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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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Robert B

Series 63

Orwell, OH

LPL Financial

Robert Barnes is a financial advisor at LPL Financial with 38 years of industry experience. He previously operated Robert Barnes Asset Management and worked at Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved with Paine Funeral Home in a non-investment capacity. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, banks, and institutions, offering diverse advisory and brokerage services supported by an in-house research team and multiple investment delivery 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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Jennifer P

Series 66

Middlefield, OH

LPL Financial

Jennifer Pazicni is a financial advisor with LPL Financial based in Middlefield, Ohio. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Middlefield Banking Company and the County of Riverside. She is also a licensed notary. LPL Financial provides advisory and brokerage services to a diverse 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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