Ian Cole is a financial advisor at Copper Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors, HSBC Bank USA, and UNFCU Advisors. Copper Financial primarily serves credit union members along with individual and institutional clients, offering financial planning, discretionary portfolio management through approved third-party managers, an in-house wrap fee Asset Allocation Managed Portfolio, and an online Guided Investing program. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, and it provides a range of brokerage, insurance, and trust services.

Machoura Akmalkhodjaeva is a financial advisor at Copper Financial with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at United Nations Federal Credit Union Advisors, NYlife Securities LLC, and Scottrade. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management, an in-house asset allocation managed portfolio, and brokerage and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a distinctive structure involving bank-networking agreements and third-party manager referrals.

Jake Wu is a financial advisor at Copper Financial with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including Santander Bank, Merrill Lynch, and the United Nations Federal Credit Union. Copper Financial primarily serves credit union members, individual clients, and institutional investors, offering financial planning, discretionary portfolio management through approved third-party managers, an in-house managed portfolio, and an online guided investing program. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of advisory, brokerage, insurance, and trust services.

Seth Hofstetter is a financial advisor at Copper Financial with six years of industry experience. He holds the Series 66 designation and has worked at several firms including United Nations Federal Credit Union, The Prudential Insurance Company of America, and AXA Advisors LLC. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management, and brokerage and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of services including an in-house asset allocation managed portfolio and online guided investing.

Andre Yoskowitz is a CFP® professional at Copper Financial with 14 years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank NA, as well as work with UNFCU Advisors and the United Nations Federal Credit Union. He has also been involved with Afterdawn.com. Copper Financial primarily serves credit union members, individual clients, and institutions, offering financial planning, discretionary portfolio management, an in-house asset allocation managed portfolio, and brokerage and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a distinctive structure tied to CommunityAmerica Credit Union.