Boca Raton, FL Yamato Office Center Office

Brian Kutsmeda is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including J.P. Morgan Securities, Morgan Stanley, Stifel, Ryan Beck & Co., Wells Fargo Clearing, and Prudential Equity Group. He has been with Oppenheimer since 2014. 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, delivered on both discretionary and non-discretionary bases.

Guibens Youte is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2021. Prior to that, his work experience includes roles at Robert Half, Amazon, and the University of Connecticut. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Mathew Valentine is a financial advisor at Oppenheimer with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory offerings across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Martin Waldman is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 23 years of industry experience. His prior firms include Raymond James & Associates and Northern Trust Securities. He serves as a board member and secretary of the Ferrari Club of America, Palm Beach Chapter, a nonprofit organization for car enthusiasts. 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 services, including discretionary and non-discretionary portfolio management across various asset classes.

Ali Zafar is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Proshares Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs and advisory services, with a notable emphasis on both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Noah Wills is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at several firms, including Raymond James Financial Services and Mass Mutual Life Insurance Company. 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 financial planning services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Jeffrey Rivlin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1998 to 2003. Rivlin serves as a trustee for multiple family trusts and is a general partner in a family partnership focused on managing investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Thomas Avazian is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill, where he spent 31 years. 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 advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Alan Schnall is a financial advisor at Oppenheimer with 39 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Oppenheimer since 2007. 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 that include strategic and tactical asset allocation, manager selection, and consulting on a discretionary and non-discretionary basis.

Elaine Israel is a financial advisor at Oppenheimer with 31 years of industry experience. She holds a Series 63 designation and has worked at Oppenheimer since 2014, following prior roles at Deutsche Bank Securities, Morgan Stanley, and 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Justin Gelbman is a CFP® professional with 21 years of industry experience, currently serving at Oppenheimer since 2006. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a broad range of programs combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable share of assets managed on a non-discretionary basis.

Carey Blecher is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewBridge Securities Corporation, Mora Wm Securities, and LPL Financial, LLC. He has been with Oppenheimer since 2022. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Joseph Orsini is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Oppenheimer, having previously worked at firms including Mercor, TopStep LLC, Meli Vora Advisors, and Eaglebrook Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes 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, with both discretionary and non-discretionary management approaches.

Thomas Suckow is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior work includes roles at Lynn University and Saint Dominic Academy. 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 and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He holds a Series 63 designation and has worked at several firms including Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. He has been with Oppenheimer since 2016. 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 and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory approaches.