Michael Smith is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, Smith is involved as an officer and treasurer of Seniors Helping Seniors-Buckhead, a senior non-medical care organization. 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 with a range of investment products and acts as a qualified custodian, maintaining both commission-based and consulting-oriented advisory programs.

Jay Rowley is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Morgan Stanley Private Bank, National Association. 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, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Frederick Brown is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Oppenheimer since 2003. 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, employing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Melinda Sung is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to her advisory role, she manages a yoga-related business under the name Yogale. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs, offering both discretionary and non-discretionary portfolio management as well as consulting and retirement services.

Austin Geils is a financial advisor with Oppenheimer in Atlanta, holding Series 63 and Series 65 licenses and having two years of industry experience. Before joining Oppenheimer in 2024, he worked at Spiniolas Inc. and operated Geils Farms from 2020 to 2023. Oppenheimer serves individual, corporate, and institutional clients through a variety of advisory programs, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different accounts and reported approximately $36.7 billion in assets under management as of December 31, 2025.

Paul Range is a financial advisor with Oppenheimer in Atlanta, GA. He holds a Series 66 designation and has recently transitioned into the industry, joining Oppenheimer in 2026 after a 24-year career at The Orvis Company. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

James Watt is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2003. 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, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Paul Babaz is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Babaz serves on the boards of the National Rifle Association, Safari Club International, and Shikar Safari Club, all nonprofit organizations focused on advocacy and wildlife conservation. Oppenheimer serves a wide range of clients 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 uses strategic and tactical asset allocation along with manager selection and various investment vehicles to construct client solutions.

Bradley Phillips is a CFA® charterholder with 13 years of industry experience. He has been with Oppenheimer & Co. Inc since 2019 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2019. He holds a Series 66 license and is based in Suwanee, GA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies, with client objectives documented in investment policy statements and periodic account reviews.

Timothy Vanderver III is a financial advisor with Oppenheimer in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Oppenheimer since 2009. Outside of finance, he works occasionally as a casting agent and background extra in film and television productions. Oppenheimer serves a broad 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 uses strategic and tactical asset allocation along with manager selection and various investment vehicles to construct client solutions.

Eric Lyons is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2017, following a 12-year tenure at Sanford C. Bernstein. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies tailored to client objectives.

Peter Watt is a financial advisor with Oppenheimer in Atlanta, GA, holding a Series 66 credential and nine years of industry experience. He has been with Oppenheimer since 2016. Watt serves as a trustee and manager of several family investment trusts, including acting as trustee and financial advisor for his son’s trust. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management and financial planning programs. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

Jonathan Kolodkin is a financial advisor at Oppenheimer with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Oppenheimer since 2011. Based in Atlanta, GA, he provides advisory services within a large enterprise firm. Oppenheimer serves a diverse 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, manager selection, and various investment strategies tailored to client objectives.

Samuel Drake is a financial advisor with Oppenheimer & Co., Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets and Morgan Stanley, where he worked in both the Private Bank and Smith Barney divisions. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services encompassing investment management, consulting, retirement services, and financial planning, utilizing strategic asset allocation and a variety of investment vehicles.

Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Ameriprise Financial Services Inc and Kalos Capital. Oppenheimer provides investment advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management and financial planning programs tailored to various client needs.

Catalina Soto Busch is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and 23 years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer serves a diverse 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, manager selection, and a variety of investment strategies tailored to client objectives.

Stephen Slewitzke is a financial advisor with Oppenheimer in Atlanta, GA, holding a Series 66 designation and 19 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 discretionary and non-discretionary investment management, consulting, and retirement services. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

Steven Restifo is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory work, he is the owner of Hemp Energy, a non-investment-related business. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

David Moffett is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 63 designation and has previously worked at UBS Financial Services and Jefferies LLC. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

William Whitaker is a financial advisor with Oppenheimer in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with Oppenheimer since 2009. Whitaker serves as trustee or co-trustee for several family trusts, managing investment and trust administration duties. 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 retirement services. The firm uses strategic and tactical asset allocation and manager selection to tailor client solutions, also acting as a qualified custodian and providing unique advisory program structures.

Jenny Choi is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Her prior roles include positions at Gibbs Wealth Management and Digital Media Nation. She is based in Atlanta, GA. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering various advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.