Sarah Maire Berner

Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.

Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.

Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.

Lance McDonald is a financial advisor at Lexington Capital, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Lexington Capital since 2011. Additionally, he is a licensed insurance agent with an Iowa Life and Health Insurance license. Lexington Capital is an independent advisory firm managing approximately $12.6 million for individuals, high-net-worth clients, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, subadviser services, and participant account management, employing a combination of tactical and strategic asset allocation supported by quantitative and technical analysis.

Craig Adamson is a financial advisor with TrueWealth Stewardship, LLC, an independent registered investment adviser based in Marion, Iowa. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes a long tenure at LPL Financial since 2000 and leading TrueWealth Stewardship in various forms since 2013. Adamson also serves as a classroom instructor for continuing education through Community Educators LLC. TrueWealth Stewardship, LLC provides fee-based financial planning and consulting primarily to individual clients and select small-to-medium sized businesses. The firm emphasizes written financial plans and ongoing planning engagements rather than discretionary portfolio management, and is notable for offering educational workshops alongside one-on-one planning services.

Michael Tryon Sr. is the sole advisor at Tryon Investments, LLC, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Tryon Investments since 2012. His prior experience includes roles at Quincy Wells Capital, LLC, Cabin Securities, Inc., and several other financial firms. Tryon Investments serves individuals, trusts, pension and profit-sharing plans, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting. The firm employs a primarily ETF-based investment strategy using proprietary allocation models across five portfolios, managing over 450 client relationships with a standardized, model-driven process.