Angelina Anderson is a financial advisor at Oppenheimer with Series 65 and Series 63 licenses and approximately one year of industry experience. Her background includes roles in wealth advisory and private tutoring, as well as work in education and modeling. Oppenheimer serves individual and institutional clients with a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs a varied investment approach across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets as of the end of 2025.

Michael Oshaughnessey is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Oppenheimer since 2009. He also serves as a co-trustee of the William O'Shaughnessey LIV Trust Estate, involved in estate asset distribution. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation alongside a range of investment vehicles and acts as a qualified custodian for client assets.

David Jarrell is a financial advisor with Oppenheimer in Sarasota, FL, holding Series 65 and Series 63 credentials and 17 years of industry experience. His career includes positions at Wells Fargo Advisors Financial Network and Lakewood Ranch Family Counseling before joining Oppenheimer in 2019. Outside of finance, Jarrell works as a life coach and hypnotherapist, teaches yoga classes, and delivers food through DoorDash. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing, managing approximately $36.7 billion in assets as of December 31, 2025.