John Hyland is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2003. 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, delivering both discretionary and non-discretionary solutions across equity, balanced, and fixed-income portfolios.

Susan Vitkus is a financial advisor at Oppenheimer with 40 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment programs and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Christopher Mccann is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co Inc since 2012. 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 including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios delivered through discretionary and non-discretionary approaches.

Kole Schleimer is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2019. In addition to his advisory work, Schleimer has been involved with K&S Solutions LLC and Cleat Shield LLC since 2015 and previously worked at Kean University. 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 across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.

Joaquin Canto is a financial advisor at Oppenheimer with 38 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2021, following five years at 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 variety of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches with a focus on strategic asset allocation and customized consulting and retirement services.

Patrick Locke is a CFA® charterholder with 22 years of industry experience. He has been with Oppenheimer & Co Inc since 2017, following a three-year period as a self-employed advisor. Locke is based in New York, NY, and holds a Series 63 license. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with discretionary and non-discretionary services, employing strategic and tactical asset allocation, manager selection, and performance reporting tailored to client objectives.

Guillermo Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and is based in New York, NY. Gonzalez has been with Oppenheimer, an enterprise firm, since 2000. 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 wide range of programs and advisory services with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios.

William Reif is a financial advisor based in New York, NY, affiliated with Oppenheimer. He holds a Series 66 designation and has five years of industry experience. Prior to joining Oppenheimer in 2021, he worked at Emory University, Bank of Montreal, KMF Companies, and Cedar Hill Country Club. Oppenheimer is a registered investment adviser and broker-dealer that serves 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 services encompassing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Caitlyn Berry is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for five years and held roles at TotalCareIT, UBS, PJT Partners, and The King's College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Philip Gullo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent over two decades at Equitable Advisors and AXA Advisors. Gullo serves as trustee of a family trust unrelated to investment management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary management approaches.

David Fleming is a Series 66-registered financial advisor with Oppenheimer, bringing 29 years of industry experience. His prior roles include positions at Stifel, Barclays Capital, Deutsche Bank Securities, Credit Suisse Securities, and Pershing LLC. He is based in New York, NY. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles with a range of advisory programs covering equity, balanced, and fixed-income portfolios. The firm offers both discretionary and non-discretionary services, including investment policy development, asset allocation guidance, and portfolio management.

Kenneth Smalley is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Oppenheimer in New York, NY. His prior roles include positions at StoneX Group Inc, Btig LLC, and Seaport Global Securities LLC. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Thomas Shearer is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Goldman, Sachs & Co., Morgan Stanley, The Marquee Group, and ICR, as well as a position outside finance at S.M. Heating & Air Conditioning, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Zachary Visconti is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previous work experience at Jacobs Solutions, Fordham University, and the Metropolitan PGA. He was also employed by South Orangetown Central School District for six years. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Amanda Adamczyk is a financial advisor with Oppenheimer in New York, NY, holding a Series 63 designation and 13 years of industry experience. She has been with Oppenheimer since 2015 in various roles. 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 investment and consulting services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement planning.

Jenny Chan is a Series 66 licensed financial advisor with Oppenheimer in New York, NY, where she has worked since 2004. She has 13 years of industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers various programs and advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Nicola Brancato is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Oppenheimer in 2022, he was involved with Project Bullies LLC starting in 2021 and has a background that includes full-time education at Adelphi University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs across various asset classes, delivering both discretionary and non-discretionary services, and maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.

Benjamin Lyons is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 designation and entering the industry with one year of experience. His prior experience includes positions at Gallery Residential, University of Georgia, and High County Outfitters. 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 investment and consulting services using both discretionary and non-discretionary approaches, with notable custody and oversight practices that distinguish it within the enterprise category.

Brian Nagel is a CFA® charterholder with 27 years of industry experience. He has been with Oppenheimer since 2009. Based in New York, NY, he holds a Series 63 license. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches with a focus on asset allocation, manager selection, and tailored consulting services.

Michael Tynan is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at TIAA-CREF from 2015 to 2017. 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 that include equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.