantinos Livaditis is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Barry-Wehmiller, and Carrollton Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Daniel Findley is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Citigroup Global Markets for 14 years. He also serves as co-trustee of a revocable living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Daniel Vatterott is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Morgan Stanley, and Morgan Stanley Private Bank. He is based in St. Louis, MO. Oppenheimer is a registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of programs including asset management, consulting, and financial planning. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Joseph Waris is a financial advisor at Oppenheimer with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Fidelity Investments, and TD Ameritrade Charles Schwab. Outside of finance, he has experience working in the hospitality and service sectors, including time at Field and Ivy Brewery and Reddoor Grill. 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 with services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary investment approaches.

Phillip Sprague is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent eight years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations, offering a range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Linda Richards is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Morgan Stanley, and Morgan Stanley Private Bank before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm provides a range of discretionary and non-discretionary investment programs and consulting services, maintaining custody of client assets and offering both equity and fixed-income portfolio management.

Denanne Heil is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Raymond James Financial, First Brokerage America, OneAmerica Securities, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Richard Levey is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets Corp. He also serves as a trustee of several family-related trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of investment programs and advisory services, including both discretionary and non-discretionary approaches, with custody of client assets maintained as a qualified custodian.

John Luby Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 23 years of industry experience. His career includes roles at UBS Financial Services, Merrill, and Morgan Stanley before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting tailored to client objectives.

Robert Barnes Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets Corp. He serves as a trustee of Mothers Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Richard Steinbach is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1990. 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 programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting tailored to client objectives.

Stephen Heil is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Oppenheimer since 2021, with prior roles at Morgan Stanley, Morgan Stanley Private Bank, LPL Financial, and 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 discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jena Daake is a financial advisor at Oppenheimer in St. Louis, MO, with 9 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and AT&T. 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 with discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

Zachary Naert is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, with a brief period at Ground Shark Coffee and time associated with the University of Missouri. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Shahzeb Shaikha is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his advisory roles, he was involved with myDawat.pk for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Ryan Maksimovich is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2020, following roles at TD Ameritrade, Scottrade, Wells Fargo Advisors, and Waddell & Reed. Based in St. Louis, MO, Maksimovich has expertise developed across multiple firms in the financial services sector. 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 advisory programs delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection.

Timothy Shocklee Jr. is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009, following a 14-year tenure at Citigroup Global Markets. 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 investment programs delivered on both discretionary and non-discretionary bases, with services that include asset management, financial planning, and retirement consulting.

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, with previous roles at Smith Moore & Co, Morgan Keegan & Company, LLC, and Union Planters Investment Advisors, Inc. 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 variety of programs with discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Jonathan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. His prior work includes positions at Evans & Dixon, LLC, the University of Missouri-Columbia, and various educational institutions. 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 advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Peter Palumbo is a Series 66-licensed financial advisor with Oppenheimer in St. Louis, MO, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as chairman of the Marquette Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, managing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Douglas Faupel is a financial advisor at Oppenheimer & Co. Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. The firm serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and services across equity, balanced, and fixed-income portfolios. Oppenheimer is notable for maintaining custody of client assets as a qualified custodian while operating both broker-dealer and advisory businesses.

Carrie Meyer is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Oppenheimer since 2006 and previously worked at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

David Lazarus is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at CIBC World Markets Corp. and Fahnestock & Co. Inc., where he has worked since 2003. 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 discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation alongside manager selection and ongoing portfolio reviews.

Michael Mccarthy Sr. is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc. since 2003, following a one-year tenure at CIBC World Markets Corp. prior to that. 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 and advisory services across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and periodic portfolio reviews.

Koltyn Schilly is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab. Prior to entering the financial services industry, he held positions outside finance including work at the University of Missouri St. Louis and Rain Tunnel Express Car Wash. 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 advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a focus on asset allocation, manager selection, and ongoing portfolio oversight.

Kathleen Palumbo is a financial advisor at Oppenheimer with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003, following prior roles at CIBC World Markets Corp. and Oppenheimer Asset Management Inc. She serves as trustee for her personal trust and her late husband's credit shelter trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension plans, and charitable organizations. The firm offers a range of programs integrating discretionary and non-discretionary advisory services across various portfolio types and investment strategies.

Christopher Smith is a financial advisor at Oppenheimer with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Northwestern Mutual in wealth management and investment services for six years. Outside of his advisory role, he is involved with CMS Rentals LLC, a business that buys and sells real estate properties. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across equities, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Brenda Obrien is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2003. 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 covering equity, balanced, and fixed-income portfolios through discretionary and non-discretionary management, with consulting and retirement services tailored to client objectives.

Rickey Bellew Jr. is a financial advisor at Oppenheimer with 15 years of industry experience and holds a Series 66 designation. His career includes roles at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial LLC, Edward Jones, Fisher Investments, and Scottrade. He is based in St. Louis, MO. 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 and advisory services using strategic and tactical asset allocation, manager selection, and portfolio reviews, with both discretionary and non-discretionary management.

Christina Voigt is a financial advisor with Oppenheimer and Co. Inc., holding a Series 66 credential and having 10 years of industry experience. She has been with Oppenheimer since 1997. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Douglas Standish is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior experience includes roles at 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 IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary assets under management.

Raymond Faupel is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 56 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1995 to 2003. 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 that include asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Aaron Deterding is a CFP® professional with 13 years of industry experience, currently advising at Oppenheimer in St. Louis, MO. His prior work includes roles at Larson Financial Group, TD Ameritrade, and Scottrade. Oppenheimer serves a broad client base including high net worth individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services. The firm provides diversified investment programs with both discretionary and non-discretionary management, maintaining custody of client assets while operating its multiple business lines.

Susan Wesselmann is a Series 66 licensed advisor at Oppenheimer with 18 years of industry experience. She has been with Oppenheimer since 2003. 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 across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.