Coral Gables, FL Ponce De Leon Boulevard Office

Javier Briceno is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment strategies tailored to client needs and manages approximately $36.7 billion in assets.

Marianella Armijos is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Chase Bank, Pestana & Pestana MD, PA, Florida International University, JD Dental, and Nova High School. Oppenheimer serves 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’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Callahan Lyons is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, Lyons held roles at Ampersand, Inc., The Immigrant Room - The American Club at Kohler Co., and spent five years at Clemson University. 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 to meet client objectives.

Sebastian Iturriaga is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Papa Johns, Brown and Brown Insurance, and Pisco Y Nazca. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory and execution services, employing varied investment approaches across multiple programs. The firm manages approximately $36.7 billion in assets and offers both discretionary and non-discretionary portfolio management.

Mariacelia Blandon is a financial advisor at Oppenheimer with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is the sole owner of two investment properties in Miami. 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 along with a range of investment strategies, serving as a qualified custodian and providing both discretionary and non-discretionary management programs.

Spencer Berens is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He is based in Miami, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management.

Damian Pardo is a financial advisor at Oppenheimer with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank and First Horizon Advisors. Outside of his advisory role, he serves on the boards of the Vizcaya Museum & Gardens and the Frost Science Museum, and is actively involved in several community organizations and municipal commissions in Miami. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic asset allocation, manager selection, and both discretionary and non-discretionary management programs.

Julia Schnackel is a Series 66-licensed financial advisor with Oppenheimer in Miami Beach, FL, where she has worked since 2013. She has 11 years of industry experience. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing 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 and a range of investment strategies, with an emphasis on both discretionary and non-discretionary management.

Aida Velazquez is a financial advisor at Oppenheimer with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and Insigneo Advisory Services. Outside of her advisory role, she is involved in real estate as a licensed associate and owner of a real estate investment LLC in Miami. Oppenheimer serves a diverse client base with advisory and brokerage services, offering investment management, consulting, and retirement planning. The firm’s approach includes strategic asset allocation and manager selection across various investment vehicles, with a notable emphasis on both discretionary and non-discretionary account management.

Jorge Montealegre is a financial advisor with Oppenheimer based in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at UBS International Inc. since 2002 and PaineWebber Inc. since 1999. Montealegre is also a member of the Nicaraguan American Golf Association. 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 with an investment approach that incorporates strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

John Stock is a financial advisor at Oppenheimer with 33 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2017. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 varied investment approaches across multiple strategies and manages approximately $36.7 billion in assets as of December 31, 2025.

Luis Garcia is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. 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 services. The firm employs strategic and tactical asset allocation and a variety of investment vehicles, while also acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Christopher Bell is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Oppenheimer, having joined the firm in 2026, and previously held roles at Barclays Capital and BlackRock. Bell also spent two years at the University of Virginia Darden School of Business. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with various advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs multiple investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Jonathan Meadows is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2019. Meadows serves on the board of directors for the Badu Foundation, a charitable organization. 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.

Ashley Moncada is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 designation and previously worked at Amazon-Whole Foods and Express Employment. Outside of her advisory role, she is involved in an ice cream business. 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 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.