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.

Brian Hammer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked at UBS Financial Services for five years before joining Oppenheimer in 2005. Hammer serves on the Board of Governors for the City of Hope Hospital and acts as secretary for his homeowner’s association. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Michael Legaspi Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services. Outside of finance, he engages in photography and videography for amateur youth travel and club sports teams. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm’s investment approach incorporates strategic and tactical asset allocation along with manager selection, and it provides both discretionary and non-discretionary consulting and retirement services.

Patrick Alano is a financial advisor with Oppenheimer holding a Series 66 designation and four years of industry experience. His prior work includes roles at Paradigm Gilbert and LPL Financial LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and institutional clients with a broad range of programs including asset management, consulting, and retirement services. The firm manages portfolios using strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.

Steven Rodriguez is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2019, he served four years in the United States Marine Corps. Outside of advising, he manages a rental property in Huntington Beach, CA. 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 including asset management, consulting, and retirement services, with both discretionary and non-discretionary options.

Stan Dreyfuss is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co., Crowell, Weedon & Co., RBC Capital Markets, and Wells Fargo Clearing. In addition to his advisory role, he serves as a trustee for his son's trust. Oppenheimer is a registered investment adviser and broker-dealer that serves 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 strategic and tactical asset allocation, manager selection, and performance reporting, delivered on both discretionary and non-discretionary bases.

Emily Gemeinhardt is a financial advisor at Oppenheimer with Series 66 credentials and one year of industry experience. Prior to joining Oppenheimer, she worked in various roles including at Starbucks and Chapman 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 with advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary investment approaches.

Rosalia Garcia is a financial advisor at Oppenheimer with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms, including Ameriprise Financial Services and Boustead Securities. Garcia has also been affiliated with Bico Drilling Tools, Inc. during her career. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of investment programs and advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary arrangements.

William Maniss is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of investment and retirement services through discretionary and non-discretionary programs, with an emphasis on strategic asset allocation, manager selection, and tailored performance reporting.

Steven Yang is a financial advisor at Oppenheimer with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory role, he serves as trustee of a personal trust. 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 programs with discretionary and non-discretionary management, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

Tyler Pratt is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at City National Bank, RBC Capital Markets Corporation, and Frontier Financial Advisors, 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 and advisory services across equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary approaches.

John Mann is a financial advisor with Oppenheimer in Newport Beach, CA, holding a Series 66 designation and having nine years of industry experience. He has been with Oppenheimer since 2016. Outside of his advisory role, he provides freelance water polo instruction and engages in public motivational speaking focused on team building and his Olympic sports career. 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 investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.