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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Maria G

Series 65

New York, NY

Beta Management LLC

Maria Gazzola is a financial advisor at Beta Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sky West since 2021. Maria also has longstanding involvement with Alpha Management International, LLC since 2002 and previously worked at Bloomingdale's. Outside of her advisory role, she operates a New York property management firm serving international clients and works as a flight attendant. Beta Management LLC refers high-net-worth individuals, primarily non-U.S. persons, to other registered investment advisers rather than providing direct portfolio management or custody services. The firm focuses on vetting advisers for professionalism, integrity, and competence, with clients retaining discretion over referrals.

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