AwardsAndRecognition
Forbes/SHOOK 2025 Best-In-State Wealth Advisors
April 08, 2025
We are proud to share that 42 Oppenheimer Financial Professionals have been named to the Forbes | SHOOK 2025 Best-In-State Wealth Advisors list.
This prestigious ranking, developed by Forbes in partnership with SHOOK Research, honors the top wealth management professionals across the country. Advisors are evaluated through an extensive methodology that includes qualitative and quantitative criteria such as industry experience, assets under management, compliance records, and in-person interviews.
This recognition is a testament to the unwavering dedication of our advisors to serving clients with integrity, insight, and excellence—helping them navigate complexity and achieve their financial goals with confidence.
We extend our congratulations to the following advisors for this well-deserved recognition (from L-R):
First Row: Petar Arizanov, Eric Bartok, Spencer Berens, Jim Beyloune, Guillermo Bicas, Dave Carey
Second Row: Sandy Chism, Robert Dalie, William Elmore, Justin Gelbman, Rajiv Hargunani, Mitchell Hassenbein
Third Row: Joshua Hayes, Dan Israelite, Christopher Lazos, Andrew Lerner, Sandy Lesser, John Mann
Fourth Row: Matt Marcolina, James McNamara, Aren Mito, David Naert, Spencer Nurse, Michael Pallitto
Fifth Row: Mike Peloquin, Hal Perkins, Lance Ross, Lawrence Rubinstein, Drake Sacks, Yale Saltzman
Sixth Row: Joshua Scherer, David Schoenkin, Stephen Seremetis, Logan Shalmi, Laurence Stanger, Daniel Tacktill
Seventh Row: Austin Verity, James Watt, Brian Werdesheim, Jeffrey Werdesheim, Tama Zaydon, Mark Zuckerman
We’d also like to give special recognition to Christopher Lazos, Brian Werdesheim, and Jeffrey Werdesheim, who were named to both the Forbes America’s Top Wealth Advisors and Best-In-State Wealth Advisors lists—an outstanding accomplishment that reflects their dedication, leadership, and continued excellence in serving their clients.
View the full Forbes/SHOOK 2025 Best-in-State list here.
View the Forbes/SHOOK 2025 America's Top Wealth Advisors list here.
Disclosures
Oppenheimer & Co. Inc. is not affiliated with Forbes or Shook Research. These rankings combine both quantitative and qualitative measures, including: in-person interviews, industry experience, community involvement, client retention data and revenue trends.
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.
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