Spencer Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding a Series 66 designation. He joined Oppenheimer in 2025 and has no prior industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation and manager selection across multiple asset classes.

Beverly Brumbaugh Jr. is a CFP® professional with 39 years of industry experience, currently serving at Oppenheimer since 2009. Based in Minneapolis, MN, he holds Series 63 and Series 65 licenses. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies, supporting both discretionary and non-discretionary accounts.

Paul Tierney III is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. Outside of his advisory role, he serves as head coach for the Minnetonka Lacrosse Association. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering various investment programs that include discretionary and non-discretionary portfolio management as well as financial planning. The firm’s investment approach incorporates strategic and tactical asset allocation across multiple asset classes and employs both commission-based and asset-based fee structures.

Mark Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing strategic asset allocation and a variety of investment strategies tailored to client objectives.

Jack Fay is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at RBC Capital Markets and Ehlers Investment Partners. He also serves as a trustee for a personal trust. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning services. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 2025.