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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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Timothy H

Series 63, Series 65

Morgan City, LA

Eagle Strategies (NY Life)

Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) in Morgan City, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities Inc. since 1996. Outside of his advisory role, he serves as an officer and Sergeant at Arms on the local Rotary Board. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

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

PFS™, Series 66

Morgan City, LA

Cetera

Lauren Hebert is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, and has 19 years of industry experience. She has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of her advisory work, Hebert serves on the Accounting Advisory Board at Nicholls State University and manages a crafts business, Sugar Sham Boutique, LLC. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions with a combination of advisor-managed accounts, 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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John A

PFS™, Series 66

Morgan City, LA

Cetera

John Armato is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 19 years of industry experience. His prior work includes roles at Avantax Investment Services and 1st Global Advisors, as well as a long-standing position with the CPA firm Darnall, Sikes & Frederick, where he is a shareholder. Outside of advisory work, he is involved in various real estate ventures and serves as a trustee for multiple trusts. 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 and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with integrated retirement and trust capabilities.

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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Claire R

PFS™

Morgan City, LA

Cetera

Claire Reiners is a financial advisor at Cetera with the PFS™ designation and two years of industry experience. She has worked at Darnall Sikes Wealth Partners, Avantax Advisory Services, and has been a manager at Darnall, Sikes & Frederick CPAs since 2013. Outside of her advisory roles, she serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a broad network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining discretionary and non-discretionary solutions with access to multiple program structures and third-party managers.

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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Robert M

CFP®, Series 63

Morgan City, LA

Cetera

Robert Marcell is a CFP®-certified financial advisor with 35 years of industry experience, currently with Avantax Planning Partners, Inc. in Morgan City, LA. He has held various roles within Avantax and affiliated firms since 2011 and is also a financial advisor at Darnall Sikes Wealth Partners, LLC. Outside of advisory work, he serves as secretary for both DIV-TECH Supply, Inc., a payroll service company, and Mako Partnership. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, and operates within a larger corporate group that includes broker-dealer and insurance affiliates.

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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Jakob D

Series 66

Morgan City, LA

Edward Jones

Jakob Dworaczyk is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2017 and previously worked at iBeria Financial Services from 2010 to 2017. Jakob is based in Morgan City, Louisiana. 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 and offers a range of advisory and investment strategies 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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Cory A

Series 66

Morgan City, LA

Edward Jones

Cory Adams is a financial advisor with Edward Jones in Morgan City, LA, holding a Series 66 designation and seven years of industry experience. He worked at Hassell Wealth Management from 2014 to 2018 before joining Edward Jones in 2018. Outside of his advisory role, he manages Adams Management LLC, a rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates a large national network of advisors and offers discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Business ownership considerations Founder/Business Owner
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Dane R

Series 66

Morgan City, LA

Raymond James Financial

Dane Robison is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and Edward Jones. Outside of his advisory role, he serves on the finance and investment committee of Central Catholic in Morgan City, LA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, using tailored asset-allocation strategies and a broad affiliate network to support client needs.

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

CFP®, PFS™, Series 66

Morgan City, LA

Cetera

Ed Sikes is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services, 1ST Global Advisors, and maintains a role as president of the CPA firm Darnall, Sikes, Gardes & Frederick. Outside of his advisory work, he serves as president of a CPA firm and is involved in wealth management through Darnall Sikes Wealth Partners LLC. Cetera Investment Advisers serves a diverse client base including individual, 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, supported by affiliated model portfolios and multiple program structures.

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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Kimberly L

Series 66

Morgan City, LA

Edward Jones

Kimberly Lowry is a financial advisor with Edward Jones in Morgan City, LA, holding a Series 66 designation and 9 years of industry experience. She has been with Edward Jones since 2016. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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