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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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Peyton O

Series 66

Sallisaw, OK

Edward Jones

Peyton Orrick is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Orrick worked at Farmer's Cooperative and Arkansas Tech University. 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 more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and a proprietary money market fund, operating under a fiduciary standard.

Retirement income strategy Wealth management ESG / Sustainable investing General retirement planning Founder/Business Owner
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Marley A

Series 63, Series 66

Sallisaw, OK

LPL Financial

Marley Abell is a financial advisor with LPL Financial in Sallisaw, Oklahoma, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at First National Bank and LPL Financial since 2008. Outside of his advisory role, he is associated with Bag the Buck LLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, 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 combines large-scale advisory operations with non-advisory product activities.

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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Alisha P

Series 66

Sallisaw, OK

LPL Financial

Alisha Priddy is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and has been with LPL Financial and Firstar Bank since 2025. Outside of her advisory role, she has a contract position with Spark, a Walmart affiliate, in Sallisaw, OK. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions 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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Kimberly Y

Series 66

Sallisaw, OK

Edward Jones

Kimberly Young is a Series 66-licensed financial advisor with Edward Jones in Sallisaw, Oklahoma, where she has worked since 2014. She has 12 years of experience in the industry. 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 discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds, supported by a large nationwide network of advisors and branch offices.

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