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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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Mark R

Series 63, Series 65

Rolla, MO

wealth Enhancement Advisory Services, LLC

Mark Riefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Wise Wealth, LLC, Bright Portfolios, LLC, Clear Message Management, LLC, Level Paths LLC, and Clear Money Path. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active management guided by quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Abigail G

Series 66

Cuba, MO

Edward Jones

Abigail Garms is a Series 66 licensed financial advisor with Edward Jones, based in Cuba, MO, with seven years of industry experience. She previously worked at Stifel from 2016 to 2020 before joining Edward Jones in 2020. 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 under management across a broad network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and alternative investments.

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

ChFC®, Series 66

Rolla, MO

Edward Jones

Lindsey Shockley is a financial advisor with Edward Jones in Rolla, Missouri, holding ChFC® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in construction administrative work and is a member of an LLC managing housing rentals. 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 various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Gary K

Series 63, Series 66

Rolla, MO

Edward Jones

Gary Klossner is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Edward Jones since 1999. Outside of his advisory role, he is co-owner and driver of a race car team, which he manages primarily as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Jacob H

Series 66

Saint James, MO

Edward Jones

Jacob Harlan is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held positions at C M Archer, Cetera, Cetera Investment Services LLC, Maries County Bank, and Missouri University of Science and Technology. Outside of his advisory role, he serves as a board member at Power of Hope Equestrian Center in Steelville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Cuba, MO

Raymond James Financial

Samantha Hutto is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors Inc., Peoples Bank, and Steelville Schools. She is also an associate at Peoples Financial Services, a wholly owned subsidiary of Peoples Bank, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Matthew W

Series 63, Series 65, Series 66

Rolla, MO

Edward Jones

Matthew Williams is a financial advisor with Edward Jones in Rolla, Missouri, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2015 and concurrently at U.S. Bancorp Investments, Inc. since 2001. Outside his advisory role, Williams serves as president of the Rolla Community Development Corporation, a non-profit overseeing the development of a city industrial park, and he is involved in managing family farming operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, and it operates under a fiduciary standard while offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and additional services such as tax-efficient investing and securities-based lending.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Wealth management Business succession planning Founder/Business Owner
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Teresa C

Series 63, Series 66

Rolla, MO

Edward Jones

Teresa Crowell is a financial advisor at Edward Jones in Rolla, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Rolla, MO

Edward Jones

Lindell Widger is a financial advisor with Edward Jones in Rolla, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, Widger has a personal interest in wellness products through an association with Melaleuca. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
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Tracy S

Series 63, Series 66

Rolla, MO

Edward Jones

Tracy Spinaio is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 1997. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Verna B

Series 63, Series 65

Rolla, MO

Raymond James Financial

Verna Brand is a financial advisor with Raymond James Financial in Saint James, MO, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2002 and also serves as a branch manager and financial advisor at Phelps County Bank. Additionally, she has been involved with the St. James Caring Center since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored advice and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Myla K

Series 66

Rolla, MO

Edward Jones

Myla Koons is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at MassMutual Life/Synergy Wealth Solutions. Outside of advising, she occasionally serves as a signature witness for a local attorney in Rolla, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies 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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Joshua G

Series 66

Cuba, MO

Raymond James Financial

Joshua Goodridge is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He has been associated with Raymond James in various capacities since 2011. Outside of his advisory role, he is a silent partner in The Public House Brewing Company LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a focus on tailored financial plans developed through risk profiling and asset-allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Joshua H

Series 66

Rolla, MO

Edward Jones

Joshua Hallum is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and General Electric Hitachi Nuclear Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

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

Series 63, Series 66

Cuba, MO

Edward Jones

Jason Mehl is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 28 years of industry experience. He has been with Edward Jones and related entities since 1988. Outside of advising, he maintains a rental property in Cuba, MO. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Jessica B

CFP®, ChFC®, Series 66

Rolla, MO

Edward Jones

Jessica Barron is a financial advisor with Edward Jones in Rolla, Missouri, holding CFP®, ChFC®, and Series 66 designations and bringing 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Prock Operations/Smokers Outlet, and Juice Plus+. She serves as President-Elect on the Rolla 31 Public Schools board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive LGBTQIA Women Professionals
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Zachary E

Series 66

Rolla, MO

LPL Financial

Zachary Elliott is a financial advisor with LPL Financial based in Rolla, Missouri, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and Town and Country Bank since 2020 and previously spent seven years at Town and Country Supermarkets. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning, model-portfolio advisory programs, and third-party asset management solutions supported by an in-house research team.

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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Brad B

Series 63, Series 65

Rolla, MO

STIFEL

Brad Bouse is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. He holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. Its investment approach uses a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Bradley M

Series 63, Series 65

Rolla, MO

STIFEL

Bradley Mc Intyre is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones for 18 years before joining Stifel in 2022. Outside of his advisory work, he serves on several community boards in Joplin, Missouri, including the Joplin Parks and Recreation Advisory Board, Connect2Culture, and the Children's Center Board, and is president of the Bramar Recreation Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

General retirement planning Income planning
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Jacob S

CFP®, Series 66

Saint James, MO

Edward Jones

Jacob Shockley is a CFP®-certified financial advisor with Edward Jones in Saint James, MO, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at AT&T and Republic Ford and Lincoln. Outside of his advisory role, Jacob and his wife manage a cattle farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a large nationwide network of advisors and branch offices, operating under a fiduciary standard.

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

Series 66

Rolla, MO

Edward Jones

Johnathon Klossner is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Ben Hur Construction and Royal Canin-Rolla, and studied at Missouri S&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment strategies and services supported by a large network of advisors and branch offices.

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

Series 66

Rolla, MO

STIFEL

Katherine Brummet is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2014. Outside of her advisory role, she serves as a director for the Rolla Chamber, participating in community event planning and decision-making. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology through its Investment Strategy Group to provide asset allocation and planning analyses intended as a basis for client decisions.

General retirement planning Income planning
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Paige G

Series 66

Rolla, MO

STIFEL

Paige Gargus is a financial advisor at Stifel with a Series 66 designation and six years of industry experience. Prior to joining Stifel in 2020, she worked at Phelps County Industrial Solutions, Didion Orf Recycling West, and Town and Country Bank. Outside of her advisory role, Gargus volunteers as a youth leader for Phelps County 4-H, serves as secretary of the Rolla Saddle Club, and coaches youth sports for the City of St. James Parks and Recreation. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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