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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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David M

CFP®, Series 63

Smith Center, KS

wealth Enhancement Advisory Services, LLC

David Mace is a CFP® professional with five years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at First National Bank of Hutchinson and The Peoples Bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a blend of passive and active investment strategies overseen by an internal Investment Committee.

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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Keagan R

Series 66

Smith Center, KS

Edward Jones

Keagan Rietzke is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Regenrus, LLC and Lyon County State Bank. Outside of his advisory role, he is a partial owner of Rietz Products, LLC, which develops and markets a patented product for underground telecom applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs, investment strategies, and affiliated financial products, supported by a nationwide network of over 23,000 advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Educators, Teachers, and Academics
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Morgan B

CFP®, Series 66

Smith Center, KS

Edward Jones

Morgan Bienhoff is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, Bienhoff is involved in managing commercial real estate and farming operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and tax-efficient services. The firm is notable for its large network of advisors and branches, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Business ownership considerations Family Business Business succession planning Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive Intergenerational Families Religious/faith focused Values-based investing
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