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Jalen G

Series 65, Series 63

Meridian, ID

Coppell Advisory Solutions LLC

Jalen Galvanoni Peatry is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBank and Freedom Private Wealth, where he is also an insurance agent. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and offers an open-architecture platform that employs both fundamental and technical analysis with a broad investment toolkit.

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

Series 65

Meridian, ID

Coppell Advisory Solutions LLC

Matthew Gustafson is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 credential and one year of industry experience. His prior work includes positions at Freedom Private Wealth, Lululemon, and Victra: Verizon Authorized Retailer. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

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