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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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Amelia S

Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Capital Investment Group, Inc and Vision Financial Group. Outside of advisory work, she is a fixed annuity and life insurance agent and also sells used clothing on Poshmark. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a variety of analytical methods and regularly monitoring client portfolios.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Scott B

CFP®, Series 63, Series 66

Springfield, GA

Capital Investment Advisory Services, LLC

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Talbert E

CFP®, Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Rachel B

Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Rachel Bass is a financial advisor at Capital Investment Advisory Services, LLC with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Capital Investment Group, Inc., Vision Financial, and Stella. She is also the owner of RDG Financial, a business involved in the sale of fixed insurance products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Robert F

Series 66

Springfield, GA

Capital Investment Advisory Services, LLC

Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Chad B

Series 66

Guyton, GA

Lincoln Investment

Chad Brennan is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management, and ran Brennan Financial Services. Outside of his advisory role, Brennan serves as a board member for Mashview Bible Camp, a nonprofit children’s summer camp. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning, portfolio management, and advisory services.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Educators, Teachers, and Academics Founder/Business Owner Retired Approaching retirement HENRY (High Earners, Not Rich Yet)
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Michael T

CFP®, Series 63, Series 66

Guyton, GA

Capital Analysts

Michael Thames is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Capital Analysts and Lincoln Investment. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Thames is also a finance committee member at Gateway Church, where he participates in quarterly meetings to discuss church finances and projects. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm employs an in-house Investment Management & Research team that constructs model portfolios using quantitative screening and proprietary fund lists, offering a range of mutual fund, ETF, and stock models with various discretionary options.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Jeremy H

Series 66

Springfield, GA

Edward Jones

Jeremy Herren is a financial advisor with Edward Jones in Springfield, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Herren is involved with CD Baby, managing streaming revenue activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Rachel C

Series 66

Guyton, GA

Ameriprise

Rachel Cadichon is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is the sole member of Rachel Cadichon LLC, a business entity used to pay staff. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Monica E

Series 63, Series 65

Guyton, GA

Primerica Advisors

Monica Everett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 22 years of experience. She has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2004. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Shari S

Series 63, Series 65

Guyton, GA

Raymond James & Associates

Shari Stiles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Lang Capital, LLC for six years before joining Raymond James in 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations and also delivers institutional consulting and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Thomas A

Series 63, Series 66

Clyo, GA

Cambridge Investment Research Advisors

Thomas Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and has been self-employed since 1973. Outside of his advisory work, Allen is a 50% partner in a farming operation and serves as vice chairman of the Effingham County Elections Board, which oversees local election processes. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers across multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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