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Jacob A

Series 63, Series 65

Casper, WY

Salus Financial Advisors

Jacob Allen is a financial advisor at Salus Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CorePath Wealth Partners and Charles Schwab & Co., Inc. before joining his current firm. Salus Financial Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages over $262 million in assets with a five-advisor team, offering primarily long-term, discretionary investment strategies through a variety of instruments and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Max J

Series 65

Denver, CO

Salus Financial Advisors

Max Jelle is a financial advisor at Salus Financial Advisors in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Salus Financial Advisors, he worked at Corepath Wealth Partners and served 11 years in the U.S. Air Force. He is also involved in insurance sales and servicing, dedicating approximately 10 percent of his time to this activity. Salus Financial Advisors is a registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolios and long-term investment strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Colin S

Series 63, Series 65

Scottsdale, AZ

Salus Financial Advisors

Colin Shepherd is a financial advisor at Salus Financial Advisors with 10 years of industry experience. He has held positions at Corepath Wealth Partners and North Star Resource Group prior to joining Salus Financial Advisors. He holds Series 63 and Series 65 licenses. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolio construction and long-term investment strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Richard S

CFP®, Series 63

Colorado Springs, CO

Salus Financial Advisors

Richard Schultenover is a CFP® with 25 years of industry experience. He is currently with Salus Financial Advisors, where he has worked since 2024. His prior experience includes roles at CorePath Wealth Partners LLC and Securian Financial Services. He is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, charitable organizations, businesses, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing customized, fiduciary-driven portfolio construction with a long-term investment orientation.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Jesse K

Series 63, Series 66

Minneapolis, MN

Salus Financial Advisors

Jesse Karich is a financial advisor with Salus Financial Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes significant tenure with North Star Consultants Inc., CRI Securities, and Securian Financial Services Inc. prior to joining Salus Financial Advisors. Salus Financial Advisors is a five-advisor team serving approximately 365 clients with a focus on wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a fiduciary approach, offering customized, primarily long-term investment strategies across a range of asset classes, and leverages institutional platform relationships to support client portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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