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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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Lisa L

Series 66

Russellville, AL

Raymond James & Associates

Lisa Link Murphy is a financial advisor with Raymond James & Associates in Russellville, Alabama, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides tailored financial plans and investment recommendations using proprietary research and planning tools, and it also delivers institutional consulting and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Robert J

Series 63

Russellville, AL

Edward Jones

Robert Jones is a financial advisor with Edward Jones, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. 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 nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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

Series 66

Russellville, AL

Edward Jones

John Riggs is a financial advisor with Edward Jones in Russellville, AL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the Marion County Board of Education and Liberty Free Will Baptist Church. Outside of his advisory role, he serves as President and Chairman of the Board for Enviame (Send Me), Inc., a company he founded. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides various advisory programs and investment solutions 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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