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 credentials and has worked at Amerant Investments, Inc., Morgan Stanley, and Morgan Stanley Private Bank, National Association before joining Oppenheimer. 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 advisory services, including strategic asset allocation and manager selection, with a notable portion of its advisory assets managed on a non-discretionary basis.

Marianella Armijos is an advisor at Oppenheimer with a Series 66 designation and experience spanning roles at Chase Bank, Pestana & Pestana MD, PA, and Florida International University. She joined Oppenheimer in 2026 and is based in Coral Gables, FL. 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, and retirement services, delivering both discretionary and non-discretionary advisory solutions.

Callahan Lyons is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Ampersand, Inc., The Immigrant Room - The American Club at Kohler Co., and spent several years in educational roles at Clemson University and Sheboygan Lutheran High School. 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, and retirement services, with both discretionary and non-discretionary advisory options.

Sebastian Iturriaga is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2021, he worked at Papa Johns, Brown and Brown Insurance, and Pisco Y Nazca. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Mariacelia Blandon is a financial advisor at Oppenheimer with 16 years of industry experience and holds a Series 66 designation. She previously worked at Wells Fargo Clearing before joining Oppenheimer in 2016. Outside of her advisory role, she is a sole owner and proprietor of investment properties in Miami, managing them on a limited basis. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm provides equity, balanced, and fixed-income portfolio management through both discretionary and non-discretionary strategies, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Spencer Berens is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, following positions at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He also spent four years at the University of Miami early in his career. 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 and consulting services across various asset classes, with both discretionary and non-discretionary account options.

Damian Pardo is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and First Horizon Advisors. Outside of his financial career, he serves on the boards of the Vizcaya Museum & Gardens and the Frost Science Museum and holds several community leadership roles in Miami, including commissioner for the City of Miami and chairman positions with the Coconut Grove BID and Omni CRA. 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 consulting services, with a focus on both discretionary and non-discretionary management, and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Julia Schnackel is a financial advisor at Oppenheimer with 12 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation and 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 credentials and has worked previously at firms including Morgan Stanley and Insigneo Advisory Services. Outside of her advisory work, she is involved in real estate through a licensed brokerage and owns a real estate investment company. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering investment advisory and brokerage services with both discretionary and non-discretionary management. The firm combines strategic asset allocation, manager selection, and comprehensive portfolio oversight while maintaining custody of client assets.

Jorge Montealegre is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS International Inc. and Painewebber Inc., where he has been employed for over two decades. He is also a member of the Nicaraguan American Golf Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including strategic asset allocation and retirement consulting, and uniquely maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.

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, following prior roles at Wells Fargo Clearing and Citigroup Global Markets. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs through a range of advisory programs offering equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services, including investment policy development and asset allocation guidance, while maintaining custody of client assets as a qualified custodian.

Luis Garcia is a financial advisor with Oppenheimer in Coral Gables, FL, holding a Series 66 designation and 26 years of industry experience. His prior positions include roles at RBC Capital Markets and Merrill. Garcia 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 offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and tailored consulting and retirement planning.

Christopher Bell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Oppenheimer & Co. Inc. and has previously worked at Barclays Capital and BlackRock. He also held a position at the University of Virginia Darden School of Business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with oversight processes and client-tailored consulting and retirement services.

Jonathan Meadows is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has worked at Oppenheimer since 2019, with intermittent roles at Florida State University and the Hilton Sandestin Beach Golf Resort & Spa. Meadows serves on the board of directors for BADU Foundation, a charitable organization. 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 discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Ashley Moncada is a financial advisor at Oppenheimer with two years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2023. Outside of her advisory role, she is involved in an ice cream business. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches with an emphasis on strategic asset allocation and portfolio oversight.