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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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John A

Series 66

Carbondale, IL

Alliance Wealth Advisors

John Alongi II is a financial advisor with Alliance Wealth Advisors in Carbondale, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Alliance Wealth Management LLC since 2019 and has also worked with LPL Financial since 2008. Outside of his advisory role, he is a partner in a family-owned Italian restaurant. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individuals and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to establish individualized investment policies and routinely exercises discretionary authority to implement client trades.

Wealth management
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Bradley W

CFP®, Series 66

Carbondale, IL

Alliance Wealth Advisors

Bradley Wills is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He is currently with Alliance Wealth Advisors in Carbondale, IL, where he has worked since 2019, and has also been affiliated with LPL Financial since 2008. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individual clients and pension and profit-sharing plans. The firm employs a mix of fundamental and technical analysis to develop individualized investment policies and routinely exercises discretionary authority in managing client portfolios.

Wealth management
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Sheila L

Series 63, Series 65

Marion, IL

KCPAG Financial Advisors LLC

Sheila Lautenbacher is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked with KCPAG Financial Advisors since 2015 and has prior experience at Securities America Inc. and Kemper Capital Management. Sheila is also involved with KCPAG Insurance Services LLC. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm integrates fundamental analysis with institutional model portfolios and third-party platforms, providing tailored investment programs and quarterly account reviews.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jolene J

Series 63, Series 65

Marion, IL

KCPAG Financial Advisors LLC

Jolene Johnson is a financial advisor with KCPAG Financial Advisors LLC and Kemper Capital Management LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Kemper Capital Management LLC and KCPAG Financial Advisors LLC since 2008, and previously at Securities America, Inc. from 2007 to 2019. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a combination of fundamental analysis, trading strategies, and access to institutional model portfolios and third-party platforms to develop individualized investment programs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Max N

CFP®, Series 65

Carterville, IL

Core Planning

Max Novak is a CFP® with three years of industry experience, currently serving as a financial advisor at Core Planning. He previously worked at Facet Wealth, Moneta Group Investment Advisors, Personal Capital, PaySimple, and Southern Illinois University. Outside of his advisory role, Novak holds a position as Director of Client Success at Domain Money, a flat fee financial planning firm. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Retirement income strategy
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Zachary N

CFP®, Series 63

Carbondale, IL

Core Planning

Zachary Novak is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Core Planning. His prior roles include positions at Facet Wealth, Buckingham Asset Management, and OppenheimerFunds. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Retirement income strategy
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Mark C

CFP®, Series 66

Carbondale, IL

Independent Wealth Network, Inc.

Mark Chalem is a CFP®-designated financial advisor with Edward Jones in Murphysboro, IL, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Cars Inc of Carbondale from 2012 to 2016. In addition to his advisory role, he serves as an instructor at John A Logan College, teaching broad investment knowledge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and notable for its extensive retail advisor network and affiliated financial services.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer General retirement planning
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Michael N

Series 65, Series 66

Marion, IL

Prospera Financial Services, inc.

Michael Nichols is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cutter & Company Brokerage, Inc. for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple delivery platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael K

Series 63, Series 65

Marion, IL

Valic Financial Advisors

Michael Kaiser is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Valic Financial Advisors since 1998. In addition to his advisory role, he serves on the board of the Lake Estates Property Owners Association in Marion, Illinois. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Curtis W

Series 63, Series 65

Marion, IL

J. W. Cole Advisors, Inc.

Curtis Wharton is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2010. Outside of his advisory role, he works as a property and casualty insurance producer and is involved with Wharton Enterprises, Ltd. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Rachael A

CFP®, Series 66

Carbondale, IL

&PARTNERS

Rachael Asbury is a CFP® and holds a Series 66 license, currently serving as a financial advisor at &Partners with seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, and has a background that includes roles outside finance such as at Fat Bottom Bettys and White Oak Golf Course. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services from portfolio management to estate consulting, utilizing both proprietary and third-party strategies, and features distinctive capabilities such as municipal advisory registration, investment banking, and specialized consulting services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Sidney S

Series 66

Johnston City, IL

Edward Jones

Sidney Stephens is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Stephens worked at General Dynamics Ordnance and Tactical Systems and Continental Tire. Outside of advisory work, Stephens is secretary of Stephens Holdings, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Jeffery M

CFP®, Series 63, Series 65

Marion, IL

Edward Jones

Jeffery Miller is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the board president of Market Street Music Conservatory and serves on the board of the Illinois Baptist State Association, contributing to resource planning and financial oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tucker K

CFP®, Series 66

Du Quoin, IL

Edward Jones

Tucker Kuhnert is a CFP®-designated financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Intertape Polymer Group and Southern Illinois University College. Outside of his advisory role, Kuhnert is a band leader and performs live music locally in Tamaroa, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Robin U

Series 63, Series 66

Marion, IL

Raymond James & Associates

Robin Ucci is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to his current role, he worked at Edward Jones and is involved with Pro Prep and Fulfillment. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and municipal finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Robert C

CFP®, Series 66

West Frankfort, IL

Edward Jones

Robert Cash is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in West Frankfort, IL, he holds the Series 66 designation and has been with Edward Jones throughout his advisory career. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hannah G

Series 66

Carterville, IL

Edward Jones

Hannah Gill is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sara C

Series 66

Marion, IL

Edward Jones

Sara Crone is a Series 66-credentialed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Kforce Staffing Solutions, McBride and Sons, LPL Financial, and First Southern Bank / The Bank of Marion. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William H

Series 63, Series 66

Marion, IL

Raymond James Financial

William Hartmann is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Hilliard Lyons and Arcadia Wealth Group, where he is involved in portfolio management support. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and provides multiple implementation options, frequently operating in an advisory capacity rather than as a discretionary manager.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Brian M

Series 66

Marion, IL

Edward Jones

Brian Mc Hugh is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. Outside of his advisory role, he manages several rental properties in Marion, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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