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Mary M
Series 63, Series 66
Tampa, FL
Oppenheimer
Mary Micka is a financial advisor at Oppenheimer & Co. Inc. with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2010. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and the use of mutual funds, ETFs, fixed-income, and equity strategies.
Susan C
Series 63, Series 65
Tampa, FL
Oppenheimer
Susan Chandler is a financial advisor at Oppenheimer with 26 years of industry experience. She has been with Oppenheimer since 2010 and holds Series 63 and Series 65 licenses. 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 alongside various investment vehicles, and acts as a qualified custodian for client assets.
Juan M
Series 63, Series 65
Tampa, FL
Oppenheimer
Juan Manteiga is a financial advisor at Oppenheimer with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Oppenheimer since 2014. Prior to that, he was with H&R Block Financial Advisors, Inc. beginning in 2005. 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, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.
Steven S
Series 63, Series 66
Tampa, FL
Oppenheimer
Steven Sellers is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2015. Based in Tampa, FL, he is part of a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, offering both discretionary and non-discretionary management programs.
Haley P
Series 66
Tampa, FL
Oppenheimer
Haley Power is a financial advisor with Oppenheimer, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, Haley worked in various roles including at Automatic Data Processing, Inc. and legal positions at two law offices. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services that include portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.
Ronald O
Series 63, Series 65
Tampa, FL
Oppenheimer
Ronald Ochal is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2021, following a 12-year tenure at Ameriprise Financial. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic asset allocation and manager selection across various investment vehicles, with a distinctive approach that includes commission-based advisory programs and a significant focus on non-discretionary accounts.
David A
Series 63, Series 65
Tampa, FL
Oppenheimer
David Anderson is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement solutions. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with distinctive features including its role as a qualified custodian and the use of both discretionary and non-discretionary advisory programs.
Noel P
Series 66
Tampa, FL
Oppenheimer
Noel Pearson is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he was the founder and part-owner of About Face Home Staging and Redesign, a home staging business in Alaska. Oppenheimer serves a diverse 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 utilizes strategic and tactical asset allocation alongside various investment vehicles, with an emphasis on both discretionary and non-discretionary account management.
Amy D
Series 63, Series 66
Tampa, FL
Oppenheimer
Amy Decker is a financial advisor with Oppenheimer in Tampa, FL, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. Prior to joining Oppenheimer in 2019, she worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory role, she manages maintenance and rental activities for a residential property she owns. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of year-end 2025.
Phillip S
Series 63, Series 65
Tampa, FL
Oppenheimer
Phillip Sparke is a financial advisor with Oppenheimer based in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives, with accounts reviewed periodically.
Drew K
CFP®, Series 63, Series 65
Tampa, FL
Oppenheimer
Drew Keenan is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2013. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.
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