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About

  • About Opal
  • Why Choose Us
  • Our Team
  • In the News
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  • For Advisors

Meet Our Team

Jesse Giordano, CFP®, CAP®, RLP®, CBEC® thumbnail

Jesse Giordano, CFP®, CAP®, RLP®, CBEC®

Financial Advisor, Principal

Lee Korn, CPWA® thumbnail

Lee Korn, CPWA®

Financial Advisor, Principal

Joseph N. Filosa, CFP®, CLU® thumbnail

Joseph N. Filosa, CFP®, CLU®

Financial Advisor, Principal

Matthew P. Krouse, CFP®, AAMS® thumbnail

Matthew P. Krouse, CFP®, AAMS®

Financial Advisor

Gino Carollo thumbnail

Gino Carollo

Financial Advisor

Chris Clasen, CFA® thumbnail

Chris Clasen, CFA®

Chief Operating Officer, Chief Compliance Officer

Kayla Kennelly thumbnail

Kayla Kennelly

Chief Growth Officer

Katherine M. Dean, CFP® thumbnail

Katherine M. Dean, CFP®

Financial Advisor

Chelsea Barrows, CFP®, AIF® thumbnail

Chelsea Barrows, CFP®, AIF®

Financial Advisor

Jonah Blumenthal, JD thumbnail

Jonah Blumenthal, JD

Financial Advisor

Tiffany Melendez thumbnail

Tiffany Melendez

Relationship Manager

Christine Ketcham thumbnail

Christine Ketcham

Relationship Manager

Eugenia Kalaitzidis thumbnail

Eugenia Kalaitzidis

Senior Client Service Associate

Jamie Bruno thumbnail

Jamie Bruno

Operations Specialist, Advisor Transition Coordinator

Daniel Gibbons, CIMA®, FPQP™ thumbnail

Daniel Gibbons, CIMA®, FPQP™

Client Service Associate

Christine Nardella thumbnail

Christine Nardella

Client Service Associate

Brittany Siemer thumbnail

Brittany Siemer

Marketing Manager

Kristopher Krauss thumbnail

Kristopher Krauss

Analyst 

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if OWA is engaged, or continues to be engaged, to provide investment advisory services.

 

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Opal Wealth Advisors / 2 Jericho Plaza / Suite 208 / Jericho, NY 11753 / t. 516.388.7980 / f. 516.388.7968

© 2025 Opal Wealth Advisors, LLC. All rights reserved. Privacy Policy Form ADV 2A | Form CRS

IMPORTANT DISCLOSURE INFORMATION: Opal Wealth Advisors, LLC (“OWA”) is an SEC registered investment adviser located in Jericho, New York. OWA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. OWA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of OWA’s web site on the Internet should not be construed by any consumer and/or prospective client as OWA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by OWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of OWA’s current written disclosure Brochure discussing OWA’s business operations, services, and fees is available from OWA upon written request. OWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OWA web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

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