Coppell Advisory Solutions LLC

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Fusion Capital Management since 2020 and at Wessels Financial Services since 2017. Outside of advising, he is involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, utilizing a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing insurance and annuity investments as an insurance agent. 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 employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

James King is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Coppell Advisory Solutions since 2014 and also operates J. Wallace King LLC. King is a licensed agent for fixed insurance and long-term care products. 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 employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement client strategies on a discretionary basis.

Emerita Flores is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 16 years of industry experience. She has worked at Coppell Advisory Solutions since 2021 and previously spent 11 years at Global Asset Management Group, Inc. Outside of her advisory role, she is also a broker and officer at Bay View Realty, a real estate brokerage. 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 uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to manage portfolios tailored to client objectives.

Tiffany Young is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and CoreCap Advisors and has been self-employed since 2011. Outside of her advisory work, she serves as a parishioner and lay ministry leader at Our Lady of Good Counsel, where she participates in liturgical duties and community prayer groups. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm utilizes a customized investment process combining internal and external asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Christopher Brace is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at CLA USA Advisory Group, LLC for five years and has been involved with Cla USA Inc since 2003. Brace has also operated a tax preparation business, Michigan Tax, since 1984 and serves as an insurance agent with Megastar Advisors and The Revolution since 2014. 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 employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis, and offers an open-architecture platform that includes a variety of investment vehicles.

Kirandeep Kaur is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, Merrill, and several mortgage and real estate firms. In addition to her advisory role, Ms. Kaur is an insurance agent at Watts Insurance. 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 both fundamental and technical analysis and manages portfolios on a discretionary basis consistent with client objectives.

John Scarpelli is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Peak Financial Management, Merrimack College, and Apex Retirement Services, as well as positions outside finance in education and hospitality. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process combining internal and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously at CLA USA Advisory Group, LLC. Brace is also a 50% owner of Brace Financial, a business involved in tax preparation and insurance sales. Coppell Advisory Solutions LLC serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customizable investment approach involving both fundamental and technical analysis, employing various asset classes and specialized instruments to align with client objectives.

Karen Holland is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Fusion Capital Management, Dempsey Lord Smith, LLC, Cape Securities, Inc., and several other firms dating back to 2014. In addition to her advisory work, she is involved with Holland Wealth Management / Impact, where she markets insurance and annuity investments as an insurance agent. 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 a combination of tailor-made asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision to meet client objectives.

Gary Watts is a CFP® professional with 15 years of industry experience, currently affiliated with Coppell Advisory Solutions LLC. His prior roles include positions at Wealth Enhancement Brokerage Services, LPL Financial, Whitehall-Parker Securities, Frontier Wealth Strategies, and JP Morgan. In addition to his advisory work, he operates Watts Advisor Tax Planning, through which he sells insurance products and provides tax planning services. 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 process that integrates fundamental and technical analysis and uses an open-architecture platform including equities, mutual funds, ETFs, fixed income, alternative investments, and aggregation of held-away accounts.

Brian Seidenwand is a CFP® with four years of industry experience currently with Coppell Advisory Solutions LLC. His prior roles include positions at The Vanguard Group, Charles Schwab, and TD Ameritrade. In addition to his advisory work, he is an insurance agent specializing in life and annuity products. 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 combining tailored asset allocation models and both fundamental and technical analysis to manage client portfolios.

Jason Cillo is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Fusion Capital Management since 2019 and Virtue Capital Management from 2014 to 2019. In addition to his advisory roles, he operates Steele Associates, a tax planning and preparation business in Milford, NH. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm uses a tailored investment process combining asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Curtis Stephens is a financial advisor with Coppell Advisory Solutions LLC in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms including Peak Brokerage Services, Capital Advisor Network, and Center Street Securities. Outside of his advisory role, Stephens serves as a board member for Madison County’s Zoning Board of Appeals. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, and corporate clients. The firm uses a combination of internally developed and independent asset allocation models along with fundamental and technical analysis to manage portfolios on a discretionary basis.

Justin Koehler is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and six years of industry experience. He has worked at Fusion Capital Management since 2018 and spent ten years at Carson Wealth Management prior to that. Outside of advisory duties, he serves as Director of Sales at Fusion Capital Management, focusing primarily on recruiting direct advisors and institutional clients. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process combining internal and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.