Our
IRS Enrolled Agents
Under the umbrella of the Cooper, Adel, Vu companies, IRS Enrolled Agents from our law firm and financial company provide auxiliary support to get your returns out as quickly and efficiently as possible. The Enrolled Agent license is the highest credential the IRS awards. For more information, download the brochure below or visit the IRS website.
IRS Enrolled Agent
Andrew Karas*
Bachelor of Business Administration, University of Cincinnati
Masters of Business Administration, Xavier University
Certified Financial Planner ™
Director of Financial Operations &
Financial Advisor, Cooper, Adel, Vu Financial, LLC
IRS Enrolled Agent
Dylan Schalmo*
Bachelors of Science, Otterbein University
Completed Series 7 & 66 Securities Registrations
Passed Level 1 of the Chartered Financial Analyst Program
Licensed for Life, Accident & Health Insurance
Director of Trading &
Financial Advisor, Cooper, Adel Vu Financial, LLC
IRS Enrolled Agent
Luke Ross*, Esq.
Bachelor of Arts, The Ohio State University
Juris Doctor, University of Akron
Securities Registrations Series 66 & 7
Financial Advisor, Cooper, Adel, Vu Financial, LLC
IRS Enrolled Agent
Daniel Weingartner*
Bachelor of Science, Miami University at Oxford, Ohio
Certified Financial Planner ™
Director of Financial Operations &
Financial Advisor, Cooper, Adel, Vu Financial, LLC
IRS Enrolled Agent
Andrew Kizewic, Esq
Bachelor's degree in Accounting, The University of Toledo
Juris Doctor, University of Toledo College of Law
Senior Associate Attorney,
Cooper, Adel, Vu & Associates, LPA*
Locations
Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 888-488-9955
*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are partially owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.
**Julian Guilfoyle, Jacob Sansom, Dylan Schalmo, Daniel Weingartner, Jeff Jones, Jake Pennington, Luke Ross, Anish Rajgolikar, Ryan Fischer, Derrick Edwards, Adrian Karas, Jimmy Gundling, and Addison Crouch of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Julian Guilfoyle, Jacob Sansom, Dylan Schalmo, Daniel Weingartner, Jeff Jones, Jake Pennington, Luke Ross, Anish Rajgolikar, Ryan Fischer, Derrick Edwards, Adrian Karas, Jimmy Gundling, and Addison Crouch 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.
*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are partially owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.
**Jacob Sansom, Adrian Karas, Dylan Schalmo, Luke Ross and Daniel Weingartner are registered representatives of and conduct securities transactions through CoreCap Investments, LCC. Jacob Sansom, Adrian Karas, Dylan Schalmo, Luke Ross and Daniel Weingartner are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial, LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.
Copyright © 2026 by Cooper, Adel, Vu Tax Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Information obtained on this website does not constitute professional advice nor does it create a professional relationship with Cooper, Adel, Vu Tax Services, LLC.
The content is developed from sources believed to be provide 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. Cooper, Adel, Vu is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Cooper, Adel, Vu 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.
Locations
Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 888-488-9955
*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are a wholly owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.
**Dylan Schalmo and Daniel Weingartner are registered representatives of and conduct securities transactions through CoreCap Investments, LCC. Dylan Schalmo and Daniel Weingartner are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial, LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.
Copyright © 2026 by Cooper, Adel, Vu Tax Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Information obtained on this website does not constitute professional advice nor does it create a professional relationship with Cooper, Adel, Vu Tax Services, LLC.
The content is developed from sources believed to be provide 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. Cooper, Adel, Vu is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Cooper, Adel, Vu 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.