Luke Adams is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and seven years of industry experience. He has been with Oppenheimer & Co. Inc. since 2018. His prior work history includes positions at Moriello Pool and Rutgers University. 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 and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation, manager selection, and regular portfolio reviews.

Madonna Johnson is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Robert W Baird & Co., Morgan Stanley, and Citigroup Global Markets. Johnson has been with Oppenheimer since 2019. 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 advisory programs that include discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a focus on strategic asset allocation, manager selection, and comprehensive suitability and monitoring processes.

Lawrence Olson is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Oppenheimer & Co. Inc. since 2016. He holds the Series 63 license and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs, including discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, as well as consulting and retirement services tailored to client objectives.

Elizabeth Messina is a financial advisor at Oppenheimer with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Biondo Investment Advisors LLC, TIAA-CREF, and New York Life Investment Management 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 with both discretionary and non-discretionary services, including equity, balanced, and fixed-income portfolio management, as well as consulting and retirement planning tailored to clients’ objectives.

Timothy Horan is a CFA® charterholder with 30 years of industry experience, currently serving as an advisor at Oppenheimer since 2008. He is a partner in an enterprise software company, SW1 LLC, and oversees a private family trust focused on conservative investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers diverse programs ranging from asset management to financial planning, with advisory services covering equity, balanced, and fixed-income portfolios delivered on discretionary and non-discretionary bases.

Matthew Kennedy is a CFA® charterholder with 24 years of industry experience. He has worked at Oppenheimer since 2013 and was previously with Manhattan Investment Management Services Inc. from 2011 to 2014. 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 across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary strategies.

Karen Dalmau is a financial advisor at Oppenheimer with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Morgan Stanley, UBS, Waddell & Reed, Merrill, Ameriprise, and Wells Fargo Investments. Outside of her advisory work, she rents a studio space in Ventura, California. 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 with both discretionary and non-discretionary management, and it maintains custody of client assets as a qualified custodian.

Michael Bodnar III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Oppenheimer & Co since 2006. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Paramveer Singh is a CFA® charterholder with 15 years of industry experience. He is currently with Oppenheimer in New York, NY, where he has worked in multiple stints since 2019. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bofa Securities, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and various institutional clients. The firm offers a range of investment and consulting services including discretionary and non-discretionary advisory programs, with a notable portion of assets managed on a non-discretionary basis.

James Wohrer is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for four years. His background also includes roles at Uber and Legarza Sports Camps. 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 equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

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 63 and Series 65 licenses. His prior work includes roles at 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 and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs that include asset management, consulting, retirement services, and financial planning, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

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.

Christel Good is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses, and has 28 years of industry experience. She has worked at Oppenheimer & Co since 2006 and previously held positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of finance, she is a partner and crafter in a weekend craft business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs and advisory services, with a notable emphasis on non-discretionary asset management and maintaining custody of client assets.

Jake Taylor is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Rockefeller & Co. for four years. Taylor studied at the University of Southern California and attended Eton College. 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 investment, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across various portfolio strategies.

Boban Markovic is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He is currently with Oppenheimer & Co. Inc and previously worked at Credit Suisse, Atoll Financial Group/BA Securities, the Institute of International Finance, Ankura Consulting, and Zivid Ventures, 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 broad range of programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches and maintains custody of client assets while operating its advisory and broker-dealer businesses.