Nashville, TN Office

Ronald Richmond Jr. is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors, B. Riley Securities, and B. Riley Wealth Management prior to joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and services, including discretionary and non-discretionary investment management, financial planning, and retirement consulting.

Joshua Harness is a financial advisor at Oppenheimer with 21 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Prior to that, he spent over a decade at B. Riley Wealth Management and B. Riley Wealth Advisors, and also worked at Ameriprise from 2005 to 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Matthew Beery is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He also spent three years at the University of Kentucky. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Phillip Hall is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and B.Riley Wealth Management. 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 advisory programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Clayton Ellis is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and FTN Financial. Ellis serves on the finance committee of a nonprofit school, contributing to budget development and financial oversight. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.

Aaron Fiske is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, and UBS. Outside of financial services, he is the founder and CEO of DADDY, LLP, a lifestyle brand that includes a clothing line, a tequila brand, and a charitable foundation component. 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 range of investment programs and advisory services, including discretionary and non-discretionary management, with notable operations in both custody of client assets and commission-based advisory programs.

Justin Ramey is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc., Hub International, and has experience outside finance with roles at the University of Alabama Recreation and in the food service industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Jon Sanders is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. before joining Oppenheimer in 2023. 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 broad range of programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

Justin Wright is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 credential and previously worked at RBC Capital Markets, Cetera, Shoemaker Financial, and Securian Financial Services. Outside of his advisory role, Wright volunteers with the Phoenix Club of Memphis and serves as Co Vice Chair on the advisory board of the Shelby County Young Republicans club. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment and retirement services. The firm combines discretionary and non-discretionary account management, offering programs that include asset allocation, manager selection, and personalized consulting.