Brad Cooper is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Cooper Financial Investments since 2017 and previously at Horter Investment Management, LLC. In addition to his advisory work, Cooper assists an estate planning firm with trusts and wills through a separate business activity. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers, offering financial planning, and conducting educational seminars. The firm does not directly manage client accounts but facilitates onboarding, ongoing service, and non-discretionary recommendations.

Jose Rodriguez Osuna is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and General Southwest Insurance Agency. He is also involved in estate planning through Copper Canyon Law, assisting with trusts and wills. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers and conducting financial planning and asset-under-advisement reviews. The firm focuses on client onboarding, educational workshops, and non-discretionary recommendations while account management and trading are handled by third-party managers.