Steven Hooyman is a CFP® with 26 years of industry experience and has been with Copper Harbor Investment Advisors, LLC since 2013. He is based in Appleton, WI, and holds a Series 63 license. Copper Harbor Investment Advisors provides investment advice and financial planning to a range of clients including individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, utilizing fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.

Robert Moore is a financial advisor at Copper Harbor Investment Advisors, LLC in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. He previously worked at Associated Bank from 2013 to 2020 before joining Nicolet Advisory Services, LLC. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, charitable/nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach, primarily focusing on equities and fixed income, and offers discretionary portfolio management alongside retirement plan advisory services.

Jesse Nelson is a CFP® with 19 years of industry experience, currently serving at Copper Harbor Investment Advisors, LLC since 2019. Prior to that, he worked at KerberRose Wealth Management, LLC and Schenck Investment Solutions LLC. Jesse is based in Appleton, WI. Copper Harbor Investment Advisors is an employee-owned firm with a six-advisor team that serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and nonprofit entities. The firm focuses on long-term asset allocation and fundamental analysis, providing discretionary portfolio management, financial planning, and retirement plan advisory services.

Ramon Garrido Mateos is a financial advisor at Copper Harbor Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at KerberRose Wealth Management, LLC and Associated Bank. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, using fundamental analysis and third-party research to select investments.

Miranda Hoffman is a CFP® professional with two years of experience, currently working at Copper Harbor Investment Advisors, LLC. Prior to this role, she held positions at Associated Trust Company, Orgel Wealth Management, and Edward Jones. Copper Harbor Investment Advisors is an employee-owned firm composed of a six-advisor team that serves individuals, including high-net-worth clients, as well as various institutional and nonprofit entities. The firm focuses on long-term asset allocation and fundamental analysis, providing discretionary portfolio management, financial planning, and retirement plan advisory services.