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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

7 advisors near 75633

Out of 400,000+ nationwide

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Charles M

Series 63, Series 65

Carthage, TX

Dominion Portfolio Management, Inc.

Charles Maraggia is a financial advisor at Dominion Portfolio Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2021. Prior to his advisory career, he served in law enforcement with the Frisco and Grand Prairie Police Departments and was a member of the U.S. Army Reserves. Outside of advisory work, he is also an agent for New Era Life Insurance Company, focusing on fixed annuities and life insurance. Dominion Portfolio Management serves individual, high-net-worth, and business clients with fee-based portfolio management tailored to investor profiles. The firm employs a range of investment strategies using individual securities, ETFs, mutual funds, and third-party managers, and is affiliated with Calton & Associates, Inc. and PeakShares LLC.

Annuities
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David M

Series 63, Series 65

Carthage, TX

Cetera

David Murphy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cetera since 2004 and also serves as CEO and Chairman of the Board of First State Bank & Trust Company. Outside of his advisory role, Murphy is involved in a family-owned tree farm partnership and holds leadership positions including president of the United Fund of Panola County and chairman of the board for Broadmoor Baptist Church. 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 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions across multiple custodial platforms.

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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Adam W

Series 66

Carthage, TX

LPL Financial

Adam Weber is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial. 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 financial planning and investment management options 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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Sarah G

Series 63, Series 66

Carthage, TX

Edward Jones

Sarah Goodson Chandler is a financial advisor with Edward Jones in Carthage, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves as president of several local LLCs, including Goodson Properties and Emerald Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary services. The firm manages over $1 trillion in assets through its extensive network of advisors and branch offices nationwide.

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

Series 66

Carthage, TX

Edward Jones

Olivia Boone is a financial advisor at Edward Jones in Carthage, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at TXU Energy and TC Dillard Properties LLC. 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 large network of advisors and branch offices, offering 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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Christian L

Series 66

Carthage, TX

Cetera

Christian Lindsey is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at First State Bank & Trust, Consolidated Electrical Distributors, and educational institutions such as the University of Louisiana Lafayette and Centenary College of Louisiana. 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 solutions, combining retirement and institutional capabilities with extensive advisory services.

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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Elizabeth E

Series 66

Carthage, TX

Edward Jones

Elizabeth Elliott is a Series 66-licensed financial advisor with Edward Jones in Carthage, TX, where she has worked since 2015. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management 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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