Copper Financial

Matthew Fitzgerald is a financial advisor at Copper Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Tortoise Securities, Tortoise Investment Partners, and Montage Securities. Copper Financial primarily serves credit union members, individual, and institutional clients, offering financial planning, discretionary portfolio management through approved third-party managers, an in-house asset allocation managed portfolio, and an online guided investing program. The firm also provides brokerage, insurance, and trust services, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Scott Adams is a financial advisor at Copper Financial with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 66 licenses. Outside of his advisory role, Adams is involved in dog breeding, farming, and cattle ranching, and he provides foster care for adults with disabilities. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through third-party managers, an in-house asset allocation 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 services including brokerage, insurance, and trust solutions.

Alyssa Akers is a financial advisor at Copper Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2019, following a 12-year tenure at Ivy Funds Distributor Inc and Waddell & Reed, Inc. Copper Financial primarily serves credit union members, individual clients, and institutional clients, offering financial planning, discretionary portfolio management through approved third-party managers, an in-house wrap fee asset allocation portfolio, and an online guided investing program. The firm is dually registered as an SEC investment adviser and a FINRA-member broker-dealer and operates under bank-networking agreements including referral arrangements with program credit unions.

Kevin Harper is a financial advisor at Copper Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments, including seven years with Fidelity Personal and Workplace Advisors. Copper Financial primarily serves credit union members and a diverse range of individual and institutional clients, offering financial planning, discretionary portfolio management through third-party managers, an in-house asset allocation program, 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.

Tysyn Hartman is a financial advisor at Copper Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Copper Financial Network LLC since 2019, with prior roles at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Hartman serves as a board member of the Kansas Sports Hall of Fame, where he helps navigate nominations and supports annual induction ceremonies. Copper Financial primarily serves credit union members, offering financial planning, discretionary portfolio management, an in-house wrap fee Asset Allocation Managed Portfolio, and an online Guided Investing program, along with brokerage and insurance products.

Taylor Ahern is a financial advisor at Copper Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Copper Financial Network LLC since 2018. Prior to that, he was employed at Reed Performing Arts Company and American Century Investments Services Inc. Ahern serves as an advisory board member for the University of Missouri-Columbia's Financial Planning Advisory Board and is involved in selling clothing on Poshmark as a side activity. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through approved third-party managers, an in-house 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, providing a range of advisory, brokerage, insurance, and trust services.

Lalitkumar Dhande is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 designation and has worked with firms including UNFCU Advisors, United Nations Federal Credit Union, and Park Avenue Securities. Prior to his financial services career, he was involved with SKI Beer for four years. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through 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.

Albert Judson is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Judson Financial Agency, Allstate Insurance, Edward Jones, Pelican State Credit Union, and Primerica Financial Services. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through approved third-party managers, an in-house asset allocation managed portfolio, and an online guided investing program, along with brokerage and insurance products.

Joshua Packman is a financial advisor at Copper Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and CUNA Brokerage Services, Inc. Outside of his advisory role, he is a member of two real estate investment LLCs. Copper Financial primarily serves credit union members and a range of individual and institutional clients, offering financial planning, discretionary portfolio management through third-party managers, 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, and is a subsidiary of CommunityAmerica Credit Union.

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.

Joan Bellows is a financial advisor at Copper Financial with 22 years of industry experience. She holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for 18 years before joining Copper Financial in 2021. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through approved third-party managers, an in-house 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, providing a range of advisory and brokerage services.

Todd Salzman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Copper Financial since 2014. He holds the Series 66 designation and is based in Lenexa, KS. Copper Financial primarily serves credit union members, individual clients, and institutional clients, offering financial planning, discretionary portfolio management through approved third-party managers, an in-house wrap fee asset allocation portfolio, and an online guided investing program. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a distinctive structure connected to CommunityAmerica Credit Union and affiliated credit unions.

Michael Haggerty is a CFP® with 27 years of industry experience, currently serving at Copper Financial and CommunityAmerica Credit Union. He has worked at Copper Financial Network LLC since 2003 and joined CommunityAmerica Credit Union in 2023. Haggerty holds leadership roles including President of CommunityAmerica CUSO One and board memberships at TruHome Solutions, NACUSO, and the Boys and Girls Club of Greater Kansas City. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica, as well as individual and institutional clients. The firm offers financial planning, discretionary portfolio management through third-party managers, an in-house asset allocation portfolio, and brokerage and insurance products.

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.

John James is a financial advisor at Copper Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stifel Nicolaus & Co. John is based in St. Louis, MO. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica and other affiliated credit unions. The firm offers financial planning, discretionary portfolio management through third-party managers, an in-house asset allocation program, and brokerage and insurance products.