Alexander Coats is a CFP® with 11 years of industry experience, currently serving as an advisor at Harper Financial Strategies, LLC. His prior roles include positions at Financial Engines Advisors, Voya Investment Management, and Ameriprise Financial Services. Harper Financial Strategies serves individual and high-net-worth clients with discretionary asset management and financial planning consulting services, tailoring portfolio allocations according to clients’ goals and risk tolerances and employing strategies such as asset allocation and dollar-cost averaging.

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.