Our Team

Financial Advisors

At Cooper, Adel, Vu Financial we offer a fee-only, fiduciary approach to meeting your goals. It means that we work closely and continuously with you to maximize your Social Security and pension benefits, and minimize taxation on your retirement accounts. Our commitment is to be there for you through the events that shape your life, helping you build a customized plan and keeping it on track so your financial future is safe and secure.

Julian Guilfoyle

President

Financial Advisor

Jacob Sansom

Vice President

Financial Advisor

Daniel Weingartner

CERTIFIED FINANCIAL PLANNER™

IRS Enrolled Agent

Director, Operations

Dylan Schalmo

Financial Advisor

IRS Enrolled Agent

Director, Trading

Derrick Edwards

Financial Advisor

Jeff Jones, CRPC®

Financial Advisor

D. Luke Ross, Esq.

Financial Advisor

IRS Enrolled Agent

Jake Pennington

Financial Advisor

Adrian Karas

CERTIFIED FINANCIAL PLANNER™

Financial Advisor

Locations

+1 844 262 5214

Julian Guilfoyle, Jacob Sansom, Adrian Karas, Anish Rajgolikar, Chris Nani, Daniel Weingartner, Derrick Edwards, Dylan Schalmo, Jake Pennington, Jeff Jones and  Luke Ross of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.

Julian Guilfoyle, Jacob Sansom, Adrian Karas, Anish Rajgolikar, Daniel Weingartner, Derrick Edwards, Dylan Schalmo, Jake Pennington, Jeff Jones and Luke Ross of Cooper, Adel, Vu Financial, LLC of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.

 Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.

Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Locations

+1 844 262 5214

Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.

Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.

Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.

Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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