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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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Kaleb B

CFP®, Series 66

Colby, KS

Edward Jones

Kaleb Brzon is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Colby, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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James B

Series 66

Colby, KS

LPL Financial

James Brackett is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is associated with Oliver & Associates in Colby, Kansas. 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 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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Brett W

Series 63, Series 65

Colby, KS

LPL Financial

Brett Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Thrivent Investment Management, Thrivent Financial, Ameriprise Financial Services, and Morgan Stanley. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various 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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Brent W

Series 66

Colby, KS

Ameriprise

Brent Wiedeman is a financial advisor with Ameriprise in Colby, Kansas, holding a Series 66 designation and over 26 years of industry experience. His career includes roles at Investment Professionals, Inc., Farmers & Merchants Bank, and Ameriprise Financial Services. Wiedeman serves on multiple bank boards, including Security Bancshares and Farmers & Merchants Bank of Colby, where he is also President and CEO. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sara J

Series 66

Colby, KS

Edward Jones

Sara Jamison is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has also served as an assistant equestrian team coach at Colby Community College, where she coaches Hunt Seat practice and teaches an online class on the discipline. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors.

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