James Woodard is a financial advisor at Oppenheimer with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2010. Based in Cape Coral, FL, Woodard’s career spans over five decades in the financial services sector. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Eric Gauster is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2006. Outside of his advisory work, he acts as a trustee for trust accounts established for his niece and nephew. 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 various investment management programs.

Russell Ogan is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and investment products such as mutual funds, ETFs, and fixed income.

Gustave Krafve is a financial advisor with Oppenheimer in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Oppenheimer in 2023. Outside of his advisory role, Krafve is involved as a partner in several residential real estate investments. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering 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 advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Jason Chabek is a financial advisor at Oppenheimer with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Fifth Third Securities, Fifth Third Bank, and Wells Fargo Advisors. 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 with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Edgar Atnip is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. 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 alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Gavin Mcdavitt is a financial advisor with Oppenheimer in Fort Myers, FL. He holds a Series 66 designation and has been with Oppenheimer since 2026. Prior to entering the financial industry, he held various positions including roles in information technology and the service sector. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management and financial planning. The firm utilizes diverse investment strategies tailored by program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.