Our Team

John has over 27 years of experience in banking and wealth planning for high-net-worth individuals. John is passionate about helping each client pursue their lifelong fi nancial goals and dreams through customized solutions, personalized service, and a common-sense approach to investing.

John has earned the highly-regarded CERTIFIED FINANCIAL PLANNER™ designation from the Financial Planning Board of Standards and is a Registered Financial Advisor Representative. He also holds state licenses to provide life, disability, and long-term care insurance to his clients.

John is a Tennessee native and a graduate of Union University.

As Director of Investments, Aaron heads the business development pursuits of the Meridian Wealth Group of Oppenheimer & Co. Inc., using his energy and enthusiasm to cultivate client relationships, inspire ongoing service improvements, mentor junior team members, and implement innovative business processes. He is passionate about helping others and leverages a variety of customized solutions to assist our clients in each stage of financial planning. In addition to his advisory and securities licenses, he is also licensed to sell life, disability, and long-term care insurance.

Aaron is a Rhode Island native, and graduate of Belmont University. Outside of the office, he is a health and fitness enthusiast, enjoys travelling, outings with friends, volunteering in the community, and taking his dog Lucy to the dog park.

Josh is focused on providing financial expertise to our clients and supporting them with the management of their accounts. Josh combines his wealth of industry knowledge and mind for process and details to ensure clients’ needs are always met.

Prior to joining Oppenheimer, Josh served as an Operations Manager at B. Riley Management. He has served a variety of individual and institutional clients as a Paraplanner and Registered Sales Assistant (FINRA Series 7 and 66 registered) since 2005.

Josh received ins B.S. in Business Administration and M.B.A. from the University of Tennessee in Martin.