Alexander Coats is a CFP® with 11 years of industry experience, currently serving at Harper Financial Strategies, LLC. His prior roles include positions at Atlas Wealth Management, R.W. Baird, WT Wealth Management, Financial Engines Advisors, Ameriprise Financial Services, and Voya Investment Management. Harper Financial Strategies serves individual and high-net-worth clients by offering discretionary asset management and financial planning consulting services. The firm tailors portfolio allocations based on clients’ goals and risk tolerances, using methods such as asset allocation, dollar-cost averaging, technical analysis, and short-term trading, and provides regular account and planning reviews.

Garrett Harper is the principal of Harper Financial Strategies, LLC in Lawrence, KS, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Generation Strategies, LLC, Eagle Strategies (NY Life), NYLife Securities, LLC, and New York Life Insurance Company. In addition to his advisory work, he owns an insurance brokering business focused on non-registered insurance products. Harper Financial Strategies provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $26 million across about 100 client relationships. The firm constructs tailored portfolios based on clients’ goals, risk tolerances, and time horizons, offering ongoing comprehensive financial planning at no additional fee to many asset-management clients and does not require a minimum investable asset to engage advisory services.