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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

15 advisors near 74464

Out of 400,000+ nationwide

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Randall M

CFP®, ChFC®, Series 66

Tahlequah, OK

Edward Jones

Randall Merciez is a financial advisor with Edward Jones in Tahlequah, OK, holding CFP®, ChFC®, and Series 66 credentials and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services 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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Renda R

Series 63, Series 65

Tahlequah, OK

OSAIC

Renda Reese Davis is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors and VOYA Financial Advisors. She serves as a board member of the Oklahoma Law Enforcement Retirement System and is secretary of the Tahlequah Stockyards. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Jeffrey W

Series 66

Fort Gibson, OK

Edward Jones

Jeffrey Walker is a financial advisor with Edward Jones in Fort Gibson, OK. He holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked in education at several public schools, including Cherokee Nation/Sequoyah High School and Porter Consolidated Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary 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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Julie L

CFP®, Series 66

Tahlequah, OK

Edward Jones

Julie Laney is a CFP®-designated financial advisor with Edward Jones in Tahlequah, Oklahoma, where she has worked since 2013, totaling 12 years of industry experience. She holds a Series 66 license and is a 50% owner of a car wash business, The Wash Barns, located in Fort Gibson, Oklahoma, which is managed by her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Lauren F

Series 66

Tahlequah, OK

Edward Jones

Lauren Fowler is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Lululemon Athletica, Younique LLC, and Ivivva. Outside of financial advising, Fowler maintains a private blog focused on beauty, health, fitness, and nature-based tips, and she serves as an instructor on wills and will writing at Indian Capital Technology Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm 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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jackson W

Series 66

Tahlequah, OK

Edward Jones

Jackson Williams is a Series 66-licensed financial advisor with Edward Jones in Tahlequah, Oklahoma. He has one year of experience in the industry and previously worked in supply and drilling sectors before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs, offering both discretionary and non-discretionary investment strategies, and managing approximately $1.01 trillion in assets through a large national network of financial advisors and branches.

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

Series 63, Series 65

Tahleqauh, OK

OSAIC

Jason Snyder is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Snyder is also a family pastor at Timothy Baptist Church, where he coordinates ministry events. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Renita D

Series 63, Series 65

Tahlequah, OK

OSAIC

Renita Dick is a financial advisor with Osaic Wealth, Inc. based in Tahlequah, Oklahoma, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes positions at Securities America Advisors and Voya Financial Advisors, alongside operating 2 Sisters Financial. Outside of financial advising, she is the owner of Green Country Funeral Home and participates as a member of the Northeastern Health System Foundation, assisting with event planning. Osaic Wealth, Inc. serves a broad client base including individuals, pension plans, corporations, and nonprofits, offering a range of advisory and brokerage services. The firm utilizes technology-driven investment processes and provides access to various investment products and platforms, supporting a large network of advisors and clients nationwide.

Annuities Founder/Business Owner Executive Retired
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Joseph F

Series 66

Fort Gibson, OK

Edward Jones

Joseph Fulton is a financial advisor at Edward Jones in Fort Gibson, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles including at DNA Security and Tulsa Public Schools. Fulton is also involved as a security team member at Bethany Church of Broken Arrow and contributes as a copy editor for a hunting magazine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary 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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Michael D

Series 66

Tahlequah, OK

Ameriprise

Michael Dobbins is a financial advisor with Ameriprise in Tahlequah, OK, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2018 and previously spent six years with Investment Professionals Inc. Outside of advising, Dobbins serves as president and director of Bank of Cherokee County and teaches business classes as an adjunct faculty member at Northeastern State University. He is also involved with the Rotary Club of Tahlequah/Cherokee County and participates on the finance committee of Crescent Valley Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jaden S

Series 66

Tahleqauh, OK

OSAIC

Jaden Snyder is a financial advisor at Osaic Wealth with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Hornor, Townsend & Kent, LLC, McAfee & Taft, and Commerce Bank. He also has teaching experience at Tulsa University College of Law and has been involved in insurance brokerage through his sole proprietorship, DotsonSnyder Financial. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments and advanced portfolio management tools, offering a wide range of investment options and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Steven W

Series 63, Series 66

Tahlequah, OK

Edward Jones

Steven Worth is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Worth consults on products and marketing for SKATECH Inc Fireworks. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management ESG / Sustainable investing General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Anita T

Series 66

Tahlequah, OK

Edward Jones

Anita Thompson is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding a Series 66 license and seven years of industry experience. She has been with Edward Jones since 2018 and has also provided consulting services to Connors State College. Outside of advising, she operates a small vintage item resale business on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Matthew C

CFP®, Series 63, Series 66

Tahlequah, OK

Edward Jones

Matthew Chapman is a financial advisor at Edward Jones in Tahlequah, OK, holding the CFP® designation with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to 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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Jeremy M

Series 66

Tahlequah, OK

Edward Jones

Jeremy Mc Clure is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked in various pharmaceutical companies prior to joining Edward Jones in 2022. Outside of his advisory role, he is the sole owner of Lummy's Ideas LLC, which holds licensing rights to a sports app in Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, 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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