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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

8 advisors near 70634

Out of 400,000+ nationwide

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Jeffery S

Series 63, Series 65

Deridder, LA

Strategic Financial Concepts, llc

Jeffery Solinsky is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and Strategic Financial Concepts since 2009. Outside of his advisory work, he serves as an elected alderman for the Town of Rosepine, Louisiana, and manages a beekeeping and fruit orchard business with his wife. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management that incorporates fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Cash flow / budgeting Options & derivatives strategies
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Eden S

Series 65

De Ridder, LA

Strategic Financial Concepts, llc

Eden Solinsky is a Series 65-licensed advisor with Strategic Financial Concepts, LLC, based in De Ridder, LA. He has been with the firm since 2025 and also operates the Solinsky Group Insurance Agency, which he has managed since 2017. Prior to his advisory career, he worked at McNeese State University from 2013 to 2017. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Cash flow / budgeting Options & derivatives strategies
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Walter S

Series 63, Series 66

De Ridder, LA

Edward Jones

Walter Smith is a financial advisor with Edward Jones in De Ridder, LA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is the owner of a commercial and residential rental property business in De Ridder. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 65

De Ridder, LA

Raymond James Financial

John Windham is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 65 designation and has worked at several firms including Investment Partners of Acadiana, Hibernia Wealth Management, LPL Financial, Stratos Wealth Partners, and Voya Financial Advisors. Outside of advising, he is a partner at Windham & Reed CPA, L.L.C., an accounting firm where he is involved in tax preparation and governmental audits. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority to clients.

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

PFS™, Series 63

Deridder, LA

Cetera

Charles Scarbrough is a financial advisor at Cetera with 28 years of industry experience and holds the PFS™ and Series 63 designations. He has previously worked at Avantax Advisory Services and operates Willow Chute Financial, where he provides financial planning and coaching for individuals and small businesses. Additionally, he owns a CPA firm and serves as an executor for estate matters. 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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Michael C

CFP®, ChFC®, Series 63, Series 65

Deridder, LA

Cetera

Michael Cournoyer is a CFP® and ChFC® with 31 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of advising, he serves as a deacon at First Baptist Church of Merryville and provides notarial services through his own LLC. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm employs a combination of advisor-managed accounts, model portfolios, and third-party managed solutions, supported by a broad institutional and retirement services platform.

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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Allen I

Series 63, Series 66

Deridder, LA

Edward Jones

Allen Istre Jr. is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he serves as president of the church choir at First Baptist Church of DeRidder. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide 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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Taylor M

Series 66

De Ridder, LA

Edward Jones

Taylor Martin is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, Martin gained experience at Louisiana Farm Bureau Mutual Insurance Company, Sabine State Bank, and Tractor Supply Co., and also worked at McNeese State University and Bayou Splash and Dash Carwash. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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