Dallas, TX Office

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Robert Baird & Co. since 2002. Outside of advising, he is involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment toolkit and an open-architecture platform, managing over $1.1 billion in client assets as of December 31, 2025.

Curtis Stephens is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at several firms including Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Outside of finance, Stephens serves as a board member for the Madison County Zoning Board of Appeals in Edwardsville, IL. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs an open-architecture investment approach utilizing both fundamental and technical analysis, managing over $1.1 billion in client assets.

Dmitry Shteynsapir is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX. He holds a Series 65 designation and has been active in business consulting and commercial lending through his role at Dimfina LLC since 2017. 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 a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Steven Watkins is a CFP® with 29 years of industry experience, currently with Coppell Advisory Solutions LLC since 2025. He previously worked at Merrill from 2020 to 2025 and spent 18 years at H.D. Vest Investment Services and H.D. Vest Advisory Services. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with internally and externally developed asset allocation models, employing both fundamental and technical analysis across a broad range of investment vehicles.

Ronald Staton is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has previously worked at Virtue Capital Management, LLC. He is also president of Staton Financial Group, where he sells life insurance, long-term care insurance, and fixed annuities. 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 an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Cole Staton is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management and C&M Financial Group, where he also serves as owner of an advisory and insurance business. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools, managing over $1 billion in client assets.

Everett Franks is a financial advisor at Coppell Advisory Solutions LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Capital City Financial Partners and Integrated Advisors Network, LLC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm uses an open-architecture platform with internally developed and independent asset allocation models, employing both fundamental and technical analysis to implement tailored investment strategies.

Tracy Coffman is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera and its affiliates for ten years and currently operates Fusion Capital Management d/b/a Tracy Coffman Financial. Outside of her advisory work, she serves as a director for a business networking organization. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporate clients, providing discretionary portfolio management and financial planning through an open-architecture platform that includes a range of investment options. The firm employs tailored asset allocation models and both fundamental and technical analysis, with ongoing portfolio supervision and rebalancing.

Donald Goerner is a CFP® with 22 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has held roles at Fusion Capital Management since 2017 and Spectrum Advisors, Inc. from 2010 to 2017, with additional experience at Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he advocates prepaid legal services as a sole proprietor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension plans, trusts, and corporate clients. The firm uses a tailored investment approach combining internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Joseph Roop is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Belmont Capital Advisors since 2009 and has held positions at Kalos Capital, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as a deacon at First Presbyterian Church in Belmont, NC. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach using internally developed asset allocation models combined with fundamental and technical analysis, offering an open-architecture platform that includes a range of investment products.

Adam Dowlen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HBW Advisory Services and Williams & Kunkel CPA. Outside of advisory work, he operates Add Em Up Taxes, providing tax return preparation and tax savings advice. 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 tailor-made asset allocation models combined with fundamental and technical analysis, implementing strategies on a discretionary basis aligned with client objectives.