David Holmes is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Deutsche Bank Securities Inc., and UBS Financial Services. Outside of his advisory role, Holmes is a 25% partner in a rental real estate business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a range of investment programs and advisory services utilizing both discretionary and non-discretionary strategies, with a notable emphasis on maintaining custody of client assets while operating integrated broker-dealer and advisory businesses.

Jonathan Susser is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has previously worked at Huntington Securities, Janney Montgomery Scott, Valley National Investments, Credit Agricole, Glenmede Investment Management, and Blackrock. 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 advisory programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary account management.

Drew Keenan is a CFP® with 35 years of experience in the financial services industry. He has been with Oppenheimer since 2013 and previously worked at Ameriprise and A. G. Edwards & Sons. 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 wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Todd Brady is a financial advisor at Oppenheimer with 32 years of industry experience. He has held positions at Oppenheimer & Co. Inc since 2010, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is a partner in real estate income investment properties in Northwest Arkansas. 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 provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Frederic Leonard is a financial advisor at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and retirement services delivered through both discretionary and non-discretionary approaches, with an emphasis on asset allocation, manager selection, and customized consulting.

Cort Wagenberg is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Zacks Investment Management and Bectran. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides various investment programs and advisory services that blend discretionary and non-discretionary management across multiple asset classes.

Michael Tartaglia is a CFP®-certified financial advisor at Oppenheimer with 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Barbara Oley is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. She has worked at Oppenheimer since 2020 and previously spent eight years with Henrico County Public Schools. 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 discretionary and non-discretionary programs and services that include asset management, consulting, and retirement planning.

Timothy Wong is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Merrill, Morgan Stanley, PNC, and TD Ameritrade. 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 equity, balanced, and fixed-income portfolios, delivered on discretionary and non-discretionary bases.

Kyle Matthews is a financial advisor at Oppenheimer with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. Outside of his advisory role, he coaches lacrosse as a club coach at Evolution Lacrosse Academy and serves as an assistant varsity lacrosse coach at Verona High School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Aaron Deterding is a CFP® professional with 13 years of industry experience, currently advising at Oppenheimer in St. Louis, MO. His prior work includes roles at Larson Financial Group, TD Ameritrade, and Scottrade. Oppenheimer serves a broad client base including high net worth individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services. The firm provides diversified investment programs with both discretionary and non-discretionary management, maintaining custody of client assets while operating its multiple business lines.

Sonoma Adams is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Their work history includes roles at Point Wealth Management and other organizations, as well as time spent at Dartmouth College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Omri Amit is a financial advisor at Oppenheimer with 16 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2015, following prior roles at RBC Capital Markets and Valley Financial Management. Amit serves as a trustee for a personal living trust. Oppenheimer serves a diverse client base including individuals, corporations, and pension plans, offering a wide range of advisory programs encompassing equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services with an emphasis on asset allocation, manager selection, and customized consulting.

Cheng Li is a CFA® charterholder and Series 63 licensee with six years at Oppenheimer and a total of five years of industry experience. Prior to Oppenheimer, he worked at MSQ Ventures and Russo Partners, and earlier was employed by Weill Cornell Medicine. 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 across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Brandon Phillips is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 65 and Series 63 licenses. His work history includes positions at Oppenheimer & Co Inc, TD Private Client Wealth LLC, TD Bank N.A., and the University of South Carolina. 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 that include discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Matthew Healy is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation 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 various programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Luis Abreu is a CFP® professional affiliated with Oppenheimer and has 10 years of experience in the financial industry. Prior to joining Oppenheimer in 2023, he worked at Bank of America and Merrill from 2016 to 2023. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Kevin Salk is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior work includes roles at Cliffwood Partners LLC, Citigroup Global Markets, and CIBC World Markets Corp. Outside of finance, he is a photographer specializing in early 1980s punk rock bands and operates multiple photography-related businesses, including partnerships with galleries and a published book. 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 discretionary and non-discretionary accounts, with a notable focus on custody of client assets and management of both commission-based and non-discretionary advisory programs.

David Moffett is a financial advisor at Oppenheimer with 23 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services, Jefferies LLC, and Merrill. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Tyler Emick is a financial advisor with Oppenheimer & Co. Inc. based in New York, NY. He holds the Series 66 designation and has been with Oppenheimer since 2024. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.