John Meskunas is a financial advisor at Oppenheimer & Co. Inc with seven years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2018, following three years at Ferrari PF Palm Beach. Based in Stamford, CT, he provides advisory services through the firm’s broad platform. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Emily Ryklin is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, she worked in education and caregiving roles and is also employed as a server and bartender at Vinny's Backyard in Stamford, CT. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment programs.

Kurt Seidman is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Oppenheimer in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation along with a variety of investment vehicles, and acts as a qualified custodian while providing both discretionary and non-discretionary advisory programs.

Michael Miele is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. Outside of his advisory role, he serves as a trustee for an irrevocable trust and is a commissioned notary. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, providing both discretionary and non-discretionary investment management.

Timothy Drinkall is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Essentia Analytics, Dauntless Management, Clear Harbor Asset Management LLC, and Morgan Stanley. He also serves as an adjunct professor at Fairfield University, teaching Principles of Investing. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment products, offering both discretionary and non-discretionary management programs.

Brian McDermott is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a range of investment strategies to meet client objectives, while also acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Daniel Goggin is a financial advisor at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors of The Stanwich Club in Greenwich, CT, and acts as a trustee for the Goggin Realty Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and a variety of investment strategies, while also acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Jeremy Kosh is a financial advisor at Oppenheimer & Co., Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2020, following six years at Ameriprise Financial Services, Inc. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

Josette Greechan is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2016. Her prior experience includes roles at Bank of America and Merrill. She is a co-trustee of a family trust holding real estate properties in Colorado. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation and manages accounts with a combination of discretionary and non-discretionary approaches.

Howard Hirsch is a financial advisor with Oppenheimer in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a variety of investment products and acts as a qualified custodian for client assets.

David Roth is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Oppenheimer in 2020. Roth serves as trustee and co-trustee of family trusts. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm uses strategic and tactical asset allocation with a range of investment options and offers both discretionary and non-discretionary management programs.

William Oppenheim Jr. is a financial advisor at Oppenheimer with 47 years of industry experience. He has been with Oppenheimer since 2008. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as trustee and managing member for multiple family and charitable trusts and has involvement with nonprofit finance committees. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing, with approximately $36.7 billion in assets under management as of December 31, 2025.

Kyle Codey is a financial advisor at Oppenheimer with seven years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. His prior roles include positions at Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to each program and advisor and manages approximately $36.7 billion in assets as of year-end 2025.

Lawrence Wilkes is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Oppenheimer since 2012. Wilkes serves as a trustee of the Board of Trustees of Temple Shalom and also manages his own revocable trust as well as his wife’s irrevocable insurance trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

David Greenberg is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Stamford Hospital Foundation Board and acts as trustee or co-trustee for several family trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.

Michael Orourke is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2006. Outside of his advisory role, he serves as a director for Aubuchon Hardware, a family-owned business, and is a board member of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives.

Christine Telesco is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Before joining Oppenheimer in 2025, he held various positions outside the financial sector, including roles at Laguna Beach Sober Living and Southern California Recovery Centers. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

James Stevens is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Oppenheimer in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a member of the Family Advisory Board for the Yale New Haven Cystic Fibrosis Clinic, contributing to patient and family support initiatives. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with an emphasis on both discretionary and non-discretionary management programs.

Donna Goldman is a CFP® with 42 years of industry experience and has been with Oppenheimer since 2009. She holds a Series 63 license and is based in Somers, NY. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, managing assets through both discretionary and non-discretionary programs.

Lawrence Cohen is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2006. Cohen also serves as a successor trustee on the Cohen/Stessman Trust, a role he performs without compensation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to develop client solutions, while also acting as a qualified custodian and providing commission-based advisory programs.

Michael Pfeffer is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Peter Lenane is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with a variety of investment strategies, and acts as a qualified custodian for client assets.

Evan Whaley is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee for multiple family trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection to construct client solutions, and acts as a qualified custodian for client assets.

Daniel Goggin III is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2024, he worked at Citigroup in various roles from 2015 to 2024. Outside of his advisory work, he serves on the Social Events Committee board of the New York Athletic Club. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation, manager selection, and a range of investment vehicles to construct client solutions, while also acting as a qualified custodian and offering both discretionary and non-discretionary programs.

Brandon Harvey is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. Outside of advisory work, he owns and operates a landscaping business and serves as an election day poll checker and alternate member of a local conservation commission in Easton, Connecticut. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across its programs, managing approximately $36.7 billion in assets as of December 2025.

Kevin Furnaros is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co Inc since 2020. Prior to his advisory role, he was associated with Norwalk Community College from 2016 to 2019. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Meskunas serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management, consulting, and financial planning programs. The firm utilizes various investment approaches, including strategic and tactical asset allocation, manager selection, and rebalancing, with assets under management totaling approximately $36.7 billion as of December 31, 2025.