Michael Smith is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Oppenheimer since 2014. Outside of his advisory role, Smith serves as a treasurer and board member of Seniors Helping Seniors-Buckhead, a nonprofit focused on senior non-medical care. 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 programs and advisory services, including discretionary and non-discretionary management and consulting, with a notable share of assets managed on a non-discretionary basis.

Jay Rowley is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. 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 investment programs and advisory services, with a notable emphasis on non-discretionary management and maintaining custody of client assets as a qualified custodian.

Frederick Brown is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Melinda Sung is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of her advisory work, she manages a yoga-related business under the name Yogale. 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 range of discretionary and non-discretionary advisory services, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Austin Geils is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Oppenheimer, he worked at Spiniolas Inc. and was involved with Geils Farms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers diverse programs encompassing asset management, consulting, and retirement services, with advisory portfolios managed through strategic and tactical asset allocation and regular portfolio reviews.

Paul Range is a financial advisor at Oppenheimer with a Series 66 designation. He has industry experience beginning in 2026, following a 24-year tenure at The Orvis Company. 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 investment programs and advisory services, including both discretionary and non-discretionary management, with a notable focus on maintaining custody of client assets.

James Watt is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 12 years at CIBC World Markets Corp. 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 using both discretionary and non-discretionary approaches.

Paul Babaz is a financial advisor at Oppenheimer with 33 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Babaz serves on the boards of several nonprofit organizations, including the National Rifle Association, Safari Club International, and Shikar Safari Club, focusing on advocacy and wildlife conservation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment management and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary approaches.

Bradley Phillips is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2019 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Timothy Vanderver III is a financial advisor with Oppenheimer, holding a Series 66 credential and bringing 22 years of industry experience. He has worked at Oppenheimer since 2009, following prior roles at Stanford Group Company and Wells Fargo Clearing. Outside of finance, he works part-time as a casting agent for film and television productions. Oppenheimer serves individuals, corporations, and various institutions through a range of advisory programs including discretionary and non-discretionary services, focusing on equity, balanced, and fixed-income portfolios. The firm also acts as a qualified custodian of client assets and offers both commission-based and fee-based advisory programs.

Eric Lyons is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2017, following a 12-year tenure at Sanford C. Bernstein. Based in Atlanta, GA, Lyons’s career includes extensive work at prominent firms. 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 provides a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Peter Watt is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2016. Watt serves as a trustee and financial advisor for several family trusts, including managing an investment-related family LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches with a focus on equity, balanced, and fixed-income portfolios.

Jonathan Kolodkin is a financial advisor at Oppenheimer with 39 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities prior to joining Oppenheimer in 2011. He holds Series 63 and Series 65 licenses. 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 broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a focus on strategic asset allocation, manager selection, and comprehensive consulting and retirement services.

Samuel Drake is a financial advisor at Oppenheimer with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc and Kalos Capital. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Catalina Soto Busch is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. 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 including asset management, consulting, and retirement services, with advisory approaches that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Stephen Slewitzke is a financial advisor with Oppenheimer in Atlanta, GA, holding the Series 66 designation and bringing 20 years of industry experience. He joined Oppenheimer in 2009 after three years with Stanford Group Company. 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 delivers advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Steven Restifo is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Oppenheimer since 2004, with a brief period from 2007 to 2009 at Stanford Group Company. Outside of his advisory role, he owns Hemp Energy, a non-investment business. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and combines discretionary and non-discretionary advisory services across various portfolio types, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

David Moffett is a financial advisor at Oppenheimer with 23 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services, Jefferies LLC, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

William Whitaker is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2009, previously working at Stanford Group Company and Wells Fargo Clearing. Whitaker serves as trustee or co-trustee for several family trusts, managing investment and trust administration duties. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory programs and combines discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Jenny Choi is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Her prior roles include positions at Gibbs Wealth Management and Digital Media Nation. She is based in Atlanta, GA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—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 both discretionary and non-discretionary management approaches.