Shaymus Contorno is a financial advisor at Oppenheimer with six years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Oppenheimer, he has worked at Woodside Country Club, Stony Brook University, and T3 Trading Group, among other roles. He has authored publications during his time as a graduate student at Stony Brook University. Oppenheimer is a registered investment adviser and broker-dealer that serves individual, corporate, and institutional clients through a range of advisory programs. The firm offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

James Woodard is a financial advisor at Oppenheimer with 54 years of industry experience. He has held Series 63 and Series 65 designations and has worked at Oppenheimer since 2010, following six years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, with advisory approaches that encompass equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary strategies.

Kenneth Wong is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer. His prior roles include positions at Guggenheim Partners and Citigroup. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services, providing both discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies.

David Dellinger is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2020. Prior to that, he was with First Tryon Securities and Advanced Income Solutions, and spent a year self-employed. Outside of his advisory work, he owns and operates a HomeVestors franchise and will serve as owner and CEO of Residential Property Acquisitions LLC beginning in 2024. 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 covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Duane Cabrera is a financial advisor at Oppenheimer with 27 years of industry experience. He holds the CFP® and ChFC® designations and has been with Oppenheimer since 2016. Cabrera has also owned a Medicare insurance brokerage since 1996, though he no longer actively solicits business in that area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a diverse range of programs and advisory services spanning equities, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Sarah Morey is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Prior to joining Oppenheimer in 2023, she worked at Case in Point Inc. and has experience in both the public and private sectors, including roles at Saint Anselm College, Natick & Framingham District Court, and the Massachusetts State House. 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 variety of investment programs and advisory services, including strategic asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Andrew Bloom is a financial advisor with Oppenheimer in Chicago, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. C. Ziegler And Company, Morgan Stanley, and Citigroup Global Markets. He serves as treasurer for the Highland Park Community Nursery School. 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 offers a wide range of investment and consulting services through both discretionary and non-discretionary accounts, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Matthew Wukitsch is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Oppenheimer in two periods, from 2013 to 2024 and again starting in 2025, with prior roles at U.S. Coins & Jewelry and UBER Technologies in 2024–2025. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other entities. The firm offers a range of investment and consulting services across various asset classes, with both discretionary and non-discretionary account management.

Carson Mccusker is a financial advisor at Oppenheimer with credentials including Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Oppenheimer in 2025, he worked at OSAIC and SagePoint Financial, Inc. Outside of his advisory career, his work history includes various roles unrelated to finance, including teaching and service positions. 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 discretionary and non-discretionary investment and consulting services, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Joseph Popp is a financial advisor at Oppenheimer with 45 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory role, he has served as an Arizona election poll observer with the GOP. 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 services, including asset management, consulting, and retirement planning, delivered on discretionary and non-discretionary bases.

Dylan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Savills and Goodwin Procter. He holds a background in academia, having attended Syracuse University and Staples 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 programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary portfolio management.

Patrick Crowley is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. His previous work includes roles at Robert Half and Kohl's Department Stores. Based in Newport Beach, CA, he has been with Oppenheimer since 2021. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management and consulting tailored to client objectives.

Jay Rowley is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. 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 investment programs and advisory services, with a notable emphasis on non-discretionary management and maintaining custody of client assets as a qualified custodian.

Brian Hayes is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Oppenheimer since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios managed through both discretionary and non-discretionary accounts.

Ralph Crovo is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Oppenheimer since 2007 and previously worked at Merrill for one year. Outside of his advisory role, he serves as trustee to the Lorraine O. Crovo Testamentary Trust, facilitating the settlement of his father’s estate. 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 services across discretionary and non-discretionary portfolios, with a notable portion of assets managed on a non-discretionary basis.

Philip Rothman is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs covering equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory services.

Arthur Chandler is a financial advisor at Oppenheimer with 54 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedbush Morgan Securities for 16 years before joining Oppenheimer in 2018. 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 offers a range of programs including asset management, consulting, and retirement services, with advisory strategies that span equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Brent Strawn is a Series 66 licensed financial advisor with Oppenheimer in Houston, TX, where he has worked since 2007. He has 23 years of industry experience, including longstanding involvement with Bayou City Tax Service since 2001. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of discretionary and non-discretionary investment and consulting services. The firm offers diverse programs such as Fahnestock Asset Management and financial planning, and it maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.

Barron Natelli is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Oppenheimer since 2017, with a brief period as a student before and during his early career at the firm. 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 and advisory services, including discretionary and non-discretionary portfolio management, investment consulting, and retirement planning.

Mary Micka is a financial advisor with Oppenheimer who holds Series 63 and Series 66 licenses and has 37 years of industry experience. She has worked at Oppenheimer since 2010 and previously held positions at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. 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 including asset management, consulting, and retirement services, with advisory approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.