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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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Timothy S

ChFC®, Series 63

Hays, KS

Launch Wealth

Timothy Schumacher is a financial advisor at Launch Wealth with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Penn Mutual and Hornor, Townsend & Kent. Launch Wealth serves individual investors and employer plan sponsors by providing integrated wealth management that combines portfolio management and financial planning. The firm employs a fee-only model and focuses on asset allocation using both passive and active strategies, with specialized retirement plan consulting and discretionary account management tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
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Ethan L

CFP®

Hays, KS

Launch Wealth

Picture this – not too long ago, I found myself in the same place many of you. Eager to achieve financial freedom but no idea where to start. I was looking for the right answer in all the wrong places. Time was on my side, but I was worried I’d waste it doing the wrong thing. So, I began a journey to find a better way to build wealth. Wrong decision after wrong decision, mistake after mistake, I felt truly lost. I didn’t think I could find the right path. However, after countless hours of learning, I began to crack the code. I finally figured it out, and because of that, I’m getting closer to financial freedom by the day. It then became my mission to help guide those who were in the same situation as me. Those early in their journey towards financial freedom. I understood that not everyone wants to do it themselves. They wanted a relationship with a real human who could make them confident about their financial decisions. I thought about becoming a financial advisor at a big company, but that’s where another problem arose. These big companies (1) weren’t helping people early in their journey because they “didn’t have enough money”, and (2) even if they did have enough money, most of them were charging so much to help with so little. They required you to have hundreds of thousands of dollars to get started. They didn’t sell you an honest service; they sold products that made them big commissions. I didn’t want to go down that road, so I knew something needed to change. It was my duty to create a place where people could connect with a real human to talk about their struggles, vision, and purpose. They needed help with their complete financial life, not just one piece. That’s why I created Launch Wealth. It’s a place for career starters, business owners, young couples, and families to achieve financial freedom with a system that was built ‘for’ them. Launch Wealth is a financial advisory that provides fee-only service to the those who need it the most. We're here to help those on every step of their financial journey. The services we offer grow as your financial life does. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals. That’s me. That’s my mission. That's my business. I'm just a regular guy making a difference in people’s (financial) lives.

Business ownership considerations Retirement income strategy Early retirement planning Gen Y/Millennials (Born 1980-1995) Established Professionals
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Bobb M

Series 63, Series 65

Hays, KS

NWF Advisory Services Inc

Bobb Meckenstock is an investment advisor at NWF Advisory Services Inc with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including The Ameriflex Group, Independent Financial Group, and Main Street Advisor, LLC. Meckenstock is a member emeritus of the Million Dollar Round Table and serves on the University of Kansas Alumni Association Board of Directors. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm utilizes an open-architecture Wealth Management Platform combining advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Dan M

Series 63, Series 65

Hays, KS

NWF Advisory Services Inc

Dan Meckenstock is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, and Independent Financial Group. Outside of advising, he is an author and publisher through Meckenstock Publishing and owns a hospitality business, Kozy Kottage, where he manages rental property operations. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs through an open-architecture platform that incorporates both strategic long-term and short-term tactical strategies.

Wealth management Active portfolio management
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Kenneth R

Series 66

Hays, KS

NWF Advisory Services Inc

Kenneth Rigler Jr. is an investment adviser representative at NWF Advisory Services Inc with eight years of industry experience. He holds a Series 66 designation and has worked at The Ameriflex Group and OSAIC. In addition to his advisory role, he is an associate professor at Fort Hays State University, where he teaches online classes and performs administrative duties related to assessment and accreditation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform that integrates advisor-managed and model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Christine L

Series 63, Series 65

Victoria, KS

VOYA Financial Advisors, Inc.

Christine Lang is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Voya in 2023, she worked at Ameriprise Financial Services, Inc. for eight years. She also performs fiduciary activities such as acting as an attorney-in-fact, trustee, or personal representative. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a wide range of clients, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs utilizing model portfolios and manager-driven sleeves, combining advisory services with an active broker-dealer distribution model.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement Retired
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Joseph H

Series 63, Series 65, Series 66

Hays, KS

Empower Advisory Group

Joseph Hillebrand is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at GWFS Equities Inc. since 2014. Outside of his advisory role, he serves as a pitching coach for the USD 489 School District. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Linda S

Series 63, Series 66

Hays, KS

Edward Jones

Linda Seibel is a financial advisor with Edward Jones in Hays, KS, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she is a co-owner of a convenience and tackle business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Heather L

Series 63, Series 65

Hays, KS

Ameriprise

Heather Lyle is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved in family farming operations and owns a tax preparation and accounting business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Timothy W

Series 63

Hays, KS

Raymond James Financial

Timothy Werth is a financial advisor with Raymond James Financial Services Advisors Inc. in Hays, Kansas, holding a Series 63 designation and 33 years of industry experience. He previously worked at Vsr Advisory Services and Vsr Financial Services, Inc. He serves on the investment committee of the Fort Hays State University Foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a collaborative advisory approach.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Britney B

