Suresh Basnet

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.

Riddhiman Moharar is a financial advisor at Ares-Bound Capital with six years at the firm and four years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at International Business Machines Corp. for five years. Outside of financial advising, he is involved in an entertainment business. Ares-Bound Capital is an independent advisory firm serving individuals, high-net-worth clients, and small businesses with discretionary portfolio management and personalized financial planning. The firm utilizes tactical asset allocation combined with quantitative and fundamental analysis, managing accounts on a discretionary basis with a solo-advisor model.

Bradley Parsons is the sole advisor at Raindrop Financial, Inc., an independent firm based in Cedar Rapids, IA. He holds Series 65 and Series 63 credentials and has 11 years of industry experience. Parsons has maintained a separate career as an optometrist since 2004, serving as president of Bradley C Parsons OD PC. Raindrop Financial offers active investment management focused on options and futures-based trading strategies for pooled and institutional-style accounts. The firm emphasizes short- to intermediate-term market-timed positions, supported by back-testing and model trades executed on the ThinkorSwim platform, targeting professional clients and pooled vehicles.