St. Louis, MO Office

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.