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Ethan B

Series 65, CRPC®

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.

Retirement income strategy Roth conversion strategy Retirement withdrawal strategies Tax-loss harvesting General retirement planning University Employee Engineering Professional Executive Approaching retirement Retired Gen X (Born 1965-1980)
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Keenan R

Series 65

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.

Retirement income strategy Active portfolio management Income planning Social Security optimization Medicare planning Executive Founder/Business Owner Approaching retirement Retired
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Zachary B

Series 65

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.

Retirement income strategy General estate planning guidance Cash flow / budgeting Social Security optimization Long-term care insurance Executive Founder/Business Owner Retired University Employee Approaching retirement Retired
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Jeremy S

Series 65, Series 63

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Jeremy Squires is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is involved in insurance marketing and services related to Medicare plans, life insurance, annuities, and group health plans. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform utilizing fundamental and technical analysis across a diverse range of investment products with continuous monitoring and periodic rebalancing.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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