James Woodard is a financial advisor at Oppenheimer with 55 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2010, following six years at Wells Fargo Clearing. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Eric Gauster is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2006. Gauster acts as a trustee for minor family trust accounts. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals and institutional accounts, with a range of investment programs offered on discretionary and non-discretionary bases.

Russell Ogan is a financial advisor with Oppenheimer in Fort Myers, Florida, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Citigroup Global Markets for 15 years. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse investment programs and advisory services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Gustave Krafve is a financial advisor at Oppenheimer with 10 years of industry experience and holds a Series 66 designation. He worked at Ameriprise Financial Services from 2016 to 2023 before joining Oppenheimer. Outside of his advisory role, he is a partner in a steel company and several residential real estate investment ventures. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment programs and advisory services that include strategic asset allocation and portfolio management. The firm operates both broker-dealer and registered investment adviser businesses and manages a significant portion of client assets on a non-discretionary basis.

Jason Chabek is a financial advisor with Oppenheimer, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Merrill, Fifth Third Securities, and Fifth Third Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of investment and consulting services, offering both discretionary and non-discretionary portfolio management with an emphasis on strategic asset allocation and manager selection.

Edgar Atnip is a financial advisor with Oppenheimer in Fort Myers, FL. He holds Series 63 and Series 65 designations and has 35 years of industry experience, including 27 years with Fahnestock & Co., Inc. prior to its integration into Oppenheimer. 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 variety of programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Gavin Mcdavitt is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer in 2026, his background includes roles in information technology systems and various part-time positions during his time as a student at Florida State University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.