Opal Wealth Advisors, LLC

Daniel Gibbons is a financial advisor at Opal Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Daniel has also served as a Client Service Associate at Opal Wealth Management. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach using proprietary model portfolios and ongoing manager due diligence.

Lee Korn is a financial advisor at Opal Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Korn serves as a board member of the Garden City Jewish Center. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach that integrates proprietary model portfolios, manager due diligence, and both quantitative and qualitative asset allocation strategies.

Jonah Blumenthal is a financial advisor at Opal Wealth Advisors, LLC with a Series 65 designation. He has experience working at law firms including Rivkin Radler LLP and Forchelli Deegan Terrana LLP prior to joining Opal Wealth Advisors in 2024. Opal Wealth Advisors provides wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment approach with proprietary model portfolios and ongoing manager due diligence.

Katherine Dean Stahl is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC. Her prior experience includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is involved in women’s empowerment initiatives through Living Your Worth, Inc., where she teaches and speaks on financial independence, and serves on the advisory board of the Silicon Valley Women Founders Fund. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process that incorporates proprietary model portfolios, ongoing manager due diligence, and a combination of quantitative and qualitative strategies.

Matthew Krouse is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC since 2021. Prior to joining Opal, he worked at Edward Jones for 19 years. He is a board member of the Rotary Club of Pleasantville and participates in the leadership of Man On Fire, a support group focused on personal growth. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Gino Carollo is a financial advisor at Opal Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Citibank Global Markets. Carollo is also licensed as a fixed insurance agent. Opal Wealth Advisors provides comprehensive wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach using proprietary model portfolios, quantitative and qualitative screening, and accesses independent managers through UMA platforms.

Chelsea Barrows is a CFP® professional with 14 years of industry experience, currently serving at Opal Wealth Advisors, LLC. Her prior roles include positions at Facet Wealth, CUSO Financial Services dba PenFed Wealth Management, and Axa. She serves on the boards of the NEPA Youth Shelter and the Oak Glen Homeowners Association. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a customized, planning-centric investment approach using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Jesse Giordano is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He is a founding partner at Opal Wealth Advisors, LLC, and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory services, he is also a licensed insurance agent and involved in real estate holding and investment companies. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Joseph Filosa is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor and partner at Opal Wealth Advisors, LLC. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of financial advising, he is involved in consulting and sales for Brooklyn Tile & Design, LLC, a retail business specializing in tile, marble, and kitchen cabinets, and holds partnerships in related design and construction ventures. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process utilizing proprietary model portfolios, quantitative and qualitative screening, and access to independent managers through UMA platforms, while supporting clients with ongoing monitoring and educational events.