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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

16 advisors near 67114

Out of 400,000+ nationwide

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John M

CFP®, Series 65

Newton, KS

Longview Advisors, LLC

John Miller is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with Longview Advisors, LLC since 2016, where he is the sole advisor. Outside of his advisory role, he serves as treasurer for his family's grain production farm. Longview Advisors is a fee-only independent firm serving individuals, retirement plans, trusts, and charitable organizations. The firm integrates investment strategy with financial planning using a passive, asset-class diversification approach and offers various structured planning frameworks under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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William E

Series 63, Series 65

Halstead, KS

First Command Advisory Services

William Eldridge is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command in various capacities since 2014. Eldridge is also the managing partner of GPS Financial, LLC, a business he uses for managing his First Command-related financial activities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking product distribution. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and offers a structured 12-month Tailored Professional Services engagement alongside discretionary asset management solutions.

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

Series 63, Series 65

Newton, KS

Cetera

Steven Nikkel is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Outside of his advisory role, he serves as treasurer and board member of church planning committees, where he helps distribute funds and researches new potential church congregations. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional and trust network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Nathaniel H

Series 66

Newton, KS

LPL Financial

Nathaniel Heilig is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL, he held various roles including positions at Aptive Environmental and Gel Blaster, and he was a student at Tabor College. Outside of finance, he is active as a musician with DJ Vapormist and is involved with GAINZ CENTRAL LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with insurance, credit, and lending services.

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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Sandra R

Series 66

Newton, KS

Ameriprise

Sandra Rohe is a financial advisor with Ameriprise in Newton, Kansas, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she serves on the Board of Directors for the Caring Hands Humane Society and acts as Secretary of the Hospitality Commission at Bethel College Mennonite Church. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting process to deliver tailored retirement income advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Denise V

Series 66

Newton, KS

Cetera

Denise Voth is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has been with Cetera and its affiliated entities since 2016. Outside of her advisory role, she serves as treasurer for the Goessel Recreation Commission and the Goessel Bluebird Backers, handling bookkeeping and financial reporting. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kevin G

CFP®, Series 63, Series 65

Newton, KS

Cetera

Kevin Goering is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Cetera and has held positions at Avantax Advisory Services and related entities for over two decades. In addition to his advisory work, he operates a CPA practice focused on tax preparation and accounting and serves as co-trustee of a family revocable trust. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services utilizing both firm-sponsored and third-party investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Joanna H

Series 66

Newton, KS

Edward Jones

Joanna Hirsh is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 services, including discretionary and non-discretionary wrap fee strategies, 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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James B

Series 66

Newton, KS

Edward Jones

James Burkett is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to his current role, he was involved with Lifeprep Academy and First MB Church. 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, supported by a large network of advisors and branch offices nationwide.

Wealth management Founder/Business Owner Religious/faith focused
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Emily S

ChFC®, Series 66

Newton, KS

Edward Jones

Emily Stewart is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Charitable giving & philanthropy Inheritance planning Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Joseph O

Series 63, Series 65

Newton, KS

LPL Financial

Joseph Oswald is a financial advisor with LPL Financial in Newton, Kansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial since 2006. 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 range of investment solutions supported by an in-house research team and delivers services through 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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Richard P

Series 63, Series 65

Newton, KS

Cambridge Investment Research Advisors

Richard Parsons is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Crossroads Financial Advisors and several other firms dating back to 2000. Outside of his advisory work, Parsons serves as president of the Wichita Toy Train Museum & Club and holds board positions in multiple community organizations. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes multiple account platforms and third-party strategists to implement client strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jeffrey G

CFP®, ChFC®, Series 66

Newton, KS

Edward Jones

Jeffrey Graber is a CFP® and ChFC® professional with 12 years of experience, all with Edward Jones. He serves as a public address announcer for athletics at Bethel College in North Newton, KS. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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Michael B

Series 63, Series 66

Newton, KS

Edward Jones

Michael Barron is a financial advisor at Edward Jones with 26 years of industry experience. He has held his position at Edward Jones since 1999 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Barron is the owner of Blue Chip Properties LLC, a real estate business in Newton, Kansas. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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Matthew G

Series 66

Newton, KS

Cetera

Matthew Goering is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. from 2018 to 2025. Outside of his advisory role, he is involved in accounting and tax preparation through Goering CPA, P.A., where he has worked since 2013. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Tyler P

CFP®, Series 66

Newton, KS

Raymond James Financial

Tyler Peachey is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Wealth Alliance Advisory Group, Mutual Securities, The Prudential Insurance Company of America, LPL Financial, and Peoples Bank & Trust Co. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and access to various advisory programs, emphasizing tailored financial plans and client-directed investment decisions.

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