Series 66

Hays, KS

Raymond James Financial

Britney Bogner is a financial advisor with Raymond James Financial in Hays, KS, holding a Series 66 designation and five years of industry experience. She has worked with Raymond James Financial and its related entities since 2019 and has prior experience at Adams, Brown, Beran & Ball. Outside of her advisory role, she coaches tumbling for youth at the Hays Recreation Commission. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Andrew T

Series 66

Hays, KS

Raymond James Financial

Andrew Taylor is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017. Outside of his advisory role, he serves on the finance and investment committee of St Nicholas of Myra Parish in Hays, Kansas. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored financial plans and investment recommendations supported by extensive research and analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cheri D

Series 66

Hays, KS

Raymond James Financial

Cheri Dorzweiler is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked with Raymond James since 2016, including roles at affiliated entities. Outside of her advisory work, she serves as Chief Operating Officer of Werth Wealth Management, LLC and has extensive bookkeeping experience through HD LLC DBA Weld-Tech. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Skyler T

Series 63, Series 65

Hays, KS

Ameriprise

Skyler Tebo is a financial advisor with Ameriprise in Hays, Kansas, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, Modern Woodmen of America, and Hays Medical Center. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm delivers personalized, algorithm-assisted recommendations through a centralized consulting team while providing a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lora S

Series 66

Hays, KS

Edward Jones

Lora Schneider is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Founder/Business Owner Hispanic/Latino/Latinx
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Jeffery D

Series 63, Series 66

Hays, KS

Raymond James Financial

Jeffery Dinkel is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Raymond James since 2016 and previously held roles at Vsr Advisory Services and Vsr Financial Services. Outside of advising, he is involved in accounting through Jeff Dinkel Accounting and serves as CFO for Werth Wealth Advisors, LLC and Werth Wealth Management, 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, utilizing asset-allocation analysis and firm research, and often operates in an advisory and implementation-support role rather than as a delegated manager.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Andrea D

Series 63, Series 65

Hays, KS

Primerica Advisors

Andrea Dinkel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Primerica Financial Services since 2003 and has been associated with PFS Investments Inc. since 2005. Outside of advisory services, she is an owner-member of Dinkle Oil, LLC, a non-investment business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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

Series 63, Series 66

Hays, KS

Edward Jones

Jeffery Seibel is a financial advisor at Edward Jones with over 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1995. Outside of his advisory role, he manages D&J Development LLC, a family-owned real estate business involved in estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm operates a nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 63, Series 66

Hays, KS

Edward Jones

Darrell Seibel is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 63 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1962. Outside of his advisory role, he holds passive interests in oil production and manages family farmland operations through several LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

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

Series 66

Hays, KS

Ameriprise

Adam Klaus is a financial advisor with Ameriprise in Hays, Kansas, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2019 and previously was employed by A&A Coors Inc. and Fort Hays State University from 2015 to 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mason I

Series 66

Hays, KS

Ameriprise

Mason Ibarra is a financial advisor at Ameriprise with one year of industry experience. His prior roles include positions at Advisors Excel and Bank of Hays. He also has experience outside finance, having worked briefly in the food service industry and in landscaping. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michelle C

Series 66

Hays, KS

Edward Jones

Michelle Casey is a financial advisor with Edward Jones, holding a Series 66 designation and over 20 years of experience with the firm. She is based in Hays, KS, and has co-ownership in a farm in Plainville, KS, where crops and cattle are raised. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets through 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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Jenna D

Series 66

Hays, KS

Raymond James Financial

Jenna Dempewolf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services Advisors since 2017 and previously at Woodbury Financial Services and Bankwest Inc. She is also involved as an associate and employee at Werth Wealth Management LLC in Hays, KS. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations through a range of brokerage, advisory, and managed account solutions.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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David B

Series 66

Hays, KS

Raymond James Financial

David Bennett is a financial advisor with Raymond James Financial in Lawrence, Kansas, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NBH Bank and University National Bank. Outside of financial advising, he is involved in multiple real estate and agricultural partnerships in the Lawrence area. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and offers a mix of brokerage, advisory, and managed account solutions, with a significant portion of assets managed on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Derek G

CFP®, Series 63

Hays, KS

LPL Financial

Derek Gerstner is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cadaret, Grant & Co., Inc., Heritage Insurance Agency, Avantax Investment Services, Inc., and ongoing involvement with Simons Tax & Financial. Outside of his advisory work, Gerstner has longstanding experience in tax preparation and accounting through Simons Tax. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides a range of customizable investment solutions and service options.

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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Dustin M

Series 66

Hays, KS

Ameriprise

Dustin Mcwhirter is a financial advisor with Ameriprise in Hays, Kansas, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as an umpire for baseball and softball. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized financial advice and provides a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lora H

Series 66

Hays, KS

Edward Jones

Lora Hess is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of 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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