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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

2 advisors near 35565

Out of 400,000+ nationwide

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Austin H

Series 66

Haleyville, AL

First Command Advisory Services

Austin Hulsey is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. He previously served in the United States Army from 2016 to 2020 before joining First Command in 2021. First Command serves a diverse clientele including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and manages portfolios using an in-house investment team that applies fundamental manager analysis and modern portfolio principles.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Bobby T

Series 63

Haleyville, AL

LPL Financial

Bobby Taylor Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at LPL Financial since 2015. Outside of his advisory role, he is a part owner of a self-service car wash in Haleyville, Alabama. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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