Warrington, PA Office

Matthew Marcolina is a ChFC® credentialed financial advisor at Oppenheimer with 25 years of industry experience. He has been with Oppenheimer & Co Inc since 2001. 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.

Colin Stevens is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2021. Prior to his advisory role, Stevens worked in various positions including a brief tenure as a food delivery driver for Door Dash. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and multiple investment vehicles to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Faith Smith is a financial advisor at Oppenheimer with 10 years of industry experience. She has been with Oppenheimer & Co. Inc since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she assists with bookkeeping and marketing for a family-owned custom metalworking business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with many accounts managed on a non-discretionary basis.

Joseph Hagan Jr. is a financial advisor with Oppenheimer in Warrington, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Fahnestock & Co., Inc. since 1995. 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, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Matthew Yeisley is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Outside of his advisory role, he works as a server at Outback Steakhouse. 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, utilizing strategic and tactical asset allocation along with a variety of investment strategies tailored to client objectives.

Stephanie Zysk is a financial advisor at Oppenheimer with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as co-administrator of the estate of Robert E. Yost. 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 employs strategic and tactical asset allocation and provides both discretionary and non-discretionary investment solutions.

Brett Hyman is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Merrill Lynch for five years. Outside of his advisory role, he owns a music content business that produces streaming material available on platforms such as Spotify, Apple Music, and YouTube. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs various investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 2025.

Susan Pajer is a financial advisor at Oppenheimer & Co. Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. 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, manager selection, and various investment vehicles to construct client solutions.

Yale Saltzman is a CFA® charterholder with 23 years of industry experience, currently affiliated with Oppenheimer. He has been with Fahnestock & Co. since 2002. Outside of his advisory role, he represents his family’s one-third interest in a children’s summer camp, Camp Canadensis. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at JIH Limited Enterprises, MRC Recruitment, and CenExel HRI. Oppenheimer serves a wide range of clients including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a flexible investment approach tailored by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes.

Antoinette Cimino is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 1998. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, and acts as a qualified custodian for client accounts.

Vasilis Kambouris is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2020, with prior experience at Firstrust Savings Bank and in the hospitality industry. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a variety of investment approaches tailored to different programs and advisors and manages approximately $36.7 billion in assets.

Joseph Quigley is a financial advisor with Oppenheimer in Warrington, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Oppenheimer since 2011. Outside of his advisory role, he is the owner of Quigley Publishing, LLC, through which he authors investment-related books, including "Wake Up to InvestiNG" and "Wake Up to $aving$." He also volunteers organizing events for children at a local community organization in his hometown. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies to tailor client solutions, and it acts as a qualified custodian for client assets.

Lawrence Yerkees is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Oppenheimer since 1992. He serves as a trustee for a trust, overseeing investment monitoring and income payments to beneficiaries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Casey Smith is a CFP® with 17 years of industry experience and has been with Oppenheimer & Co Inc since 2012. Based in Warrington, PA, he 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 offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.