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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

11 advisors near 71055

Out of 400,000+ nationwide

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Jeremy P

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

Jeremy Pendergrass is a financial advisor at Meriwether Wealth & Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Argent Advisors, Inc. and Riverstone Software prior to joining Meriwether Wealth & Planning in 2021. Outside of his advisory role, he owns Pendergrass Management, LLC, a coaching and consulting firm serving business and nonprofit leaders. Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios with a combination of direct management, outside managers, and various investment vehicles.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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John C

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

John Cristler is a financial advisor at Meriwether Wealth & Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Crossmark Management Group and in educational roles at Louisiana Tech University and North Desoto High School. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets with a combination of direct management and outside managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Tracy C

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with four years of industry experience. Prior to joining Meriwether Wealth & Planning in 2021, Campbell worked at b1BANK for seven years. Outside of advising, Campbell is the owner of TLC Self Storage LLC and operates as a vendor at two local antique malls. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $263 million in discretionary assets with a multi-faceted investment approach that includes direct management and third-party managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Mark G

CFP®

Minden, LA

Meriwether Wealth & Planning, LLC

Mark Green is a CFP® professional at Meriwether Wealth & Planning, LLC with one year of industry experience. Prior to joining Meriwether Wealth & Planning, he worked in physical therapy roles at Sports Orthopedic & Spine Therapy, Concentra Physical Therapy, and University Health. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Andrew P

CFP®, Series 66

Minden, LA

Meriwether Wealth & Planning, LLC

Andrew Pendergrass is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Meriwether Wealth & Planning, LLC since 2021 and previously held roles at Argent Trust Company, Argent Advisors, Inc., and LPL Financial. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and consulting, using a combination of model allocations and individualized recommendations across a variety of investment vehicles.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Robert A

Series 63, Series 66

Gibsland, LA

Tucker Asset Management LLC

Robert Anglin is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes roles at LPL Financial and Investment Centers of America, with over two decades at GBT Financial Services, where he is also a licensed insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down macroeconomic asset-allocation process and integrates alternative investments, including private or non-liquid assets, to implement diversified portfolios.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan R

CFP®, Series 63, Series 65

Plano, TX

LPL Financial

Ryan Rayburn is a CFP® professional affiliated with LPL Financial, based in Plano, TX, with 22 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for ten years before joining LPL Financial. Outside of his advisory role, he is involved with Strategic Wealth Partners PLLC, focusing on non-variable insurance and investment-related activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs across a broad platform.

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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Risdon W

CFP®, ChFC®, Series 63

Plano, TX

LPL Financial

Risdon Woodard III is a CFP® and ChFC® with 50 years of industry experience. He is currently affiliated with LPL Financial and previously spent nearly five decades at Lincoln Financial Advisors Corporation. Outside of his advisory work, he is involved in multiple business entities primarily for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management 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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Brian M

Series 66

Homer, LA

Edward Jones

Brian Meeker is a financial advisor with Edward Jones in Homer, Louisiana, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 following six years at Enterprise Computing Services. Outside of advising, Meeker owns and operates Mammoth Equipment Rental LLC, a local equipment rental business. 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary 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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Micah H

Series 66

Mindon, LA

LPL Financial

Micah Hanson is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Richland State Bank and Investment Professionals Inc. Outside of his advisory work, Hanson is the owner of Hanson Farm & Timber LLC and is a member and manager of MC Holding LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, 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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Robert W

Series 66

Minden, LA

Edward Jones

Robert White is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds a Series 66 designation. 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 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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