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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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Melissa T

CFP®

Verona, NJ

Main Street Financial Solutions, LLC

Melissa Thier is a CFP® professional with six years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2018. Prior to joining the firm, she worked as a consultant from 2013 to 2018. Main Street Financial Solutions manages approximately $2.49 billion in assets for a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm employs a multi-asset investment approach combining low-cost mutual funds, passive ETFs, actively managed funds, individual equities and bonds, options, and selected Independent Managers.

Passive / index investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Christina M

CFP®, Series 65

New York, NY

Main Street Financial Solutions, LLC

Christina Massalay is a CFP® professional with 12 years of industry experience. She currently works at Main Street Financial Solutions, LLC and previously spent 11 years at Credit Suisse Securities (USA) LLC. Main Street Financial Solutions manages approximately $2.49 billion in regulatory assets for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and institutional investors. The firm employs a multi-asset investment approach that combines low-cost mutual funds and passive ETFs with actively managed funds, individual securities, options, and selected Independent Managers, providing both discretionary and non-discretionary services.

Passive / index investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jamahl M

CFP®, ChFC®, Series 63, Series 66

Verona, NJ

Main Street Financial Solutions, LLC

Jamahl Mahmood is a CFP® and ChFC® with 24 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has prior experience at Purshe Kaplan Sterling Investments and Access Wealth Planning, LLC. Outside of his advisory role, Mahmood serves as a wedding officiant and is a board member of the AFK Foundation and Glenwood Pier Condo Association. Main Street Financial Solutions manages approximately $2.49 billion in assets for over 2,200 clients through a multi-team structure. The firm employs an academic-based, multi-asset investment approach that includes low-cost mutual funds, passive ETFs, actively managed funds, individual securities, options, and selected Independent Managers, serving a diverse client base that includes institutional and individual investors.

Passive / index investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Nicolas V

CFP®, Series 63, Series 65

New York, NY

Main Street Financial Solutions, LLC

Nicolas Valdes Fauli is a CFP® professional with 10 years of industry experience, currently affiliated with Main Street Financial Solutions, LLC in New York, NY. He has been with Main Street Financial Solutions, including its Thin Blue Line Financial division, since 2010. Main Street Financial Solutions manages approximately $2.49 billion in regulatory assets for over 2,200 clients through a multi-team structure. The firm offers financial planning, investment management, retirement plan consulting, and access to alternative investments using an academic-based, multi-asset approach that includes passive and active strategies, serving individual, high-net-worth, and institutional clients.

Passive / index investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Ayman E

CFP®, CFA®, Series 66

Staten Island, NY

Main Street Financial Solutions, LLC

Ayman Ezzat is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He has worked at Main Street Financial Solutions, LLC since 2018 and previously held roles at Bank of America, N.A. and Merrill from 2011 to 2018. Main Street Financial Solutions manages approximately $2.49 billion in assets for over 2,200 clients through 35 advisors. The firm serves individuals, high-net-worth clients, and institutional clients including pension plans and sovereign wealth funds, employing an academic-based, multi-asset investment approach that combines low-cost passive funds with active management and alternative investments.

Passive / index investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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