Our Team

Daniel Tacktill, who joined Oppenheimer & Co. Inc. in 2006, focuses on developing a true understanding of clients’ goals and objectives. His approach to clients is hands-on, emphasizing frequent communication and regular reviews.

As an Oppenheimer Financial Advisor, Daniel offers clients strategies to address various investment and financial issues, such as retirement, college funding and estate planning strategies.

Daniel has received several awards from various publications over the years. Most recently, Forbes-Shook named him as one of Best-In-State Wealth Advisors 2021 and 2022. The Financial Times has awarded him as one of the Financial Times 401 Top Retirement Advisors for the last three years (2017-2019). 401(k) Specialist named Daniel a Top Advisor by Participant Outcome in their September 2019 issue. The Long Island Business News awarded him the Experienced Team Award in 2015 and was selected as “40 under 40” in 2010 from this same publication. In addition, Daniel received the 2019 Thrive Award from WealthManagement.com as one of the fastest-growing advisors. He was also recognized as one of the nation’s leading retirement plan advisor firms in 2021 by NAPA Top DC Advisor Team.

Prior to joining Oppenheimer, Daniel held positions both at UBS and Compass Bank. He is a graduate of The University of North Florida with a degree in Business. He holds a General Securities Representative License (Series 7), the Uniform Securities Agent State Law Exam (Series 63) and the Uniform Investment Adviser Law Exam (Series 65). He is licensed as an agent for Life, Health and Variable Annuities in the states of Connecticut, Florida, New Jersey and New York. He has also earned the designations of Accredited Investment Fiduciary (AIF®), awarded by the Center for Fiduciary Studies, and of Chartered Retirement Planning, Counselor (CRPC®), awarded by the College of Financial Planning.

Daniel currently resides in St. James, New York with his wife and two daughters. He is a member of the National Association of Plan Advisors (NAPA) and has sat on the committee for American’s Vet Dogs and participates in community activities.

Laurence M. Stanger, who has been a Financial Advisor since 1988, has spent the past 25 years with Oppenheimer & Co. Inc. He is a current Member of Oppenheimer & Co. Inc.’s Wealth Management Roundtable and the senior member of The Stanger Tacktill Group. As part of the Private Client Group at Oppenheimer & Co. Inc., he and his team work with high net worth individuals and families, entrepreneurs, corporations and their Defined Contribution, or 401(k) Plans by creating integrated strategies designed to build, preserve and transfer wealth.

A graduate of Queens College—CUNY with a B.A. in Economics, Larry holds the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Exam (Series 63), and the Uniform Investment Adviser Law Exam (Series 65). He is also licensed as an agent for Life, Health and Variable Annuities in the states of Connecticut, Florida, Iowa, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania and Virginia. He has also earned the designation of Accredited Investment Fiduciary™ (AIF®), awarded by the Center for Fiduciary Studies.

Larry, his wife, and their family currently reside in Guilford, CT. Both Larry and his wife are very active with many local charities and not-for-profit groups. Their community services emphasize youth sports, families, animal rescue and the preservation of open space, working with such groups as Guilford Little League; The Huntington YMCA, The Guilford Land Trust and Best Friends Animal Sanctuary.

Marc Levin is a Financial Advisor and Partner with The Stanger Tacktill Group. He prides himself on providing investment advice and retirement plan consulting with a commitment to the ongoing success of the retirement plan sponsors, client’s goals, and the management of all aspects of their portfolios and fiduciary responsibilities.

Throughout his career, Marc has worked with executives, business owners, entrepreneurs and families. Prior to joining Oppenheimer, Marc served as a Financial Advisor at Morgan Stanley and worked in Private Equity Investments at Standard Capital.

Marc earned his B.B.A in Finance from Hofstra University, where he has received several awards for his accomplishments in Financial Services. He has also earned his AIF® designation from The Center for Fiduciary Studies.

Marc currently resides in Garden City, NY and is very active with many local charities and nonprofit groups emphasizing awareness of prostate cancer and childhood illnesses.

Andrea Loughlin is a Financial Advisor with Oppenheimer, located in Melville, NY. Having been in the industry for 30 years, Andrea offers a significant deal of experience in managing investments. Prior to joining Oppenheimer, Andrea served as a Vice President at Merrill Lynch and later at Morgan Stanley Smith Barney. Throughout her career, she has managed portfolios for institutions and many very prominent families on Long Island.

Andrea attended New York Institute of Technology for her undergraduate studies in finance. She has been awarded for her many accomplishments in financial services throughout the years.

Andrea, her husband Mark and son Michael currently reside in Huntington Village where she has donated her time to Huntington Hospital as well as various animal rescue foundations.

Sarah Baldassari joined Oppenheimer & Co. Inc. as a Client Service Associate in 2023. Sarah has over a decade of experience providing top-notch administrative support. Prior to joining Oppenheimer, Sarah worked as an Executive Assistant for a small Long Island based firm specializing in 403(b) accounts and other retirement services. During her time in the financial industry, she has gained valuable insight into the intricacies of retirement planning. She provides critical administrative support to our financial professional team. Sarah takes pride in maintaining the high level of service Oppenheimer offers their clients while helping them reach their retirement goals. She spends a significant portion of her time with plan participants, assisting them with various transactions and ensuring the requests are processed accordingly.

Sarah currently resides in West Babylon with her boyfriend and two beloved dogs. She enjoys taking road trips to visit her family back home in Massachusetts or the occasional weekend getaway to her second home in upstate New York.

Maureen joined Oppenheimer in 2019. Her responsibilities have provided her with a unique opportunity to learn many aspects of the industry and are invaluable in helping her bring a level of expertise and professionalism to the client service process.

As a member of The Stanger Tacktill Group, Maureen, uses her strong knowledge of operations to provide comprehensive service. She is responsive to client needs and handles functions such as account opening, funds transfers, event registration, etc., while fostering strong client relationships. Maureen prides herself in providing clients an efficient concierge service.

Maureen resides in Stamford, CT with her family. Outside of the office, Maureen spends her time exploring the area, hiking and cooking. She is an avid volunteer with various animal rescue foundations, she is also passionate about music and the arts.