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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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Derek D

Series 63, Series 65

Hockton, GA

Alden investment Group

Derek D'Alonzo is a financial advisor at Alden Investment Group with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Ameriprise Financial Services and SunTrust Advisory Services. Alden Investment Group serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm uses customized asset allocations that combine proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates technology and supports unified managed accounts and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Mary Makenna B

Series 66

Eastman, GA

Edward Jones

Mary Makenna Buffington is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to her current role, she was employed with the Pulaski County School System and operated Mak.Money LLC, a business venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and resources, 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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