Copper Financial

Sami Farag is a financial advisor at Copper Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Copper Financial, he worked at Independent Financial Partners, IFP Securities, UNIFY Financial Credit Union, and LPL Financial. He serves on the board of the Holy Resurrection Coptic Orthodox Church. Copper Financial primarily serves credit union members and provides financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm offers services to both individual and institutional clients, including trusts and foundations, while acting as a fiduciary and conducting due diligence on portfolio managers.

Matthew Fitzgerald is a financial advisor at Copper Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Tortoise Securities, Tortoise Investment Partners, and Montage Securities. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm works with both individual and institutional clients and emphasizes fiduciary advisory relationships supported by due diligence and periodic account reviews.

Scott Adams is a CFP® and ChFC® with 31 years of industry experience. He has been with Copper Financial Network LLC since 2014. 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 serves credit union members and institutional clients by offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm combines fiduciary advisory services with in-house model portfolios and maintains operational ties to CommunityAmerica Federal Credit Union.

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, previously spending 12 years at Ivy Funds Distributor Inc and Waddell & Reed, Inc. Copper Financial serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm works with both individual and institutional clients, utilizing a fiduciary advisory model that includes due diligence on managers and ongoing account reviews.

Kevin Harper is a financial advisor at Copper Financial with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments in various roles from 2011 through 2025. Copper Financial serves credit union members, including those affiliated with its parent organization and other program credit unions, offering financial planning, brokerage services, discretionary portfolio management through third-party referrals, and a model-based wrap program. The firm works with both individual and institutional clients and features a dual registration as a broker-dealer and SEC-registered investment adviser.

Tysyn Hartman is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Copper Financial since 2019 and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Hartman serves as a board member of the Kansas Sports Hall of Fame, which honors individuals who have contributed to sports in Kansas. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for individual and institutional clients.

Taylor Ahern is a financial advisor with Copper Financial in Lenexa, KS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Century Investments Services Inc and Reed Performing Arts Company. Outside of his advisory work, he serves on the Financial Planning Advisory Board at the University of Missouri-Columbia and participates in selling clothing on Poshmark. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm provides financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and an online Guided Investing option to both individual and institutional clients.

Lalitkumar Dhande is a financial advisor at Copper Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Copper Financial Network LLC since 2018. His prior experience includes roles at UNFCU Advisors, United Nations Federal Credit Union, CUSO Financial Services, Municipal Credit Union, SKI Beer, Park Avenue Securities, and Guardian Life Insurance Company. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm works with individual and institutional clients and emphasizes fiduciary advisory services combined with due diligence and account monitoring.

Albert Judson is a financial advisor at Copper Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, 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, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and is notable for its dual registration as a broker-dealer and SEC-registered investment adviser, as well as its affiliation with CommunityAmerica Federal Credit Union.

Joshua Packman is a financial advisor at Copper Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, CUNA Brokerage Services, Inc., and Cuna Mutual Group. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management, and online guided investing. The firm works with both individual and institutional clients and uses a model centered on third-party manager referrals alongside in-house portfolio management.

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 and HSBC Securities (USA) Inc. Outside of his advisory career, he is a member of two residential real estate investment entities, though he is not involved in their day-to-day operations. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm works with both individual and institutional clients and maintains a dual registration as a broker-dealer and SEC-registered investment adviser.

Joan Bellows is a financial advisor at Copper Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at Copper Financial Network LLC since 2021, following an 18-year tenure at Waddell & Reed, Inc. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Michael Haggerty is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with Copper Financial in Lenexa, KS, where he has worked for over two decades. His prior experience includes a role at CommunityAmerica Credit Union since 2023. In addition to his advisory work, Haggerty serves on several boards, including the Boys and Girls Club of Greater Kansas City and NACUSO, and holds leadership roles within CommunityAmerica-related entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, model-based wrap programs, and online guided investing. The firm supports both individual and institutional clients and emphasizes fiduciary advisory relationships with due diligence on third-party managers.

Machoura Akmalkhodjaeva is a financial advisor at Copper Financial with 11 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at New York Life Insurance and United Nations Federal Credit Union Advisors. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and an online Guided Investing option. The firm serves both individual and institutional clients and distinguishes itself through its dual registration as a broker-dealer and SEC-registered investment adviser, as well as its operational ties to CommunityAmerica Federal Credit Union.

John James is a financial advisor at Copper Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stifel Nicolaus & Co Inc. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, model-based wrap programs, and online guided investing. The firm serves both individual and institutional clients, providing ongoing advisory services and one-time financial plans.