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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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Quentin D

Series 66

Oskaloosa, KS

Independent Advisor Alliance, llc

Quentin Davis is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and previously worked at Independent Financial Partners and LPL Financial. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, delivering advisory services through a network of 219 representatives using model portfolios, sub-advisors, and technology platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Darin L

Series 63, Series 65

Meriden, KS

OSAIC

Darin Lawhorn is a financial advisor at OSAIC with 30 years of industry experience. He previously worked at Woodbury Financial for 17 years before joining OSAIC in 2024. Outside of his advisory role, Lawhorn teaches Social Studies and Business classes at Jefferson West USD 340 High School and owns a traditional life and health insurance agency. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm utilizes a comprehensive investment process involving risk-tolerance assessments, asset allocation, and portfolio optimization, offering both discretionary and non-discretionary management across various investment products.

Annuities Founder/Business Owner Executive Retired
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John K

Series 66

Valley Falls, KS

Edward Jones

John King is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he was involved with the St. Vincent de Pail Society in Dayton and held roles with the Miami Valley Council and Jayhawk Area Council of the Boy Scouts of America between 2015 and 2025. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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